Upload the bulk payment request file in the my NDIS provider portal, then mark the batch uploaded in CompanionAxis so its invoices lock until results return.
Before you begin
- Your own PRODA account with access to the my NDIS provider portal for your organisation (never a shared login).
- A batch with a generated file.
- Permission to mark batches uploaded (Finance role).
Upload in the portal
- Download the bulk payment request file from the batch (CSV, NDIA format shown on the batch).
- Sign in to PRODA with your own account and open the my NDIS provider portal for this organisation. A PRODA sign-in link is under Useful links on the upload step.
- Go to Payment requests → Bulk payment request upload, choose the file and submit it.
- Note the reference the portal shows.
Mark the batch uploaded
- Back in CompanionAxis, on the Upload to portal step (or the batch page), enter the Portal upload reference (optional).
- Select Mark uploaded. The batch moves to Uploaded and its lines show as Pending.
- The invoices in the batch lock until results come back.
Upload in the my NDIS provider portal step with the numbered upload steps, the portal reference field and the Mark uploaded button
Keep a record of who has portal access
- On Billing → Bulk claims, open Provider portal access.
- Record each team member who can upload claims, their Portal role and the date you Checked in PRODA on.
- Never record PRODA usernames, passwords or codes here or in Portal instructions for your team.
Tips
- Results are usually available within a few business days.
- Select Download again on the upload step if you need the file a second time.
If something goes wrong
The portal rejects the whole file.
Make sure the file wasn’t opened and re-saved in a spreadsheet. Download it again from the batch. If it still fails, cancel the batch (lines go back to the candidates) and contact support.
Mark uploaded is greyed out.
The batch has no file yet, or it is already uploaded.