Set claim statuses to include for Xero integration

This article explains how to set which extract items to send to Xero for NDIS extracts.

By default, Lumary sends extract item claims with a claim status of Success from NDIS extracts across to Xero. However, you can apply a Lumary setting to define which other claim statuses (e.g. Open Claim) should be sent, to align with your accounting approach.

This option can be set in Lumary Settings. To go to Lumary Settings:

1. Click on the App Launcher nine dot grid icon.
2. Click in the Search apps and items... field.
3. Type Lumary Settings.
4. Click on the Lumary Settings text link.

Then, to set the claim statuses to be sent to Xero for NDIS extracts:

5. Click on the Integrations tab.
6. Scroll down to the Accounting Package section. If your environment is set up with Xero integration, the Accounting Package field will already be set to Xero.
7. Click in the NDIS Claim Statuses for Finance Systems field and specify additional claim statuses (other than Success) to include when sending NDIS extracts to financial systems. Use capitalised values, and a semi-colon to separate multiple values, for example: 
   • enter Open Claim;Error to send extract items with statuses of Success, Open Claim and Error to Xero, or
   • just enter Open Claim to send extract items with statuses of Success or Open Claim.  

8. Scroll back to the top of the screen and click on the Save button.