Why can’t I see the client’s NDIS Plan or line item when rostering?
1 min read
Updated
October 2026
The NDIS Plan isn't listed
Only plans whose dates cover the shift date are listed. Check the shift date against the plan’s start and end dates.
If the client’s old and new plans both cover the shift date, you’ll see both.
If the client has no plan yet, create one first.
The line item isn't listed:
With an NDIS Plan picked, you only see line items assigned to the client under that plan and the chosen pricebook. Add the service in Assign Line Items, and check you picked the right pricebook.
With no plan picked, you see every active line item in the pricebook.
Archived or inactive line items never show.
The Funding Period isn't listed:
Pick the NDIS Plan first. Funding Periods belong to a plan.
Deleted Funding Periods don’t show.
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Care Coordination & Client Funding : New Updates
