Changing the Global Daily Spend and Overdraft Limit in Fusion v 23.1 and above

Question:

How do I change the global daily spend and overdraft limit? 

Answer:

In Fusion v23.1 and above, the global daily spend and overdraft limits can be set as below:

1. Select 'System settings' and 'User types' 

2. All 'User types' will be displayed in column formats - we've highlighted the student column below 

3. Follow the 'Student' column to the 'Overdraft' and 'Limits' sections 

4. Click the black/grey bar next to the option you wish to amend until it appears blue. This allows for changes. 

Settings Key: 

  • Overdraft Allowed – If enabled, users are able to go overdrawn (into a negative balance) 
  • Overdraft Limit – The amount that users are able to go overdrawn 
  • FSM allowed overdraft – If left unticked, free school meal children will not be able to go overdrawn (into a negative balance) 
  • Daily Limit – The maximum amount the user can spend in a day 
  • Breakfast Limit – The maximum amount the user can spend at breakfast time 
  • Break Limit – The maximum amount the user can spend at break time 
  • Vend Limit – The maximum the user can spend on vending machines per day 

5. Click on another option onscreen to auto-save your changes 

Please note that individual limits can also be set against specific users under the 'Users' button in Fusion. 

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