Roaming is new in v23.3 of Fusion, therefore there aren’t really any frequently asked questions just yet, however, the below questions and answers are in anticipation of the questions that we may receive. If you have a question that is not answered below, please do not hesitate to contact our support team, or use the feedback section below and this can be added to this page.
Who are Incoming users and who are outgoing users?
With roaming, we use the terms incoming and outgoing often. Incoming users are users not enrolled at this school but have performed transactions here, whereas outgoing users are users enrolled at this school but performing transactions at another.
I used to use the Daily summary report to declare my total FSM spend, where do I get this figure from now?
We are aware that many schools take the FSM and other allowance values from the Daily summary report and declare these where required. However, because users enrolled at this school making sales elsewhere are not included in the ‘Sales breakdown’ section of the Daily summary report, the allowance figures here will not provide the full allowance spend values. Instead, we urge schools who are using roaming to take their allowance figures from either of the ‘Allowance usage’ reports (the summary version will contain sufficient information and is easier to follow). Both of these reports will provide full oversight of all allowance spends made by users that attend this school, regardless of where the sale occurred, and therefore provides an accurate figure to declare.
Why does the ‘Roamers (In)’ section of the Sales breakdown of the Daily summary report not include Allowance sales values?
When users are coming into your school to make sales, their total available balance can be made up from various sources, including allowances and purses that are not used by your school. As far as you are concerned, you will be claiming the cash equivalent from the other school(s), therefore Fusion just displays all roaming in sales under the ‘Cash and cashless sales’ section.
How are user type settings used when roaming?
When roaming, users will still be governed by the rules of their enrolled school. For example, if the user’s school have imposed a daily spend limit of £5 on this user, when they try to make sales at other schools they will still have a £5 daily spend limit even if the school have a higher or lower limit imposed on their users. Additionally, if the user’s school does not allow for an overdraft but the school they are visiting does, then the user will not be able to go overdrawn.
Does this include allowance settings?
Yes, the amount of allowance that a user is allocated, and the times that they can spend that allowance is dictated by the school that they attend. If the user’s school’s allowance is lower than the school that they are visiting, they will need additional funds to purchase meal items that are priced in line with the visiting school’s free meal amount. Similarly, if the user’s school state that they are able to use their allowance between specified times, then the allowance will only be available to them during these times, regardless of the times that are set for the school that they are visiting.
When a user tops up their account, where does that money go?
That depends on how and where the top-up was made. In cases of online payments, this money will continue to go to the enrolled schools/caterers’ bank account as normal, however, when the user tops up using cash things can get a little more complex. When a user tops up using a revaluation machine or even at the Point of Sale, if they are currently within their own school, then the money continues to be included within that school’s income. However, when they top up using a revaluation machine or Point of Sale while visiting another school, that money is still due to the school that the user is enrolled to, but is included within the other school’s income and banking figures, as this is cash that they now physically have in their hand. The ‘Roaming reconciliation ((Summary))’ report will then provide information on which schools owe each other the monies, and this can then be settled between themselves. The ‘Roaming reconciliation ((Detailed))’ report will provide further detail on each incoming and outgoing transaction if required.
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