Participant Budgets
Each NDIS client now has a Budget section within their Funding tab. You can add budget periods with plan start and end dates, and the system tracks the total allocation against the remaining balance with alerts for risk of overspending.
Viewing a budget now shows a breakdown of spending across Core, Capacity Building, and Capital support categories. The ability to switch between viewing remaining balances or amounts already spent has been incorporated into the budget view, the activity table showing every transaction against that budget with the date, entry name, type, funding category, status, and amount.
Bulk NDIS Claims
NDIS Bulk Claims are now available, giving providers a structured and reliable way to prepare, review, and submit claims at scale while maintaining full visibility at the participant level.
Claims are created across a defined period and automatically gather all eligible NDIS billable entries into a single draft claim. Entries are grouped by participant, making it easy to review services in context rather than as a flat list of line items. Individual entries or entire participants can be excluded as needed, with exclusions clearly indicated to prevent accidental submission.
As billing activity continues, claims remain flexible. New billable entries that fall within the claim period can be pulled into an existing draft, ensuring the claim always reflects the most current data before submission.
Claims can be exported in the official NDIS CSV format, with all required fields populated and validated before export. This includes registration details, participant numbers, service and support item data, quantities, pricing, GST treatment, and correct time formatting for services and travel.
Once exported, billable entries are marked accordingly, creating a clear audit trail. When payment is received, claims and associated entries can be updated to reflect their final status, providing accurate tracking across participants, services, and reporting periods.
This release removes manual CSV preparation and reduces claim errors, while giving providers greater confidence and control over large-scale NDIS claiming.