The removal of carry-over allowance can be configured to be removed automatically for all users on a weekly basis on a day of your choosing. However, you may wish to clear the carry-over allowance for a single user, or multiple users on a custom schedule (e.g. Termly). This can be done manually as explained below.

  1. From the Users screen, select the user(s) for which you want to remove the carry-over allowance. Don’t worry about only having to select those with a balance in their carry-over purse, because if they do not have a balance, they will just be skipped.
    1. You can use the filters to narrow down the list of users.
  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. Enter your details to continue the process and press Verify.
  5. The carry-over allowance will be removed for the selected user(s).
Last modified: 29 October 2024

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