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Individual user refund processing is controlled by a variety of variables, such as User account where the Account Filter and Role are defined for each user, Rules, etc.
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- Search desired transaction on grid
- Click on
to edit the transaction- Make desired changes
- Click on
to save desired changes, click on Cancel to not post the changes and return to the grid.
Print Refunds
Click on 
to generate a copy of a posted Refund in a XML or PDF format. Users have the ability to print a single Refund or select several refunds at one time to print in a batch.
To print a refund check, please refer to the Disbursements chapter, 'Generate a Print File' section, to assign a check number and print the check. Once a refund check has been printed and assigned a check number in the Disbursements grid, the check number will be included on the printed refund as shown above.
Clone Refunds
The clone function clone function may be used to copy to copy all of the information from an existing refund into refund into a new one while allowing changes to be made. A new refund number must be suppliedcan be entered or allowed to be auto assigned to a new refund number.
- View the desired refund to clone.
- Click on Clone
- enter in new refund number and date make additional changes if needed
- Refund # can be entered or auto assigned.
- Update any necessary changes for the new refund.
- Click on Save to post the refund to the system, click on Cancel to not post the refund.
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Individual user refund processing is controlled by a variety of variables, such as User account where the Account Filter and Role are defined for each user, Rules, etc.
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