Overview
Setting up Billing Category will require Reference codes to be able to bill the client with the rates and pay the staff with the correct amount based on their service provided. Oter reference codes are also used for Invoices, Payroll Integration, and Billing Integrations. To be able to know the corresponding Reference Code that each Reference field will require, this article will be helpful in understanding how these reference codes are derived and identifying where to fill up these Reference fields.
Reference Table
Array
Index/Field Name | Name | Uses within CareVision * | Notes from CareVision | Additional notes |
0 = Ref 1 | refOne | Activity ID
(MYOB Activity Slip & MYOB Time Billing) | IncomeCode | If blank,
defaults to the Billing Category’s Organisation Reference. |
| | | |
Income
Account | | credit_account | Epicor = Part Number |
| | | |
| | | Xero = Account Code |
| | | |
| | | MYOB = Activity ID |
1 = Ref 2 | refTwo | Cost Centre
(Payroll Metrics) | CostCode | |
| |
Cost
Account | Payroll Category (MYOB Activity
Slip & MYOB Payroll) |
2 = Ref 3 | refThree | Service
Type ID (CHSP) | DEX ID | |
|
service
type id |
3 = Ref 4 | refFour | Support Number
(NDIS) | claimid | |
|
Added
to the “Note” field, along with description, time, and adjustment status.
(MYOB Time Billing) |
4 = Ref 5 | refFive | CaseId (QCSS) | QCSS-OMS →
CaseId | |
5 = Ref 6 | refSix | Claim
Type (NDIS) | ndis code | |
|
claim type |
6 = Ref 7 | refSeven | | type of charge | |
7 = Ref 8 | refEight | Job (MYOB Time
Billing & MYOB Payroll) | Debit_Ledger_code | |
8 = Ref 9 | refNine | | CREDIT_LEDGER_CODE | |
9 = Ref 10 | refTen | | CREDIT_ACCOUNT | |
10 = Ref 11 | refEleven | | ROLE | |
11 = Ref 12 | refTwelve | | SERVICE TYPE | |
|
WIC CODE |
12 = Ref 13 | refThirteen | Territory ID - used on Epicor Clients Export | DEPT | |
13 = Ref 14 | refFourteen | |
| Mainly used for NDIS Client and used for updating the price catalog
|
14 = Ref 15 | refFifteen | Sleepover
Billing Category, Sleepover Category - Sleepover Description (Payroll
Metrics) | | |
| |
Pay
Element / Sleepover Description | Sleepover Billing Category,
Interruptions - Pay Element (Payroll Metrics) |
| |
| Travel With Client Billing
Category - Pay Element (Payroll Metrics) |
| |
| Callout Distance Billing
Category - Pay Element (Payroll Metrics) |
15 = Ref 16 | refSixteen | HACC
export | | |
|
HACC
Category |
16 = Ref 17 | refSeventeen | (Upcoming) Prepended before the Income Account. Useful for Natural Accounts. | | |
|
Income
Code Prefix |
17 = Ref 18 | refEighteen | (Upcoming) Prepended before the Cost Centre. | | |
|
Cost
Centre Prefix |

For “Uses within Care Vision” column is empty this means that at the time of writing this reference field is not yet used within the Care Vision system.
References
Reference codes have three main sources of reference ID:
Organisation References:
Organisation references are defined on the Settings > General Configuration page in the web portal.
Funding Source References:
Funding source references are created in a funding source template and are subsequently used when creating a client funding record.
When creating a client funding record, the references from the associated funding source template are copied over. However, once the client funding is created, it retains its own copy of these references. If any changes are made to the references in the funding source template after the client funding has been created, these changes will not be reflected in the existing client funding entries. This ensures that the client funding retains a consistent set of references regardless of any modifications to the original template.
Line-Item References (Billing Category References)
Line-item references are defined on the Billing Category page in the UI, under the rate setting of the billing category.
These references are used in a similar manner to how rates are retrieved when calculating a line item. The process of retrieving and applying line-item references during calculations follows the same method as rate retrieval.
Merging References
Generating of invoices and payroll will involve reference codes that are derived from a combination of the above references.
Income & Cost Codes
In Carevision, it's essential to set up Income and Cost Codes correctly to prevent them from being flagged during the Service Review process. Proper mapping is also required to proceed with Payroll and Invoicing.

This would depend on your Chart of Accounts structure.
Below is the structure Carevision uses to combine reference codes for generating Income and Cost Codes:
Income Code
[Branch/Organisation Ref17] +[Funding Source Template Ref17] + [Billing Category Ref17] + [Branch/Organisation Ref1] + [Funding Source Template Ref1] + [Billing Category Ref1]
Cost Code
[Branch/Organisation Ref18] + [Funding Source Template Ref18] + [Billing Category Ref18] + [Branch/Organisation Ref2] + [Funding Source Template Ref2] + [Billing Category Ref2]
Important Notes:
Related Articles
Employment Hero Integration Guide
The Employment Hero and CareVision integration streamlines payroll processing by automatically transferring employee data, such as timesheets and pay details between systems. Information syncs from CareVision to Employment Hero for employee records. ...
CareVision’s Knowledge Base
CareVision provides a Knowledge Base where you can find articles, step-by-step guides, troubleshooting resources, and tutorial videos to help you get the most out of CareVision products. The Knowledge Base is updated regularly, with new documentation ...
Submit a Ticket to CareVision
CareVision aims to provide assistance so you can make the most of our platform and maintain smooth operations. We provide several ways for you to receive help quickly and easily. Submitting a ticket is one of the fastest ways to reach our support ...
Start Your Journey with CareVision
We are delighted to welcome your team to CareVision. We understand that starting something new can sometimes feel overwhelming, and we want you to know that we are here to support and guide you as you start your journey toward the ultimate care ...
Talk to Carly: CareVision’s AI Support Assistant
Carly is CareVision’s AI support assistant, designed to help you get instant answers to your questions at any time. By chatting with Carly, you can quickly resolve common issues, learn how to use features, and access helpful resources without waiting ...