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10 – Invoice and Funding Exchange Exports
In this session, we’ll walk through the invoice export process in FlowLogic, showing you how to send invoice data directly to your finance system, reducing manual entry, minimising errors, and accelerating payment turnaround.
We’ll also provide a brief recap of the overall finance export workflow, helping your team ensure data accuracy and streamline backend processes.
This session is ideal for Finance, Admin and Billing teams who want to simplify and scale their invoicing operations.
- Flow Logic Invoicing Exports: Daniel introduced the Flow Logic in Focus session, focusing on Flow Logic’s invoicing exports capabilities. He explained that the session would cover how Flow Logic gets data to financial software for invoicing and how it sends data to the NDIS Portal.
- Session Introduction: Daniel introduced the Flow Logic in Focus session, explaining that it would cover Flow Logic’s invoicing exports capabilities, including how data is sent to financial software and the NDIS Portal.
- Data Export: Daniel explained how Flow Logic exports data to financial software for invoicing, emphasizing the importance of accurate data transfer to ensure proper invoicing and payment.
- NDIS Portal: Daniel discussed how Flow Logic sends data to the NDIS Portal, highlighting the options for Proda and PACE clients funded by the NDIA.
- Funding Exchange Process: Daniel explained the process of using the funding exchange page to send data to the NDIS Portal. He highlighted the importance of checking for warnings and ensuring that the data is accurate before exporting the claims.
- Funding Exchange: Daniel explained the funding exchange process, emphasizing the need to check for warnings and ensure data accuracy before exporting claims to the NDIS Portal.
- Claim Verification: Daniel highlighted the importance of verifying claims, noting that only services verified to have been completed can be claimed.
- Export Options: Daniel discussed the options for exporting claims, including CSV file download and API connection, and the importance of not editing the CSV file to avoid errors.
- Warnings Check: Daniel advised checking the warnings page for potential issues, such as empty item unit amounts, to ensure all claims are accurate and complete.
- Export Invoices Process: Daniel discussed the process of exporting invoices to financial software. He explained the importance of not editing the CSV file after it is downloaded and mentioned the option to reverse exported items if needed.
- Export Process: Daniel explained the process of exporting invoices to financial software, emphasizing the importance of not editing the CSV file after download to avoid import errors.
- Reverse Export: Daniel mentioned the option to reverse exported items if errors are found, allowing for corrections and re-exporting of accurate data.
- Invoice Description: Daniel introduced the invoice description builder, which allows customization of line item descriptions for different funding administrators.
- Export Settings: Daniel discussed various export settings, including syncing to the funding exchange and customizing invoice dates and references.
- Custom Export Integrations: Daniel explained the export integrations functionality, which allows users to create custom CSV file downloads for financial software not already supported by Flow Logic. He encouraged users to refer to the online guide for more information.
- Custom Integrations: Daniel explained the export integrations functionality, allowing users to create custom CSV file downloads for unsupported financial software.
- Online Guide: Daniel encouraged users to refer to the online guide for detailed instructions on creating custom integrations.