Importing the remittance and matching payments

Import the results file from the my NDIS provider portal so each claim line is marked paid or rejected, then reconcile the batch to apply the payments to invoices.

Before you begin

• Claims reconciliation is switched on for your organisation (it adds the import and reconcile steps).
• Permissions to import results and reconcile (Finance role).
• The batch is Uploaded and the portal has processed it.

Import the results file

1. Download the bulk payment results or remittance file (CSV) from the my NDIS provider portal.
2. Open the batch from Billing → Bulk claims and select Import claim results.
3. Choose the file. CompanionAxis uploads and reads it.
4. Check the summary: total rows, matched, unmatched and skipped, with the Paid and Rejected counts.

Match leftover rows and apply

1. For each unmatched row, choose the claim line in Match to, or select Skip.
2. When nothing is unmatched, select Apply results. Paid lines are marked paid; rejected lines go to the rework queue.
3. If the file is wrong, select Discard import and start again.

Reconcile the batch

1. The batch is now Results imported. Select Reconcile.
2. NDIA payments are applied to the matching invoices. The batch moves to Reconciled.
3. Open the Invoice matching tab to see, per invoice, what was claimed, paid and rejected, and its accounting status.
4. Read Rejection reasons on the right and select Open the rework queue to fix rejected lines.

Tips

• Batches sent through the NDIA API get results automatically, without an import.
• To record an NDIA payment by hand on one invoice, use Record payment with Method NDIA remittance.

If something goes wrong

The file couldn’t be read.

Make sure you downloaded the results CSV from the portal, not the file you uploaded, and that it wasn’t edited.

Apply results is greyed out.

Some rows are still unmatched. Match each to a line or skip it.

There is no Import claim results button.

Claims reconciliation isn’t switched on, or the batch isn’t Uploaded or Results imported. Ask your administrator about the module.