Content Comparison

Please note:

If data is missing for Participants in the CSV file, please ensure that the following fields have been configured correctly:

• Category on the Opportunity record needs to have a value. If Category = null OR Private Care, then the Reference No will not show the Participant's NDIS Number.

• Service Provider on the Service Agreement record must have Record Type = Organisation and a value for the Account Number field.

• The Work Order Line Item record must have a related Agreement Item record

• The Work Order Line Item Status = Completed to generate an Invoice Line Item