You can use the NDIS Bulk upload report to generate a Bulk Upload File (in CSV format) to then use to make a bulk payment request in the NDIS myplace portal.

The Bulk Payment Request allows you to submit multiple payment requests at once to the myplace portal instead of making individual claims for each participant.

For NDIA-managed participants, rather than making individual claims which are time-consuming, the NDIS has a purpose-built tool to enable providers to make claims in bulk using a specific CSV template known as a Bulk Upload File.

Splose can generate Bulk Upload Files that can be easily downloaded and uploaded to the portal, reducing the need to make individual claims.

Read the official NDIS website for further information.

Before you start, make sure the following is set up:

You must create invoices for all NDIA-managed clients, to begin with. The individual support items being claimed will then appear on the Bulk Upload File. They need to be invoiced because a participant can always request a copy of their invoice and receipts, and additionally, once a Bulk payment request is made, the payments from the NDIS can be applied to the invoices, marking them as paid.

Make sure that in the participant record, "NDIA-managed" is selected under Fund management. This is a default filter applied when searching for support items that can be claimed in the portal.

You can create invoices individually, or use batch invoicing to create invoices for all NDIA-managed participants at once.

Go to Reports, the Bulk payment requests and click + New bulk payment request. You will see any previously created bulk payment requests.

Next, select a date range for Supports Delivered From to Supports Delivered To. A list of support items invoiced for NDIA-managed participants will be displayed.

Select the support items to be included in this Bulk Upload File, then click Create bulk upload.

You will see the final Bulk Upload File which you can review and make sure you are happy with all the support items included.

Click Export, select an email and then click Export.

A file will be downloaded which will contain a randomly generated file name. Do not edit the file name.

Note: We use the latest Bulk Upload File template provided by the NDIS which can be downloaded for your reference.

Log into your PRODA account.

Click on Payment Request.

Click Bulk Payment Request Upload.

Upload the file generated by Splose, then click Upload.

You should see a "successful" response after submitting.

If you want to see which items were claimed successfully and which items were rejected from within Splose, then from the myplace portal, go to Payment Request, then View claim results, search by uploaded bulk payment file, file name, and enter the exact name of the file, then click download results.

Go back to the NDIS bulk upload report in Splose and click Upload payment results file.

Once you are ready, click Finalise results.

Then choose the date that payment was received from the NDIS and click Finalise.

The bulk upload will be marked as finalised and is complete.

Look out for these common errors when creating an NDIS bulk upload in Splose.

The myplace portal won't accept a bulk upload with the same name, which is why Splose generates a random bulk upload name. We don't recommend changing this.

Make sure your participants have an NDIS number added

Make sure you select NDIA-managed under Fund management in NDIS details.

Make sure you have set up the correct NDIS item code from the support catalogue.

Opening the bulk upload file can alter the data structure, so there's no need to open it.