SAH - Bulk Copy Client Budgets

Under Support at Home, the Government creates unique budgets per client per funding source per quarter. As such TurnPoint needs the capability to match up a government budget to an internal client budget and thus requires budgets to be quarterly.

We understand that often budgets dont change between quarters so we have built a quick copy tool to help streamline this process for you. 

Accessing Bulk Copy

To access the Bulk Copy feature you will need to be in the Support at Home Budgets area:

Step 1: Criteria

In this step you will setup the criteria that you want the budgets to be copied:

• Date Range (Required)
  This is the only required field. This field you select a range of budget END DATES that you want the system to filter for. 
  
  In most circumstances you will want both fields to be the end date of a quarter. I.e. From and To would be 31/12/2025. 
  
  The reason for this is you only want to copy over the most recent copy of a budget, if a client moved levels mid quarter (i.e. has two active budgets) you dont want to copy over both you only want to copy over the most recent one
   
• Budget Status
  Select which status the budget has to be before copying over. Almost always this should be "Active"
   
• Funding Type
  Select which funding types you want the system to look for when copying over. Most common ones are the SAH Quarterly Client
   
• Clients
  You can select certain clients to copy over if you wish
   

Confirm Budgets to Copy

In this step users will review the budgets that have been found based off the criteria set in step one - you can use the arrow to expand and see a full list

In this step users will also need to set new start and end dates for the budgets that are about to be created from the copy tool. 

As this feature is designed for copying between quarters this will almost always be the start and end dates for the next quarter. I.e. 01/01/26 to 31/03/26

Confirmation

To avoid duplication - TurnPoint will try determine if a duplicate already exists for the client and display warnings if it thinks it has found one based off date range, package type and client. 

If successful the system will display a success message and you can navigate out of the the wizard. 

You will find these copied budgets on the budget page ready for you to review. Copied budgets will be set to draft and you can use the filters to trim the list based off status and date range:

You can then use the Bulk Update tool to set these to Active Status

---

Important Note 

The Bulk Copy Budgets feature copies the exact same data from the previous budget. It does not automatically adjust or recalculate figures based on changes in date ranges or other variables.
For example:

• Budget Available Amount will remain the same as the original budget, even if the new quarter has different funding allocations.

It is the provider’s responsibility to review and update copied budgets where necessary to ensure accuracy.