SAH Reconciliation Items Export

Overview

TurnPoint's Reconciliation Items Export provides detailed reporting on all SAH reconciliation activity, allowing you to analyse claimed amounts, government contributions, client contributions, and budget drawdowns across all reconciliations in a single comprehensive report.

Accessing the Export Tool

Navigate to SAH → Reconciliations and click the Export button in the toolbar.

Export Dialogue Options

The export dialogue allows you to configure your report parameters:

Export Limitations

The current export is limited to a maximum of 10,000 reconciliation items. If your data exceeds this limit, consider filtering by date range or specific criteria to stay within the limit.

Understanding the Export Columns

Export Column Definitions

• Client Full Name: Client name formatted according to your system settings (First Last or LAST, First)
• Reconciliation Reference: Unique identifier for the reconciliation batch
• SAH Service Type: Support at Home service code and description
• Claimed Amount: Total amount claimed to government for the service
• Paid Amount: Amount actually paid by government after reconciliation
• Govt Contribution: Government's portion of the service cost
• Client Contribution: Client's co-contribution amount (if applicable)
• Budget Drawdown: Budget categories affected by the reconciliation item

Common Use Cases

Financial Reconciliation Analysis

Use the export to compare claimed amounts versus paid amounts across all reconciliations, identifying any discrepancies or payment variations for investigation.

Client Contribution Reporting

Filter and analyse client contribution amounts to understand co-payment patterns and prepare client invoicing.

Budget Impact Tracking

Review budget drawdown information to understand how reconciliations affect different funding pools and client budget balances.

Best Practices

• Use date filters to focus on specific reconciliation periods
• Compare exports over time to track trends in government payments
• Store exports securely as they contain client financial information

Tips for Large Data Sets

If you regularly exceed the 10,000 item limit look to shorten your date range