Custom Finance Integration
If your organisation does not use any of the finance packages we currently integrate with, we can potentially create a customised export to meet the specific requirements of your organisation and the finance package it uses.
We require specification documentation for each export required by the finance package so that we can ascertain an accurate scope of work and provide cost and time estimates for the engineering work required.
Most service providers choose to purchase Support Contracts to pay for custom integrations as a way to minimise the costs.
Please note that all custom exports must be submitted to SupportAbility via your organisation's Authorised Representatives for estimation and approval.
Creating a custom export specification
We require a Data Export Specification for any and all custom export requests. Please review the Data Export Specification article for more information. Please also download our SupportAbility Custom Export Specification Toolkit to help design your custom export and communicate your requirements.
Internal Accounts Receivable Invoice Export Options
The following table lists the various field data that is available to export when exporting Internal Accounts Receivable Invoices and their associated line items from SupportAbility. This table can be used like a shopping list when creating your custom Data Export Specification and deciding which data you would like to be transferred across to your finance system.
| Data | Description | Entity | Example |
| Debtor Name | The name of the Debtor (Client, Client Contact, or Contact). Client Debtor: Client's first and last name Client Contact Debtor: Client contact's first and last name Contact Debtor: Company name if available or primary contact first and last name |
Invoice (Header) | ABC Plan Management Pty Ltd |
| Debtor ID | Client Debtor: Client Debtor ID or NDIS Number depending on the invoicing configuration setup within SupportAbility Client Contact Debtor: Client Contact's Debtor ID Contact Debtor: Contact's Debtor ID |
Invoice (Header) | ABC001 |
| Auto Debtor ID | A Debtor ID auto-generated by SupportAbility comprising of a record type identifier concatenated with the ID of the record itself: Eg. Client Debtor: CL_123 for Client record with ID of 123 Client Contact Debtor: CC_123 for Client Contact record with ID of 123 Contact Debtor: CO_123 for Contact record with ID of 123 |
Invoice (Header) | ABC001 |
| Debtor Record Type | Client, Client Contact or Contact | Invoice (Header) | Contact |
| Debtor Post Address | Client Debtor: Client's postal address Client Contact Debtor: Client contact's postal address Contact Debtor: Contact's postal address |
Invoice (Header) | 1 Smith Street |
| Debtor Postal Suburb | Client Debtor: Client's postal suburb Client Contact Debtor: Client contact's postal suburb Contact Debtor: Contact's postal suburb |
Invoice (Header) | South Melbourne |
| Debtor Postal State | Client Debtor: Client's postal state Client Contact Debtor: Client contact's postal state Contact Debtor: Contact's postal state |
Invoice (Header) | VIC |
| Debtor Postal Postcode | Client Debtor: Client's postal postcode Client Contact Debtor: Client contact's postal postcode Contact Debtor: Contact's postal postcode |
Invoice (Header) | 3205 |
| Client Name | Client's first and last name | Invoice (Header) | Tim Swanston |
| Client Postal Address | Client's postal address | Invoice (Header) | 6 Black Street |
| Client Postal Suburb | Client's postal suburb | Invoice (Header) | Carlton |
| Client Postal State | Client's postal state | Invoice (Header) | VIC |
| Client Postal Postcode | Client's postal postcode | Invoice (Header) | 3053 |
| Client NDIS Number | The Client's 9 digit NDIS number | Invoice (Header) | 123456789 |
| Invoice Number | The invoice number generated by SupportAbility. Please review documentation on Invoice Number Formatting Options |
Invoice (Header) | 000123SA |
| Invoice Batch ID | The ID of the invoice batch as generated by SupportAbility | Invoice (Header) | 63 |
| Invoice Date | The invoice date (same as the date the invoice batch was generated) |
Invoice (Header) | 08/09/2017 |
| Activity Date | The start date of the activity that the invoice item relates to | Invoice Item | 06/09/2017 |
| Activity Time | The start time of the activity that the invoice item relates to | Invoice Item | 3:15pm |
| Site | The name of the Service for the activity that the invoice item relates to | Invoice Item | Melbourne |
| Service | The name of the Site for the activity that the invoice item relates to |
Invoice Item | In Home Care |
| Quantity | The quantity of the invoice item | Invoice Item | 3.5 |
| Unit of Measure (UoM) | The units used by the Invoice item:
|
Invoice Item | hours |
| Rate | The rate of the invoice item | Invoice Item | 67.12 |
| Description | This element may include:
|
Invoice Item | Self Care Assistance : CAT0001 : 01_006_0104_1_1: Personal Activities High: assistance with self-care activities on Saturdays - higher intensity |
| GL Code | The auto-allocated General Ledger Code for this invoice item based on the site, service and payment method | Invoice Item | 4-4200 |
| Job Code | The auto-allocated Job Code for this invoice item. This field will be empty unless Job Codes have been configured | Invoice Item | MEHOSA Denotes Melbourne, In Home Care on a Saturday |
| Ex-GST Amount | The value of the invoice item exclusive of GST | Invoice Item | 234.92 |
| GST | The value of the GST for this invoice item | Invoice Item | 0 |
| Inc-GST Amount | The value of the invoice item inclusive of GST | Invoice Item | 234.92 |
| Tax Code | Designed to show if the item attracts GST: eg. GST: if invoice item contains GST FRE: if invoice item does not contain GST |
Invoice Item | FRE |
| Currency | Generally hard-coded to 'AUD' | Invoice Item | AUD |
Debtor Export Options
The following table lists the various field data that is available to export when exporting Debtors from SupportAbility. This table can be used like a shopping list when creating your custom Data Export Specification and deciding which data you would like to be transferred across to your finance system.
| Data | Description | Example |
| Debtor Name | The name of the Debtor (Client, Client Contact, or Contact). Client Debtor: Client's first and last name Client Contact Debtor: Client contact's first and last name Contact Debtor: Company name if available or primary contact first and last name |
ABC Plan Management Pty Ltd |
| Debtor ID | Client Debtor: Client Debtor ID or NDIS Number depending on the invoicing configuration setup within SupportAbility Client Contact Debtor: Client Contact's Debtor ID Contact Debtor: Contact's Debtor ID |
ABC001 |
| Auto Debtor ID | A Debtor ID auto-generated by SupportAbility comprising of a record type identifier concatenated with the ID of the record itself: Eg. Client Debtor: CL_123 for Client record with ID of 123 Client Contact Debtor: CC_123 for Client Contact record with ID of 123 Contact Debtor: CO_123 for Contact record with ID of 123 |
CO_123 |
| Debtor Post Address | Client Debtor: Client's postal address Client Contact Debtor: Client contact's postal address Contact Debtor: Contact's postal address |
1 Smith Street |
| Debtor Postal Suburb | Client Debtor: Client's postal suburb Client Contact Debtor: Client contact's postal suburb Contact Debtor: Contact's postal suburb |
South Melbourne |
| Debtor Postal State | Client Debtor: Client's postal state Client Contact Debtor: Client contact's postal state Contact Debtor: Contact's postal state |
VIC |
| Debtor Postal Postcode | Client Debtor: Client's postal postcode Client Contact Debtor: Client contact's postal postcode Contact Debtor: Contact's postal postcode |
3205 |
| Phone Number | Client Debtor: Client's home number Client Contact Debtor: Client contact's home number Contact Debtor: Contact's phone number |
03 1234 5678 |
| Mobile Number | Client Debtor: Client's mobile number Client Contact Debtor: Client contact's mobile number Contact Debtor: Contact's primary contact mobile number |
0400 000 000 |
| Email Address | Client Debtor: Client's email address Client Contact Debtor: Client contact's email address Contact Debtor: Contact's primary contact email address |
info@abc.com.au |
| Client Name | The related Client's name in cases where Debtor is a Client or Client Contact Nominee (Billing Contact ) record. (NOTE: EMPTY when the Debtor is a Contact record) | Tim Swanston |
| Client NDIS Number | The Client's NDIS Number in cases where Debtor is a Client or Client Contact Nominee (Billing Contact ) record. (NOTE: EMPTY when the Debtor is a Contact record) | 123456789 |