IINSIGHT 6.2.3 Release Notes
NDIS Bulk File Report
All NDIS (National Disability Insurance Agency) providers will now be able to simplify the process of sending their invoices through the NDIS Portal by using the NDIS Bulk File Report which can be generated automatically in the required format according to the time frame selected.
Iinsight now has this capability and we have created a new report in the Reports menu called the NDIS Bulk File Report:
The report can be exported as .CSV file by using the ‘Export’ button as marked with an arrow above.
This report displays the NDIS reference, duration of the services and the costs associated to them.
There are optional new NDIS fields present in the Case List/Case Additional tab as below:
After the report is built it will be able to be exported to excel also if required for your records.
Warning: If in case, you are creating a .CSV file for the bulk upload using Microsoft Office Excel, then special care should be taken while entering DATE and HOURS fields, as that tool does not support the specified formats required for the date and Hours fields and changes the data entered.
The Claim Number field is now available in Timesheets
The Claim number field is now available in Timesheets.
This field will be disabled by default and just needs to be enabled via the Fields Edit button in Timesheets:
Timesheets Permissions
Please Note: this release also contains a bug fix for Timesheets - any users that need to have access to editing un-invoiced costs in Timesheets, need to have a permission ticked in Admin/Manage Users/User Modify/’Can Modify Employee Expenses’ (if this permission is unticked users will not be able to edit un-invoiced costs in Timesheets):
