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 unused allowance in accordance with the rules that have been configured. When carry-over is enabled for a purse, this will then show on the user’s screen amongst the user’s 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 carr- 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.

Automatic clearance

You may wish to have the system automatically clear all 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 dropdown menu.

*If you wish to have the carry-over allowance cleared on a different schedule (e.g. monthly, termly, yearly) you will need to clear this manually. Information on how to do this can be found here.