This process can help you work with families that have either overpaid, have outstanding balances, or have prepaid in the prior fund period for the new year. You can determine whether to pull those amounts into the new fund period or not.

1. On the Information tab, click Tuition & Fees > Processes > Carry Forward Balances and Prepayments.
2. Select the fund and the fund group(s) you want to carry forward.
   Tip: Before continuing, you can print a worksheet for each fund that summarizes the fund activities, balances, prepayments, and precharges.
3. If you ran this process last year and want to start with the same options, click Use Values From: <date>. You will be able to review and make changes before processing the data.
   Note: If you don't see this button, it means you have not run this process since updating to 11.2 F. You must run the process at least once before the values can be pulled.
4. Click Next.
5. Select the old fund period, and make your transfer selections. When selecting activity names for each group title, refer to your printed worksheet.
6. To proceed, click Next.
7. To post the information, click Finish.