Where to find Roll Over Funds
Open a client profile.
Go to Funding → Budget.
Find the budget you want to roll funds from.
Open the budget Actions menu and select Roll Over Funds.
Tip: Roll Over is available when the client has more than one budget, because you need a source budget and a target budget.
You can also access Roll Over from Budget Activity for a budget (via the “Roll Over” action in the activity screen).
How Roll Over Funds works (what it actually does)
When you roll over funds, you are selecting:
A Source Budget (the budget you are rolling from)
A Target Budget (the budget you are rolling into)
The amounts per category you want to move
Imploy validates that you cannot roll over more than what is actually remaining in each category.
Once confirmed, the rollover is recorded as budget activity so it’s visible in reporting/auditing views.
Step-by-step: Rolling over funds
Step 1: Choose the target budget
In the Roll Over modal:
You’ll see the source budget period and remaining total.
Select the target budget from the dropdown.
If no target budget is available, you’ll be prompted to create another budget first.
Step 2: Choose how much to roll over
You have two options:
Option A: Roll over all remaining funds
Tick Roll over all remaining funds
Imploy auto-fills each category with its remaining amount
Option B: Roll over selected amounts per category
Enter amounts against the categories you want to roll over
Leave other categories blank if you don’t want to roll them over
Step 3: Confirm and roll over
Click the confirm action to complete the rollover
Imploy will show a success message with the total rolled over
What you’ll see after rolling over
Budget Activity view
After rollover, the budget’s Budget Activity will reflect the movement. You’ll be able to see rollover entries recorded against the relevant categories (so you can audit what moved and when).
Utilisation and remaining balances
Because rollover changes the funding available in the target budget, it can affect:
Category remaining amounts
Budget totals/remaining
Utilisation tracking for the target period
Rules, checks, and common issues
You can’t roll over without a target budget
Roll Over requires at least two budgets for the client.
You can’t exceed remaining category balances
If you enter an amount higher than the remaining balance in a category, Imploy will block the rollover and prompt you to adjust it.
“Roll over all remaining funds” disables manual selection
If you tick “roll over all”, amounts are auto-filled based on remaining balances.
Best-practice tips
Roll over into the correct plan period budget (double-check the target budget dates).
If you only need to carry specific categories forward, roll over category-by-category instead of “all remaining”.
Use Budget Activity after rollover to confirm the record is correct (especially for internal audits).
Next articles (recommended)
If you want to go deeper, these are covered separately: