A plan you can correct, an invoice you work on, and our security in writing
An NDIS plan can be amended after it is created, a draft tax invoice is edited on the invoice itself, and how Aldra protects participant information is now published.
Aldra Team2 min read
What’s new
Amend a plan after it is created
A plan’s dates and funding can be edited from the plan card in a Case’s Budgets tab. Category amounts can be changed, added or removed, and the totals are recalculated. What is already reserved or claimed is left alone.
Funding stays inside the plan it belongs to
A category is funded once, under the support budget the NDIS funding model puts it in, and a dated release of funding has to sit inside the plan’s own dates and within what its category holds.
An amendment that would not add up is refused on save and says which amount to check.
Every amendment is on the record
Editing a plan is recorded with who made the change and what was changed.
Edit a tax invoice on the invoice
A draft tax invoice is one document you work on directly. A line’s quantity and unit price open in place, still checked against the rate cap and the remaining budget. The invoice’s actions are held while an edit is unsaved.
Build the invoice from the document
Lines are added from the invoice itself, and the sessions already delivered can be pulled in without leaving it. Support codes sit with their descriptions, and quantities carry their unit.
Evidence stays off the printed invoice
Case note evidence for a line opens beside that line while you work. It is never part of the invoice that is printed or shared.
A participant’s case notes cannot leave with an invoice sent to whoever is paying it.
An invoice that reads on a phone
On a narrow screen each line becomes a readable description with its four amounts labelled, instead of a table pushed sideways.
The security paper, published
How Aldra protects participant information is readable at aldra.au/security and downloadable as a PDF. It sets out the controls that are running, the obligations they exist to satisfy, how each is verified on every change, and what Aldra does not claim.
The privacy page names the duties it is written against
The privacy page names the obligations behind it and what Aldra does about each, links the instruments it quotes to their published wording, and gives one address for any privacy question.
Availability and how to get it
Live on the web for every organisation. Plan editing is on the plan card in Budgets, and the security paper is at aldra.au/security.
Open Aldra