Which user are you?

  • I have NDIS prices already, I need to add the 2020 prices to my existing pricebooks
  • I have no Pricebooks in my account, I need to import NDIS prices for the first time

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I have NDIS prices already, I need to add the 2020 prices to my existing pricebooks

Navigate to you prices page by clicking Account then Prices in the sidebar.

Click the button Update 2020 NDIS prices

Alternatively use this link: Update 2020 NDIS Prices

You will see a display of updated prices for all existing prices that have a matching support code we found. Note: these are NATIONAL PRICES ONLY

Select all prices you need to update. Click Update

Success!

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I have no existing Pricebooks in my account, I need to import NDIS prices for the first time.

Navigate to you prices page by clicking Account then Prices in the sidebar.

Now to add prices for the first time click Actions then Import NDIS Price Guide

Chose the guide that applies to you.

Price are split into the following price books.

  • National, Remote and Very remote Prices.

Within each we have split the prices into support categories for ease.

  • Core Supports 01-04
  • Capacity Building 07-15
  • And all TTP support combined in TTP 01-15

You can search for price book names of the supports you need

Or scroll and find the appropriate prices,

Now check the boxes of a price you would like to add, either select the entire set, or individual items.

Now click Add

Success!

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TROUBLESHOOTING

  • Prices must be unique in the following: Day of week, Start and end time, and effective date.

Error means there are two prices that conflict in some way. Each price must be unique so it's best to first check the effective date. New prices will have an effective date for 1/7/2020 and thus won't completely delete older prices, this way any shifts prior to the update can retain the correct information.

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  • I have multiple price book with the same code and they were all updated with the one price.

We have enabled this functionality to prevent error if users have multiple pricebooks with the same support item code.

eg. A different price for certain client, OR Remote prices and National prices in the same account.

To get around this for any prices that are doubled up but not the same, you will need to manually edit these price books.

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  • I deleted the old 2019 price now my invoices aren't working properly, I can't invoice as the shift is showing an error.

You must add the new JULY1 prices to the existing price books that are used for roster. If you delete the old prices then backdated shifts will no longer be able to be billed correctly.

Eg. In the following pricebook. Any shifts using this pricebook prior to 1/7/2020 will use the price $88, Any shifts after 1/7/2020 will use the price $100.

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Further Reading

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