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Claimable tasks and claims
Turn a completed NF2F, NDIA report or establishment fee task into a billing claim.
Last updated · 3 July 2026
Three task types are claimable, meaning that once the work is finished you can turn the task into a finance row ready to bill 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 created for you from a signed service agreement. This page covers the generate step it shares with NF2F and NDIA reports; for how the task is created and its own claim rules, see Establishment fee tasks.
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.
1 Fill in the claim fields
Which extra fields appear depends on the type you chose.
| Field | Appears for | Required | Notes |
|---|---|---|---|
| Participant | All three claimable types | Yes | Links the task to the participant you are claiming for. |
| NDIA request type | NDIA-requested report | Yes | Progress report, AT assessment report, Behaviour support report, Plan review report or Other NDIA-requested report. |
| Support code | NF2F and NDIA-requested report | Yes | Pulled from the participant’s signed service agreements. Choose the participant first. |
| Time spent (minutes) | NF2F and NDIA-requested report | Yes | The minutes logged against the claim. |
| Reason | NF2F and NDIA-requested report | Yes | Describe how the work supports the participant. The reason links the time to the participant for NDIS audit. |
| 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. |
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. For NF2F and NDIA-requested report, the generate button only appears once the task’s Status is Done; before that the button is not in the drawer at all. Establishment fee shows its button regardless of status. When it is showing, it sits above the footer in the Edit task drawer, and its label and helper text match the type:
| Type | Button | Helper text |
|---|---|---|
| NF2F | Generate NF2F claim | ”Posts a NF2F finance row to invoicing using the rate from the linked support.” |
| NDIA-requested report | Generate NDIA-report claim | ”Posts a NDIA-report finance row to invoicing using the rate from the linked support.” |
| Establishment fee | Generate establishment fee claim | ”Posts a flat establishment-fee finance row at the PAPL rate for the participant. NDIS eligibility re-checked at click time.” |
Select the button to post a finance row into billing, ready to include on an invoice ( Finance ›Billing ). While it runs the button reads “Generating…”. When it finishes, it is disabled and reads “Claim generated ✓”, and the helper text switches to confirm the row is in invoicing and that regenerating means archiving the task and creating a new one.
Watch out
A claim can only be generated once per task. To redo it, archive the task and create a new one, then generate the claim again.
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 task’s date (its due date, or today if none is set) 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
Rarely, generating also fails because the rate on the linked support now exceeds the NDIS price limit for its GST code (limits are re-checked at the moment you generate, not when the support was agreed). Lower the rate on the service agreement support and try again.