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Claimable tasks and claims
Turn a completed NF2F, NDIA report or establishment fee task into a billing claim.
Last updated · 10 November 2026
With invoicing enabled, three task types are claimable, meaning that once the work is finished you can turn the task into a charge in Billing for review before invoicing against the participant’s plan:
- NF2F (non-face-to-face)
- NDIA-requested report
- Establishment fee
The other two types, Internal admin and Compliance, are internal only and never produce a claim.
Note
Establishment fee has its own eligibility rules and is usually added from a prompt on the participant’s signed service agreement. This page covers the generate step it shares with NF2F and NDIA reports; for how the task is added and its own claim rules, see Establishment fee tasks.
Enlarge screenshot
Swipe across the enlarged image to read each part of the screen.
Unsaved NF2F example: the 30 minutes and participant-specific reason do not establish completed work. Both actual work dates remain blank, so no claim is generated.
Create the task with a claimable type
On Schedule›Tasks, select Create task and pick one of the three claimable types. Choosing a claimable type reveals the extra fields the claim needs.
Fill in the claim fields
Which extra fields appear depends on the type you chose.
| Field | Appears for | Blocks saving the task? | Notes |
|---|---|---|---|
| Participant | All three claimable types | Yes | Links the task to the participant you are claiming for. Required even for an initial draft. |
| NDIA request type | NDIA-requested report | No | Progress report, AT assessment report, Behaviour support report, Plan review report or Other NDIA-requested report. Enforced when you generate the claim, not when you save the task. |
| Support code | NF2F and NDIA-requested report | No | Pulled from the participant’s signed service agreements. Choose the participant first. Enforced at claim generation. |
| Actual work start / Actual work end | NF2F and NDIA-requested report | A partial or invalid entered interval also prevents saving | Record the real work interval in the stated work timezone. This establishes delivery timing; Due date is not the service date. |
| Time spent (minutes) | NF2F and NDIA-requested report | No | The minutes logged against the claim. Enforced at claim generation. |
| Reason | NF2F and NDIA-requested report | No | Describe how the work supports the participant. The reason links the time to the participant for NDIS audit. Enforced at claim generation. |
| Admin related (no charge) | NF2F only | No, unticked by default | A checkbox. Tick it when the work was admin or overhead (rostering, data entry, internal meetings) rather than a billable non-face-to-face support. |
Note
The form marks NDIA request type, Support code, Time spent and Reason with a red asterisk, and they do read as required, but those fields may remain blank when saving an initial draft with a Participant. They are enforced at claim generation. Actual work fields may also remain blank in a draft; once you enter an interval, both dates and times must be complete, valid and not in the future before Create task or Save changes can succeed.
The support code list is built from signed service agreements only, and is filtered to the supports that are eligible for the claim type. If the participant has none, the picker stays empty.
Watch out
Ticking Admin related (no charge) blocks the NF2F claim outright: generating shows “Marked admin related (no charge), so it cannot be claimed as non-face-to-face.” Only tick it for overhead work you do not intend to bill, and only NF2F carries this checkbox; it is not offered on NDIA-requested report or Establishment fee tasks.
Select Create task to save. As with any task, it starts in the To do lane.
Complete the task
Work the task through to Done, either by opening it and selecting Mark done, or by dragging its card to the Done lane on the board.
Note
NF2F and NDIA-requested report claims can only be generated once the task is Done. An establishment fee can be generated as soon as the task is eligible, without waiting for Done.
Generate the claim
Open the task. The claim button sits at the right-hand end of the Task type pills row in the Edit task drawer, past the last pill, so it is the first thing you see when the task opens. Its label matches the type:
| Type | Button |
|---|---|
| NF2F | Generate NF2F claim |
| NDIA-requested report | Generate NDIA-report claim |
| Establishment fee | Generate establishment fee claim |
For NF2F and NDIA-requested report, the button only appears once the task’s Status is Done; before that it is not in the drawer at all, so there is nothing to hover for an explanation. Establishment fee shows its button regardless of status, because eligibility rather than completion is what gates it.
Select the button to save the current claim fields and generate a charge in Billing for review before invoicing (Finance›Billing). While it runs, the button keeps its label but hides it behind a spinner and stops accepting presses. When it finishes, it is disabled and reads “Claim generated ✓”, and a toast confirms “Claim generated.”
Watch out
A task claim is generated once. Archiving a task does not cancel its existing charge or permit a duplicate claim. Check the original charge in Billing before making a correction. If an outcome is uncertain, reopen the task and inspect its generated-claim state and Billing before retrying. The current claim action saves the charge and task link together; do not create a duplicate task to repeat the claim.
Why a claim might be blocked
Selecting Generate re-checks eligibility on the spot. If anything is not right, you see a message naming the first problem found (fix it and select Generate again to see if there is another). Common reasons for NF2F and NDIA-requested report:
| Reason | Applies to |
|---|---|
| Task is not yet marked Done | Both (the button is hidden, not just disabled) |
| No support code chosen, or the chosen support is not flagged eligible for this claim type in the NDIS catalogue | Both |
| The linked service agreement does not record NF2F, or NDIA-report, claiming terms | Both |
| The actual work start’s local service date falls outside the service agreement’s start and end dates | Both |
| Reason is missing, or shorter than 10 characters | Both |
| Time spent is not recorded, or is 0 | Both |
| NDIA request type is not chosen | NDIA-requested report only |
| Marked Admin related (no charge) | NF2F only, and overrides every other check |
Good to know
Generation also checks the support rate against the applicable price limit. If it is blocked, review the support and the agreed rate before trying again. Amounts are GST-inclusive; do not add GST on top of a price cap.
Check the actual work interval and the saved charge
Before selecting Generate, verify Actual work start, Actual work end and Time spent (minutes). The claim uses the actual work start’s local service date and checks its financial eligibility, rather than treating an administrative due date as delivery. Use truthful completed work times; do not move dates to make an agreement or feature period pass.
Generating first saves the visible task fields, then validates and creates the charge with its task link. A blocked message means you must resolve the named cause and inspect the saved task before retrying. Current generation protects against generating the same task charge twice. A historical partial-link warning still needs its existing charge checked before another attempt.
After Claim generated ✓, open Finance > Billing, locate the charge and compare participant, service date, support, billable quantity and amount. Resolve any Needs attention warning before generation of an invoice. A task claim is a charge for billing review; it is not an issued invoice, an approved timesheet or a worker payment.
When entering an actual interval, complete both dates and times, put the end after the start and keep the end no later than now. An incomplete or future interval is rejected when saving.
Compare three different time fields
| Field | Meaning |
|---|---|
| Due date | When the office follow-up should be completed; it does not establish delivery. |
| Actual work start / Actual work end | When completed work really happened, in the stated timezone. |
| Time spent (minutes) | The positive minutes proposed for this claim. Compare them with the recorded work and its billable purpose. |
For example, a truthful 09:00 to 09:30 completed NF2F interval and 30 billable minutes can support a draft claim only when the participant, signed-agreement terms and selected support permit that work. A reason such as “Prepared the participant’s agreed support handover from the completed visit” explains the activity; “admin” does not establish billability. If it was actually rostering or internal overhead, tick Admin related (no charge) and do not generate an NF2F charge. Saving and marking Done do not override these checks.