Step 1 – Confirm All Work Is Complete

Before exporting, make sure:

✔ All rostered shifts are completed and approved
✔ All Support at Home funding claims are entered
✔ Funding Exchange claims are marked paid

This ensures everything expected appears in the export.

Opening the Export Screen 

Step 2 – Navigate to Export Invoices 

1. Go to Finance & Payroll

2. Select Export Invoices|

   

Setting Filters 

Step 3 – Choose the Invoicing Period 

Select the relevant week or fortnight.

Note: The system settings for invoice exports will determine whether you select a weekly or fortnightly period. Depending on your configuration, you may also have the option to enter custom date ranges.

Step 4 – Set Status 

Choose New Items to see invoices that haven’t been exported.

Step 5 – Apply Additional Filters 

Optional filters include:

• Individual clients

• Funding types

• Specific forms

• Areas in the business

Important: Funding Stream Filter 

Set Funding Stream → Support at Home
This ensures only aged care invoices appear.

Click Search.

Reviewing Invoice Results 

After searching, you’ll see:

• Total number of invoices

• Warnings (if any)

• Total exportable amount

Each invoice appears as a collapsible blue bar.

Step 6 – Expand Invoices 

Click a bar to see service details
Or use Expand All (top right)

Step 7 – Use Preview Reports 

• Full Preview Report

• Clustered Preview Report

These help verify all services and claims are included before exporting.

Understanding Invoice Breakdown 

Expanded invoices show:

Funding Exchange Items

Services already claimed through the funding exchange

Direct Client Billing

Client contribution portions are billed directly to the participant

At the top, you’ll see:

• Client name

• Financial file the invoice exports to

Client Contribution Splits

You’ll see a calculator icon beside pricing.

Hovering shows the client contribution %.

Example:
$160 service with 10% contribution → FlowLogic splits automatically:

• Government portion

• Client portion

Client contributions appear as separate line items, making accounting clean and simple.

Adjusting References 

If needed, adjust invoice references using the Settings icon
(found near the Search button at the top).

Exporting the Invoices

Step 8 – Click Export Invoices 

Located in the bottom left corner.

Depending on setup:

• API connected → Sends directly to accounting software

• CSV export → File downloads for manual upload

After Export 

• Invoices move from New Items → Exported Items

• Lines turn green to show success

• Any issues will trigger a warning so you can fix and re-export

Next Steps 

After export, complete reconciliation in your financial software.

From the FlowLogic side, invoicing is now complete.

Outcome 

You now understand how to:

✔ Prepare data before export
✔ Filter for Support at Home invoices
✔ Review and verify invoice details
✔ Understand funding vs client contribution splits
✔ Export invoices to your financial software

Your aged care invoicing process should now be accurate, efficient, and easy to manage.