Page Comparison

...

• Go to Transactions/Refunds
• Click on +Create
• Enter Details:
  • Refund # (System will auto assign if left blank)
  • Date (System will auto assign if left blank)
  • Refunded to
    
  • Description
    
  • If a Refund Check is needed: Checkmark 'Create check'
    
    • Enter Check Date (system will auto assign if left blank)
    • Enter the vendor
  • Click on the + to enter line item details:
    
    • Amount
      
    • Description
      
    • Account
      
• Click on Save to post the refund (and possible disbursement) to the system. 
• To assign a check number to the refund disbursement, go to Transactions/Disbursements
• Query grid for Refund to issue check number to
• Click on the check box at the beginning of the row for to choose the refund
• Click Generate Print File
• Enter Details:  
  • Check # or let auto assign
  • Choose Sort Options
  • Choose output type
  Choose check form
• Click Generate
  

Edit a Refund

...

• Go to Transactions/Refunds
• Enter filters in grid row to find the refund to edit
• Click on  to edit the refund.
• Modify current info or click on + to add additional itemsinfo 
• Click SAVE

Clone a Refund

• Go to Transactions/Refunds
• Enter filters in grid row to find the refund to clone
• Query for the refund to be cloned
  
• Click onImage Addedto view the refund you want to clone
• Click CLONE
• Enter necessary information:
  
• Refund Number
  
• Date (System will auto assign if left blank)
  
Any additional changes necessaryEdit all necessary information to create new refund
• Click SAVE