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New launch | Budgets

July 2023

Rollover amounts for recurring spend limits

Recurring spend limits now include an option for rollover amounts so unused funds can be added to the subsequent time period's limit. You can also cap the amount of time funds will continue to roll over. This is particularly helpful for stipends that your company has already budgeted for. You could allow monthly-allotted funds to roll over until the end of the year to ensure employees are able to use that benefit. Follow these steps to request or create a new rollover budget.

pl_Rollover Budget Period