The NDIS CSV file is used to claim from the NDIA portal. The source of the data is the Time Billings function in MYOB. To implement MYOB to process claims for NDIS Fee for Service participants refer to the NDIS Processing article.
The BI report MYOB Time Billings maps over the MYOB Time Billing data to give access to all the Time Billing fields. Conveniently we have created a Favourite so the NDIS CSV Claims file can be easily created.
To access the favourite open a web browser at my.bi4cloud.com and login. Choose to run reports and then follow these steps.
Select the favourite category Time Billing
The Time Billing Favourites will be displayed.
If you select the favourite you will see the report output looks similar to the screen below.
You will notice some of the fields have a period '.' in them. This indicates the data is blank and this will revert to a blank when the CSV file in created.
Also the favourite is set to a date range of "Last 2 Weeks" and only Open Time Billings. Some organisations align their portal claims to their two weekly payroll. If this doesn't suit you then you can change by clicking the date widget (highlighted in Blue above) and selecting a more appropriate preset date range and then save the favourite. We strongly recommend you chose a data range from the list of ranges and not a custom entered date.
Once you have the report with the claims for the correct dates you now create the CSV file. To do this just press the CSV Icon on the tool bar.
And you will create a CSV file which will be loaded on your computer.
To review this file Use Notepad on Windows or TextEdit on Mac. Do note use Excel because it will destroy the date and number format that the NDIS port needs.
This file is now ready to submit to the NDIS portal.