---
title: General Settings in quickclaim
description: general configuration
---

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1. [Knowledge Base](https://wiki.quickclaim.io/knowledge?hsLang=en)
2. [Settings](https://wiki.quickclaim.io/knowledge/settings?hsLang=en)

# General Settings in quickclaim

### General Settings

General settings are stored per organisation in the GeneralSettings table as settingName / settingValue pairs.

For boolean settings, the application treats **only the exact string** "true" as enabled.

| Value | Behaviour |
| --- | --- |
| "true" | Enabled |
| "false" | Disabled |
| Missing | Disabled (unless the code provides a default) |
| Any other value | Disabled |

---

issueInvoiceForUnpaidClaims

Controls **when invoices are created for Agency claims**.

 Behaviour

### false (default behaviour)

The system waits until the NDIS claim detail has been received before issuing invoices.

After claim detail is successfully processed as PAID, transactions of that claim move to:

 

```
IN_PROGRESS → PENDING_ISSUE_INVOICE
```

---

### true

Invoices are issued immediately after the claim batch is submitted, before the NDIS payment outcome is known.

Once claim detail is received:

- successfully paid claims are generally closed as PAID
- invoice generation has already occurred

This is why the setting is called **"issue invoice for unpaid claims"**—the invoice is created while the claim is still awaiting an NDIS payment result.

---

```
adjustmentConfig
```

Determines how **price-capped claims** are handled.

> **Note**
> 
> This setting only has an effect when issueInvoiceForUnpaidClaims is also enabled.

```
Behaviour
```

### Both settings = true

If NDIS pays **less than the claimed amount** due to price capping:

- the transaction is routed to **Invoice Adjustment**
- the adjustment process uses: 
    - the previously issued invoice
    - the actual amount paid
- an adjustment invoice is generated

---

### adjustmentConfig = false

Price-capped claims are **not** sent through Invoice Adjustment.

Instead they are treated as successfully completed and paid after claim detail processing.

---

### NDIS cancellations

NDIS cancellations are handled independently of this setting.

| Scenario | Behaviour |
| --- | --- |
| Invoice already exists | Always sent to Invoice Adjustment |
| No invoice exists | Transaction is rejected |

---

```
claimingGroupByExpression
```

Controls how **Agency claim invoices** are grouped.

The value is a comma-separated list of transaction fields.

Example:

 

```
ndisNumber
```

or

 

```
participantId,financialContact.id
```

The application:

1. reads each configured field from the transaction
2. concatenates the values
3. passes the resulting grouping key into the invoice stored procedure

Transactions with the same grouping value are intended to be invoiced together.

```
Defaults
```

| Flow | Default |
| --- | --- |
| issue-invoices-for-claims-v2 | ndisNumber |
| issue-invoices-for-unpaid-claims | ndisNumber |
| AR App v2.2 | Always starts with participantId,financialContact.id, then appends this setting if configured |

---

```
claimReferenceUserField
```

Controls which user field is included in the generated NDIS claim reference.

Default:

 

```
userField1Value
```

The generated claim reference is approximately:

 

```
orgId_ndisRego_randomId_selectedUserFieldValue
```

The final value is truncated to **50 characters**.

> This setting **does not** affect invoice grouping.
> 
> It only controls the claim reference sent to NDIS and stored in workflow records.

---

```
invoicingGroupByExpression
```

Controls how **PL/SL invoices** are grouped.

Like claimingGroupByExpression, this is a comma-separated list of transaction fields used to generate the grouping key passed into the invoice stored procedure.

```
Defaults observed
```

| Flow | Default |
| --- | --- |
| Non-AR flow | clientNumber,userField2Value |
| AR App v2.2 | Always starts with participantId,financialContactId, then appends this setting if configured |

---

```
issued-invoice-aggregation-template-INV
```

A JSONata transformation template used after raw issued invoice rows have been created for invoice-origin records (origin = "INV").

It controls how invoice rows are transformed into the final output, including:

- invoice line fields
- descriptions
- dates
- GL/D fields
- user fields
- credit fields
- …

---

```
issued-invoice-aggregation-template-CLAIM
```

Equivalent to issued-invoice-aggregation-template-INV, but applied to claim-origin records (origin = "CLAIM").

This allows Agency claim invoices to have a different output layout from PL/SL invoices.

---

```
ndis-contact
```

Stores the configured **NDIS contact ID** for an organisation.

During Service Delivery import validation:

- Agency transactions must use this configured contact
- if a different contact is supplied, the transaction is marked **Incomplete**
- a validation error indicates that the configured NDIS contact must be used

If ndis-contact is not configured, this validation rule is skipped.

---

```
serviceDeliveryImportPersistErrors
```

You could document it like this to stay consistent with the rest of the page:

---

```
serviceDeliveryImportPersistErrors
```

Controls whether **invalid Service Delivery bulk import rows are persisted as shift records**.

```
Valid values
```

| Value | Behaviour |
| --- | --- |
| YES | Invalid rows are persisted as errored shift records for review. |
| NO | Invalid rows are not persisted. They are only returned in the generated error file. |
| null (or not configured) | Behaves the same as NO. |

```
Behaviour
```

When this setting is enabled (YES):

- invalid rows from a Service Delivery bulk import are saved as **errored shift records**
- users can review and correct them within the application
- the rows are still included in the generated error file

When disabled (NO or null):

- invalid rows are **not** persisted
- validation failures are only reported in the generated error file

- [Getting Started](https://wiki.quickclaim.io/knowledge/getting-started?hsLang=en#main-content)

    - [NDIS APIs](https://wiki.quickclaim.io/knowledge/getting-started?hsLang=en#ndis-apis)
    - [Aged Care Web Services](https://wiki.quickclaim.io/knowledge/getting-started?hsLang=en#aged-care-web-services)
- [Accounts Receivable (AR) Module](https://wiki.quickclaim.io/knowledge/accounts-receivable-ar-module?hsLang=en)
- [NDIS](https://wiki.quickclaim.io/knowledge/ndis?hsLang=en#main-content)

    - [Participants](https://wiki.quickclaim.io/knowledge/ndis?hsLang=en#participants)
    - [Service Bookings](https://wiki.quickclaim.io/knowledge/ndis?hsLang=en#service-bookings)
    - [Budget](https://wiki.quickclaim.io/knowledge/ndis?hsLang=en#budget)
    - [Roster of Care](https://wiki.quickclaim.io/knowledge/ndis?hsLang=en#roster-of-care)
    - [Service Delivery](https://wiki.quickclaim.io/knowledge/ndis?hsLang=en#service-delivery)
    - [Claiming Workflow](https://wiki.quickclaim.io/knowledge/ndis?hsLang=en#claiming-workflow)
    - [Invoicing Workflow](https://wiki.quickclaim.io/knowledge/ndis?hsLang=en#invoicing-workflow)
- [Support at Home](https://wiki.quickclaim.io/knowledge/support-at-home?hsLang=en#main-content)

    - [Care Recipients](https://wiki.quickclaim.io/knowledge/support-at-home?hsLang=en#care-recipients)
    - [Care Recipient 360](https://wiki.quickclaim.io/knowledge/support-at-home?hsLang=en#care-recipient-360)
    - [Budget](https://wiki.quickclaim.io/knowledge/support-at-home?hsLang=en#budget)
    - [Transactions](https://wiki.quickclaim.io/knowledge/support-at-home?hsLang=en#transactions)
    - [Claims](https://wiki.quickclaim.io/knowledge/support-at-home?hsLang=en#claims)
    - [Ready to Invoice](https://wiki.quickclaim.io/knowledge/support-at-home?hsLang=en#ready-to-invoice)
    - [Statements](https://wiki.quickclaim.io/knowledge/support-at-home?hsLang=en#statements)
- [Tableau Analytics](https://wiki.quickclaim.io/knowledge/tableau-analytics?hsLang=en)
- [Settings](https://wiki.quickclaim.io/knowledge/settings?hsLang=en#main-content)

    - [Registrations](https://wiki.quickclaim.io/knowledge/settings?hsLang=en#registrations)
    - [Notifications](https://wiki.quickclaim.io/knowledge/settings?hsLang=en#notifications)
- [Releases](https://wiki.quickclaim.io/knowledge/releases?hsLang=en)
- [For Developers](https://wiki.quickclaim.io/knowledge/for-developers?hsLang=en#main-content)

    - [API Getting Started](https://wiki.quickclaim.io/knowledge/for-developers?hsLang=en#api-getting-started)
    - [Sandbox and Authentication](https://wiki.quickclaim.io/knowledge/for-developers?hsLang=en#sandbox-and-authentication)
    - [Public API Reference](https://wiki.quickclaim.io/knowledge/for-developers?hsLang=en#public-api-reference)
    - [Budget APIs](https://wiki.quickclaim.io/knowledge/for-developers?hsLang=en#budget-apis)
    - [Errors and Limits](https://wiki.quickclaim.io/knowledge/for-developers?hsLang=en#errors-and-limits)
    - [NDIS Rejection Codes](https://wiki.quickclaim.io/knowledge/for-developers?hsLang=en#ndis-rejection-codes)
- [Link](https://wiki.quickclaim.io/knowledge/link?hsLang=en#main-content)

    - [Invoices](https://wiki.quickclaim.io/knowledge/link?hsLang=en#invoices)

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