Organisations who are registered providers with the National Disability Insurance Agency (NDIA) have access to the NDIS Provider Portal to make bulk claims. Claims are made by uploading a specifically formatted CSV file containing claim details. Calxa provides a feature to help you easily create the required CSV file.

This help note will take you through the fields required in the CSV file and some examples of the MYOB setup to enter Time Billing Invoices. It will also explain how to add MYOB Identifiers and Custom Lists to enable you to filter your invoices by NDIA customers.

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To meet the technical requirements and the required CSV format as outlined in the NDIS Bulk Payments Self Help Guide, Calxa will use specific values from your underlying accounting setup and some values you enter directly into Calxa.

The following table shows what values are required in the CSV file and where they will come from in MYOB or Calxa.
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Warning: before making a bulk payment request with an exported CSV file the following columns may require additional editing if the default values are not appropriate.

If you have a large number of time billing invoices you may wish to consider using MYOB Custom Lists or Identifiers to provide filtering options in Calxa. This enables you to easily categorise your NDIA customers and therefore easily filter the NDIA related invoices before creating the bulk claim CSV upload.

Identifiers are one-letter labels you can assign to customer cards. If you want to be able to easily identify all NDIA customers you could assign them the identifier N and then filter all invoices in Calxa by that identifier.

To create identifiers go to the Lists menu and select Identifiers. The Identifiers window will open. Enter a name or description for as many identifiers as you want and click OK.

To assign identifiers to a customer go to the Card Details tab on the customer card, then click on the Identifiers button.

Click next to the identifier(s) you want to assign to the card. Click OK.

Custom Lists are useful when you want to keep track of certain pieces of information about a customer, such as that they are an NDIA customer.

To name a custom list go to the Lists menu and select Custom Lists & Field Names, then choose Customers.

Enter names for the lists you want to create and click OK. In this example the list name is Customer Type.

To create a custom list item go to the Lists menu and select Custom Lists, then choose Customers.

Select the custom list you want to add an entry to, then click New.

Type in the custom list entry name (for example NDIA, Not NDIA) and click OK.

To assign a custom list entry to a customer card go to the go to the Card Details tab on the customer card.

Select the list entry you want to assign to the customer card from the drop down menu in the custom list field. In the example below NDIA has been assigned to the Customer Type field. Click OK.

Please refer to our other NDIA Bulk Claims help notes to learn about the full process: