Lumary AC - This article explains how to generate a Support At Home (SAH) monthly statement extract.
Generating an SAH monthly statement extract will enable you to create monthly statement PDFs for clients.
To generate an SAH monthly statement extract:
- Go to the Lumary Extracts tab.
- Click on the Extract Type drop-down list and select SAH Monthly Statement.
- This will open several additional fields in the Type section. There are several filters that can affect which Journal Entries records are included in your extract, the following table explains the purpose and settings of each field.
| Field | Requirement | Purpose |
|---|---|---|
| Extract Type | Mandatory | Must be set to SAH. This will reveal the options listed in this table. |
| Site Name | Mandatory | Enables you to filter to only extract Journal Entry records for a particular site. |
| Client Name | Optional | Enables you to filter for a specific client. Must match the client's name exactly as it appears in the system. |
- Select the Start Date and End Date for the period you want to claim.
- Click on the Create Extract button. The process may take a few seconds; an email will be sent to you once the extract is complete.
- Click on the Refresh List button or refresh your browser and set the Extract Type to SAH Monthly Statement again, and add the date range you extracted.
The Previous Extracts section lists up to 1,000 of the most recent extracts for the extract type and date range selected. This is to avoid an error that affects providers with a large number of extracts. If your extract isn't showing, try adjusting the Start Date and End Date or go to the Extracts list view and apply filters.
- Under Previous Extracts, look for the new extract file.
- Click on the Extract ID text link to open your extract.
This will open your extract record. You should see the Extract Items list, this lists all of the items that will be included in the generation of the monthly statements PDFs. You can click on View All to see more items. Reviewing the Extract Items list is a good way to check that your extract picked up the client records you need to create a monthly statement for.
Once you've generated your extract, you can generate monthly statements for clients with Support At Home (SAH) funding.