Can we set different cap periods for different teams?

Yes. Each team has its own period independent of other teams. Marketing on quarterly, HR on monthly, Sales on annual — all in the same account.

What happens when the quarter ends mid-conversation with a held order?

Counters reset and held orders re-evaluate against the new period automatically. Any orders that now fit clear and proceed to allocation.

Use Case

A Quarterly Gift Budget That Actually Resets on Q-Boundary

Set a per-team or per-user spend cap with a quarterly period. The system resets counters automatically at Jan 1 / Apr 1 / Jul 1 / Oct 1. Over-quarter orders park silently; recipients never see an error.

Calendar-quarter auto-resetPer-team or per-user scopingRecipient-invisible credit holdsAuto-clear at boundaryAudit-trailed cap edits

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Quarterly Budgets Without System Support Become Hand-Tracking

What usually goes wrong

Spreadsheet tracking falls behind reality

Someone updates the spreadsheet a day late; another sender blows the cap not knowing they were already at 90%.

No common definition of when a quarter starts

Sales calls it fiscal Q. Finance calls it calendar Q. Nobody agrees when the budget resets.

Stopping over-budget sends manually is fragile

The actual control today is "ask everyone to slow down." That works until it doesn't.

Calendar Quarters, Programmatic Caps, Auto-Reset

How we run it

Set the cap once

Pick a dollar amount and quarterly period on the team or user. The system handles the rest.

Auto-reset at Q-boundary

Counters automatically reset on the quarter boundary (Jan 1 / Apr 1 / Jul 1 / Oct 1). Held orders auto-clear at the reset.

Recipient-invisible holds

Mid-quarter overshoot doesn't break a recipient experience. Their order is created normally; the admin sees the queue.

Audit-trailed cap edits

Every cap change writes a ledger row. Quarterly reviews have receipts.

Frequently asked questions

3 answers

Calendar periods are supported today. For a non-calendar fiscal year, use a lifetime cumulative cap instead, or manage an annual cap manually. Non-calendar fiscal years aren't supported yet — let us know if you'd benefit.

Related use cases

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