Have clarity and control over your funds
Plan Partners Dashboard makes it easy to manage your budgets. Here, you can track your spending, approve invoices and get handy tips along the way.
And because it’s also available as an app, you can access all its features on the go, when it suits you.
Key features and benefits
Everything carefully designed so you can manage your NDIS funds efficiently.
100% compatible
Available on all major devices, including your mobile, so you have 100% flexibility and compatibility.
Better control over invoices
Have a full overview on the status of your invoices. Plus, the option to approve them on the spot before we send them to the NDIS.
Next day reimbursements
If you’ve paid for something out of pocket, submit a request for reimbursement, and get your money back next business day.
Exclusive customer benefits
Get unique offers, such as our fast-tracked process for purchasing an iPad through Officeworks.
Easy access for parents and guardians
See all the NDIS details for those you care for in one central place - and switch between each account in a click.
Get paid the quick and simple way
Plan Partners Dashboard makes it easier for you to create and track the status of invoices for all your customers plan managed by us.
And because it’s also available as an app, you can access all of its features while you’re out and about.
Key features and benefits
Have access to your own Dashboard for all your customers plan managed by us.
Faster payments
Get paid within 4 business days through our Fast Payment System in your Dashboard.
Easier invoicing
Create invoices from ready-made templates and submit them on the go for faster efficiency.
Greater transparency
See the history of invoices for all customers plan managed by us and track their status, so you know when to expect payment.
Compatible
Available on all major devices, including your mobile, so you have 100% flexibility and compatibility.
Stay informed
Keep up to date in all things NDIS with the latest news, accessible through your Dashboard.
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Recommend us to your customers
We're committed to working with you and your customers to make things easier for you both. It's quick and simple for your customers to sign up for plan management with us, or to switch to us from another provider. Let's work together as a team.
Better support your customers
Plan Partners Dashboard is a handy online tool to help you give your customers the best level of support to bring their NDIS plans to life.
And because it’s also available as an app, you can access all of its features while you’re out and about.
Key features and benefits
We can organise instant access to your Dashboard as soon as we have the consent of your customers.
Multiple plans
View all the spending for your customers plan managed by us in one central place, and switch between them in a click.
Track spending
Keep on top of what your customers are spending through simple and clear breakdowns of their budgets.
Next day reimbursements
Easily create and submit reimbursements - and get paid back the next business day!
Exclusive customer benefits
Get access to unique offers for your customers, such as our fast-tracked process for purchasing an iPad through Officeworks.
Get handy tips and examples
Help your customers get the most out of their plans through handy tips and examples for what they can spend their funds on.
GET ACCESS
Recommend us to your customers
We're committed to working with you and your customers to make things easier for you both. It's quick and simple for your customers to sign up for plan management with us, or to switch to us from another provider. Let's work together as a team.