Funding Exchange Exporting Claims

Key Points

Funding Exchange is used to export claims to NDIS and Aged Care portals.

Supports both:

• CSV exports (manual upload)
• API exports (automated submission)

Provides full control over:

• Claim selection
• Filtering
• Validation

Includes reconciliation via remittance upload.

What is the Funding Exchange?

The Funding Exchange is the central claiming tool in FlowLogic.

It is used to:

• Export claims to funding bodies
• Review claim data before submission
• Track previously exported claims

This is a critical step in:

• Billing
• Claiming
• Financial reconciliation

How to Access Funding Exchange

To access:

1. Go to Finance and Payroll
2. Select Funding Exchange

   

This opens the main claiming interface.

Filtering Claims

Before exporting, you must define your claim set using filters.

Available Filters:

• Date Filters (Weekly & Fortnightly)
• Custom “Delivery Between”
• Funding Stream
• Sections
• Clients
• Forms
• Service Item Codes
• Categories
• Areas

Filtering ensures:

• Only correct claims are included
• Large datasets are manageable
• Multiple funding streams are separated

Viewing Claim Results

After applying filters and searching:

At the top, you’ll see:

• Number of claims
• Total estimated revenue
• Cancelled Items
• Travel items

Eligible claims will appear in the results list.

Claim Views – 

Compact View –

Expanded View –

Expanded View Full claim detail – 

• Service item
• Client or participant
• Delivery dates
• Area
• Quantity
• Rate
• Total amount

Additional Controls

Skip items not ready for export.

FlowLogic automatically:

• Calculates grouped or ratioed items
• Applies the correct averaged rates
• Aligns with NDIS pricing rules

Warnings

Soft Warnings – 

• Can often be ignored
  

Hard Warnings – 

• Must be resolved before export

If no claims appear, be sure to check:

• Shifts are completed

• Billing is added to shifts

• Service items exist in funding allocations

• Allocation dates are valid

Exporting Claims

To export:

1. Click Export Accepted Claims

   

2. Enter a Claim Reference

   

3. Confirm export method

   

Export Methods

CSV Export (Manual)

Downloads a file
Upload to the NDIS or Aged Care portal manually

API Export (PRODA or PACE)

Automatically submits claims
No manual upload required

CSV Workflow

1. Upload CSV to the portal
2. Download remittance advice
3. Upload remittance into FlowLogic

API Workflow

Claims update automatically in FlowLogic
Status reflects portal response

Reconciliation Process

To reconcile claims:

1. Download Remittance Advice from portal
2. Upload into Funding Exchange
3. Review:

Accepted claims
Rejected claims
Adjusted amounts

End-to-End Workflow

Funding Exchange sits within the full process:

1. Funding Allocation
2. Roster shifts Billing
3. Complete shifts
4. Export claims (Funding Exchange)
5. Reconcile remittance
6. Export invoices

Summary

The Funding Exchange is a core financial tool in FlowLogic, allowing you to:

Export claims
Validate billing
Ensure compliance
Reconcile payments

By using filters, reviewing claims carefully, and following the export and reconciliation process, you can ensure:

Accurate claims
Reduced rejections
Smooth financial operations