The NDIS scheme allows claims to be made on their portal. The claims can be CSV or XML formatted files.
The implementation Guide and case study is available at BI for MYOB Help Centre. The article is Using MYOB for NDIS Processing
The Time Billing facility of MYOB has been utilised in conjunction with Activity Sheets to collect time spent with NDIS participants and to claim for work done with that participant.
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The format of the CSV file is detailed at in this document - <Put link to dock here >on the NDIS website and the documents is here.
Bulk Claim Upload Specification 1.2.doc
A sample CSV outcome is here.
This is created by using the TimeBillings mapping and select NDIS Detail in BI for MYOB.
This gives a report which has a key and description along with Avg Price, HoursUnits, Totals Sales and Total Units. This need to be stripped out using +/- Columns
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The resultant file will be formatted for use on the NDIS portal.
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No you don't need to do this overtime. Just save it as a favourite NDIS CSV Claim and use the favourite when making a claim by setting the date range. |
You can save this as a favourites so there is no need to do the above formatting again.
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The NDIS form require both a RegistrationNumber and an AuthorisedBy value. These are installation specific and setup using the Custom Variable labels. Login as Administrator. Select System Settings / General. Set the Number of User Custom Fields to 2 and name these fields 'User No' and 'NDIS No'
Now select User and Groups and you will see these labels against each user. Add the appropriate values.
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SELECT Sub.*, IIF( Qty_Hours = 0, NULL, FORMAT ( LTRIM(STR(INT(Hours_fmt))) & ':' & LTRIM(STR((Hours_fmt - INT(Hours_fmt)) * 60)), 'Short Time')) AS Hours_fmtHm, '@user_custom1' as authorized_by,'TRUE' as approved, '@user_custom2' as RegistrationNumber FROM ( SELECT TBSLA.*, ir_Customers.CardIdentification, FORMAT(TBSLA.InvoiceDate, 'yyyy-mm-dd') AS InvoiceDate_fmt, FORMAT(TBSLA.LineDate, 'yyyy-mm-dd') AS InvoiceLineDate_fmt, IIF(TBSLA.Qty_Units = 0, NULL, TBSLA.Qty_Units) AS Quantity_fmt, IIF(TBSLA.Qty_Hours = 0, NULL, TBSLA.Qty_Hours) AS Hours_fmt, FORMAT(TBSLA.TaxExclusiveRate, 'Fixed') AS UnitPrice_fmt, IIF(TX.TaxCode = 'FRE', 'Tax Free (0%)', IIF(TX.TaxCode = 'GST', 'Tax Claimable (10%)', 'Oops')) AS GSTCode_fmt FROM ir_Taxcodes AS TX INNER JOIN (ir_TimeBillingSaleLinesAll AS TBSLA INNER JOIN ir_Customers ON TBSLA.CardRecordID = ir_Customers.CustomerID) ON TX.TaxCodeID = TBSLA.TaxCodeID ) AS Sub |
Bulk Claim Upload Specification 1.2.doc
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