Allowance Carry-over

Allowance carry-over can be enabled on FSM, UFSM, and Supervisor purses. When enabled, when the allowance allocation process is performed at midnight, the system will carry-over the unused allowance in accordance with the rules that have been configured. When carry over is enabled for a purse, this will then show in the user’s screen amongst the purses. The credit within carry over purses can only be spent when the main purse is available. For example, if the FSM is configured to be allowed between 12:00 and 14:00, then the FSM carry-over is also only available during these times.

Configuring Allowance Carry over

*If no rules are selected then everyone who receives this allowance will have carry over enabled. If you wish to restrict the users that have carry over enabled you can do this by selecting the relevant checkboxes.

!If Carry over rules apply to all schools is unchecked, carry over rules must be assigned to schools manually. This can be used to assign different rules to different schools if required.

Carry over rules

There are a number of rules that can be enabled to restrict the users who have their allowance carried over.

Apply to users with labels – Restricts the users receiving allowance carry over on the selected purse to those tagged with the chosen user label(s).

Apply to users in years – Restricts the users receiving allowance carry over on the selected purse to those in the chosen year group(s).

Apply to user types – Restricts the users receiving allowance carry over on the selected purse to the chosen type(s).

Carry over limits

Limits can be applied to restrict both the amount the value that can be carried over and the instances in which carry over is activated.

Minimum spend – The minimum spend needed to get any allowance carried over. If this value is set to 0 any remaining allowance is carried over.

Maximum value – This sets the maximum value that can be accrued from carry over. If this value is set to 0 no maximum limit will be imposed.

Maximum carry forward – This sets the maximum value that can be carried over each day. If this value is set to 0 no maximum limit will be imposed.

Clear carry over

You may wish to clear users’ carry over allowance each week. This can be automated by ticking Clear carry over and selecting a day to clear the carry over from the drop down menu.

Removing Carry over Allowance

You may wish to clear users’ carry over allowance for the week or between school years. This can be done manually as explained below.

1. From the Users screen, select the user(s) that you want to remove the carry over for. Don’t worry about only having to select only those that have a balance in their carry over purse, because if they do not have a balance, they will just be skipped.
2. Go to Actions and select Clear carry over.
   
3. Select the purse to remove carry over from and press Clear.
   
4. You will be asked to enter your username and password. To continue with the process, enter your details and press Verify.
   
5. The carry-over allowance will be removed for the selected user(s).

!The removal of carry over allowance is permanent and cannot be undone.

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