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:
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