NDIS plans, budgets and service agreements
Entering NDIS plans, funding types, budgets by support category, quotes and service agreements.
- FN-001Entering an NDIS plan: dates, plan number and funding management typeGuide
- FN-002Setting budgets by support category and support itemGuide
- FN-003Tracking budget burn-down and forecast spendGuide
- FN-004Multiple funding sources on one participantGuide
- FN-005Handling a plan reassessment or new plan mid-serviceGuide
- FN-006Creating a quote from the NDIS Support CatalogueGuide
- FN-007Turning a quote into a service agreementGuide
- FN-008Sending a service agreement for e-signatureGuide
- FN-009Service bookings and plan budget alertsGuide
- FN-010Loading a new NDIS Pricing Schedule and Support CatalogueGuide
Related questions
Do you handle plan-managed and self-managed participants?
Yes. Funding management type is set per participant or support category. NDIA-managed supports are claimed through the bulk payment request file, and plan-managed and self-managed supports are invoiced to the plan manager or participant. NDIS plans and budgets →
Can we track private and DVA funding?
Yes. Each participant can have several funding sources with their own budgets and rates. Support at Home funding for aged care is coming soon. NDIS plans and budgets →
What happens when NDIS prices change?
Prices are set by the NDIS Pricing Schedule and Support Catalogue, reviewed through the NDIA’s Annual Pricing Review, with mid-year changes such as the increases from 1 December 2026. Updated price limits are loaded into CompanionAxis, and forecasts and quotes use the new rates from their effective date. NDIS plans and budgets →
Can we build SIL quotes and rosters of care?
Yes. Lay out the home’s week with shared and individual hours, ratios, sleepovers and active nights, and CompanionAxis prices each participant’s share from the Pricing Schedule version you choose. Quotes and service agreements →
What happens to quotes when NDIS prices change?
Each quote records the Pricing Schedule version it used. You can reprice open quotes and agreements against the new version, and the previous version is kept. Quotes and service agreements →
Can participants sign service agreements electronically?
Yes. Agreements are sent for e-signature to the participant, nominee or guardian, with reminders, and the signed copy is stored on their record. Quotes and service agreements →
Does the agreement limit what we can bill?
The schedule of supports sets the support items, quantities and rates that rostering and invoicing work from, and lines outside the agreement are flagged before they are invoiced. Quotes and service agreements →