After you’ve enrolled a member into a Care Spending Account, you can’t edit their original initial funding amounts. You also can’t move recurring contribution dates as these are set on the program level. But you can schedule a manual contribution to fund their accounts before the next recurring contribution date—here’s how!
How to make a “catch-up” contribution to a Care Spending Account
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select the Contributions tab.
Select Create New Contribution
Select the Manual contribution type.
Select the date to make funds available to member(s).
Select Create Contributions.
Upload the Contributions spreadsheet with appropriate information.
Select Schedule Contributions.
Select Close.
Review initial funding
The Total Initial Funding column on the benefit dashboard provides each program member’s starting balance. To review initial employee and employer funding amounts, select the Overflow Menu for the desired member, and then select View Contributions.
A note on manual contributions
Manual contributions won’t show up as initial funding under the benefit, but once processed, the amount will be recorded under the member’s benefit account as funds available to spend.
Updating automated, scheduled, and in-progress contributions
If you're reading this article for updating amounts after the enrollment start date, it's likely too late for you to update an automated contribution batch, but here are some helpful reminders.
Timeline for automated contribution updates
Automated contribution amounts are updated and applied to the next contribution batch. The last date to update amounts for upcoming contributions is five (5) days before the pay date at 9:00 PM Central Time.
Updating in-progress contributions
You cannot update or cancel a contribution batch that is already in progress. Contact Support if you have any additional questions.
Updating scheduled contributions
Our system doesn't allow direct edits to scheduled contributions to avoid duplicate errors, so you must cancel and reschedule them.
Tip for updating scheduled contributions
Here's how:
Download the CSV for the scheduled contribution batch
Make updates to the Contributions spreadsheet
Cancel the original scheduled batch
Schedule a new batch with your updated CSV
Related articles on updating contribution amounts
Are you unsure if this is the right article for you? Here's a list of related articles on updating contribution amounts.
| Initial Funding | Recurring Contributions |
Before Enrollment Start Date | ||
After Enrollment Start Date | (You are here.) |