Managing NDIS funding periods can be complex - especially with varying structures, front loading of plans and rollover rules to manage. Managing it all manually only adds to the admin burden and can feel overwhelming.
With splose, the hard work is done for you.
Our smart automation lets you easily split cases into funding periods, adjust where needed, and rest easy knowing unused funds are rolled over automatically.
This guide walks you through how to set up and manage funding periods in splose - so you can spend less time juggling spreadsheets and more time delivering care.
Need to learn how to create a case first? Read our guide on how to set up cases to ensure you're not skipping any steps→
Before you start
Before you can turn on funding periods in a case, make sure these fields are completed:
Case type
Total budget/allocation
Issue date
Expiry date
Once all four are entered, you’ll be able to toggle on Funding period rules.
Existing cases and rounding
You can enable funding periods on existing cases- even if they weren’t set up initially. When you toggle on Funding period rules while editing the case, splose will automatically split the budget/allocation and dates into periods based on the case’s start and end dates.
Hours and budgets are rounded to two decimal points
Appointments and date ranges are rounded to whole days
This ensures clean, accurate period breakdowns without needing to manually recalculate or adjust past data.
While most commonly used for NDIS cases, funding periods can be helpful for any support arrangement where budgets and allocations are released over time.
Set up funding periods in a case
Let’s say your client has just received a new NDIS plan starting in July, with funding released quarterly. Here’s how to set up funding periods in splose:
Go to Clients → select the client
Open the Cases tab and click Edit next to an existing case, or click + New case
Choose a case type
Enter the total case budget/allocation
Add the issue date and expiry date
Toggle on Funding period rules
Select your number of funding periods
Once enabled, splose will automatically:
Split the total budget/allocation into evenly spaced funding periods
Ensure no dates overlap
Allocate the budget evenly across each period by default
💡 You can customise the dates and budget for each period. Just click the date or amount on the period you'd like to customise or click the '+' button to create a new one.
When customising, make sure:
Dates don’t overlap across periods
The total of all periods equals the full case budget or allocation
This flexibility helps you match the exact release schedule provided by the NDIS, while keeping everything clear and compliant in your workspace.
View and manage your funding periods
With funding periods turned on, you’ll gain:
A clear breakdown of each funding period under the case overview
Automatic rollover of unused funds or allocation into the next available period - no manual adjustments needed
When booking appointments or support activities, you will receive a warning if you are overbooking a funding period or periods.
This helps your team stay ahead of funding constraints, reduce billing errors, and keep service delivery aligned with available funds.
Common use cases for allied health professionals
Funding periods are especially helpful when working with:
NDIS clients on quarterly or monthly release schedules
Multi-year plans where long-term tracking is needed
Teams managing multiple clinicians or disciplines within the same plan
Cases at risk of over-servicing, where tighter budget controls are key
Example Quarterly NDIS plan
Let’s say your client has a $20,000 NDIS plan running from 1 July 2025 to 30 June 2026.
With funding periods enabled in 4 funding periods, splose automatically splits it evenly:
Period 1: 1 Jul – 30 Sep → $5,000
Period 2: 1 Oct – 31 Dec → $5,000
Period 3: 1 Jan – 31 Mar → $5,000
Period 4: 1 Apr – 30 Jun → $5,000
At the end of the first period, you happen to check the case and see that only $3,000 has been used. The remaining $2,000 automatically rolls into Period 2, increasing its available budget to $7,000.
It’s seamless and automated.
Troubleshooting
Can’t see the funding period toggle in cases?
Check that the following are all completed in the case:
Case type
Total budget
Issue date
Expiry date
Seeing an error when saving your case?
Some common causes include:
Funding periods with overlapping dates
Budget allocations that don’t match the total
A missing start or end date in one or more periods
🛠️ Still stuck? Reach out to our support team with a screenshot- we’re happy to help.
Practice management, handled.
Funding periods in splose bring structure to the way you work with NDIS budgets - so you can plan ahead, stay compliant, and focus on what matters most: providing great care.