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FIS: Carry forward procedure

In this article, we explain how to perform a carry forward from the previous funding term to the next.

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Written by David Bayley-Hamilton
Updated over 5 months ago

A carry forward is performed via the FIS admin screen, Child Funding Detail Carry Forward.

  1. Click Admin, then select Funding.

  2. Select Carry Forward Procedures.

  3. Click Child Funding Detail Carry Forward within the Carry Forward Current Funding Form section.

  4. Select the Academic Year. Term and Funding Type to carry from.

  5. Within the To New Funding section, select the Academic Year, Term, and Funding Type to carry into.

  6. Tick any required optional parameters.

  7. Click the Get Providers to Carry Forward button.

  8. Select the providers you wish to include in the carry forward.

  9. Click the Carry Forward button and follow the prompts to complete the carry forward.

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