Resources — ANDICare Finance

ANDICare Finance checklist

Is your NDIS financial house in order?

Work through these in order — they build on each other. Get the foundations right first, then move up to reporting and strategic management.

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Understand each client's support categories and plan budgets

Map every participant's NDIS plan funding before invoicing begins — know what categories are active, what rates apply, and what the plan period looks like.

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Track and record client support hours accurately

Support hours are the foundation of every invoice. Records must match shift notes, participant consent, and actual delivery to withstand an audit.

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Compliant invoicing against correct NDIS item codes

Every invoice must use the correct 2025–26 NDIS item code for the support type, day, and time of delivery. Incorrect codes lead to rejected claims and delays.

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Accurate bookkeeping — books reconciled regularly

Bank accounts reconciled, transactions categorised, and NDIS revenue separated from non-NDIS revenue so your books reflect what actually happened.

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Accounts receivable tracked — outstanding invoices followed up within 14 days

Know exactly what is owed to you and by whom. NDIA payment runs, plan managers, and self-managed participants all have different payment cycles.

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Timely accounts payable processing — suppliers paid on schedule

Payables processed on time to maintain supplier relationships and avoid penalties, without paying early and hurting your cash position.

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Compliant payroll setup and processing under SCHADS Award

Support workers paid under the correct SCHADS Award level with all applicable penalty rates — evening, Saturday, Sunday, and public holiday. STP Phase 2 reported to the ATO each cycle.

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Rejected claim investigation and support

Rejected or underpaid NDIS claims are investigated, corrected, and resubmitted. Every NDIA payment run is tracked against services delivered to ensure full and accurate payment.

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Interactive and accessible financial reporting

Monthly reports that show what matters — revenue by support category, cash position, outstanding invoices, and payroll costs — in a format your leadership team can actually use.

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Insightful financial interpretation — not just numbers

Numbers without context are noise. Every report should come with analysis: what is going well, what needs attention, and what the numbers mean for your organisation's next steps.

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Efficient financial process mapping and continuous improvement

Financial processes that are clear, documented, and repeatable. Review and improve regularly so the finance function scales as your organisation grows.

Not ticking all the boxes? Let's fix that.

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