> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# SAH bulk import AT-HM expenses
> Upload Assistive Technology and Home Modifications expenses in bulk using a CSV template
The AT-HM Bulk Upload feature lets you import multiple Assistive Technology and Home Modifications expense items into Visualcare at once using a CSV file. This is useful when you're exporting invoice data from an accounting system or converting scanned invoices rather than entering items one by one.
When imported, items appear on the client's **Expenses** tab and in the **Ready to Claim** section of the SAH claiming screen. If any fields contain missing or incorrect data, Visualcare flags them during claim review but doesn't block the upload.
## What you'll need
* AT-HM agreements set up for the client (see [SAH assistive technology and home modifications](/client-management/sah-at-hm))
* AT-HM services in your database (SERV-0061 to SERV-0068)
* Expense categories configured in your database (see [SAH assistive technology and home modifications](/client-management/sah-at-hm))
## Uploading AT-HM expenses
Go to **Operations** → **Import CSV**.
Choose **Expenses** from the import type drop-down.
Click **Download Example CSV with ATHM** to download the AT-HM template file. This gives you the correct column structure including the AT-HM-specific fields.
Open the file and enter your expense data. See [CSV field reference](#csv-field-reference) below for a description of each field.
Save the file as **CSV (Comma delimited)** format when you're done. Other CSV formats cause import errors.
Back in Visualcare, click **Select file**, choose your saved CSV, then click **Upload**.
On the mapping screen, check that the **Columns in Database** match the corresponding columns from your file. If you used the Visualcare template without renaming columns, the mapping fills in automatically.
Scroll down and click **Preview Import** to see a sample of the records about to be created.
Review the preview data, then click **Process Import** to create the expense records.
The success summary shows how many records were processed. Click **Back to Import** when you're done.
## CSV field reference
| Field | Description | Entry |
| ------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------- |
| AT-HM Parent Expense ID | For wraparound services linked to an AT-HM item already in Visualcare. Use the expense ID shown in Visualcare. Leave blank for new standalone items. | Expense ID |
| AT-HM Parent Item Id | For wraparound services uploaded in the same CSV as their parent item. Assign a unique ID in your spreadsheet and use the same ID in the parent item's row. | User-defined ID |
| AT-HM Item/Wraparound | Whether this row is an AT-HM item or a wraparound service | "Item" or "Wraparound" (case-sensitive) |
| Category | Expense category from your Visualcare database | For example, "Equipment" |
| Date | Date of service or delivery | DD/MM/YYYY |
| InvoiceNumber | Supplier invoice number | Text |
| Supplier | Supplier name | Text |
| Description | Item description | Text |
| Units | Quantity of items | Number |
| Amount | Total cost of the item | Number |
| Note | Internal note attached to the expense record. Not included in the claim. | Text |
| IsCharge | Whether to charge this expense against client funding | TRUE or FALSE |
| ClientCode | Visualcare client code | Client ID |
| Agreement | Visualcare agreement code | Agreement code |
| ServiceCode | Visualcare service code linked to the SAH AT-HM service | Service code |
| AT-HM Item Code | Item code from the relevant government schedule. Items use Table D codes. Wraparound services use Table F codes. | Item code |
| AT-HM Is Prescribed | Whether a health professional prescribed the item | TRUE or FALSE |
| AT-HM Prescribed By | Health professional type code from Table E | Code |
| AT-HM Prescribed By Other | Prescribing professional description if the professional type is not in the standard Table E list | Text |
| AT-HM Is First Payment | Whether this is the first payment for this item | TRUE or FALSE |
| AT-HM Is Loaned | Whether the item is loaned to the participant rather than purchased | TRUE or FALSE |
| Home Support Item Code | For SAH service codes that need additional classification information | Code |
| IsReimburse | For worker reimbursement using the existing expense process | TRUE or FALSE |
| CarerCode | Worker code. For reimbursements only. | Worker code |
| PayCode | Pay code. For reimbursements only. | Pay code |
The following fields are not applicable for AT-HM uploads. Leave them blank: **Cost**, **MarkupUse**, **MarkupBy**, **MarkupDesc**, **MarkupChargeCode**, **ChargeCode**.
## Tips for filling in the template
**Items vs wraparounds**
Use "Item" for AT-HM purchases and "Wraparound" for associated services such as delivery or installation. The value is case-sensitive.
**Linking wraparounds to parent items**
If the parent AT-HM item is already in Visualcare, enter its expense ID in the **AT-HM Parent Expense ID** column. If you're uploading the parent item in the same CSV, leave **AT-HM Parent Expense ID** blank and use **AT-HM Parent Item Id** instead - assign any unique identifier in your spreadsheet and use the same value in both the parent item row and the wraparound row.
**Mark-up fields**
Leave all mark-up fields blank. Under Support at Home, administration costs are claimed as wraparound services rather than mark-ups.
**Save format**
Always save as **CSV (Comma delimited)**. Other variants such as CSV UTF-8 or CSV (Macintosh) can cause column mapping or import errors.
## Running into issues?
See [SAH claiming troubleshooting](/troubleshooting/sah-claiming-errors) for common errors and fixes.
## Related articles
Set up AT-HM agreements, categories, and services before bulk importing
Configure Support at Home agreements for your clients
Add and manage expense records on a client profile
Submit AT-HM and service claims through the SAH claiming screen