How Do Rollover Programs Work?

Short answer

If your employer has enabled rollover, any unused allowance carries over to the following month and adds to your available balance — giving you more flexibility to spend on larger purchases over time. Rollover accumulates through the end of the calendar year unless your company's policy states otherwise.

How to tell if you have rollover

If rollover is enabled for your program, you'll see a Rollover tag to the right of your program name in your JOON dashboard.

How rollover works

Any unused allowance from the current month will roll over and be added to your balance in the following month. Rollover continues to accumulate month over month until the end of the calendar year, or until your employer's policy resets it.

Example: If your monthly allowance is $50 and you only use $10 in January, the remaining $40 rolls over into February — giving you a total balance of $90 for February. If you use $20 in February, $70 rolls over into March, and so on.

Important: rollover does not change submission deadlines

Rollover affects your available balance — not when purchases can be submitted. Purchases should still be submitted in the month they were made, or during the grace period (the first 3 business days of the following month).

If you missed a submission deadline, you can still submit the purchase — just manually submit it with a purchase date in the current month. Your accumulated rollover balance will be available to cover it. For steps on how to do that, see How to Submit a Purchase From a Previous Month.

Ongoing Reimbursements for Large Purchase and Rollover Programs

If you have a large purchase that exceeds your current available balance, only your current balance will be applied — your future months' allowances won't automatically cover the remainder upfront. To have a large purchase reimbursed over multiple months, you'll need to submit it as an ongoing reimbursement.

For more on how that works, see How Ongoing Reimbursements Work for Large Purchases.