Create the Refund Request from the Financial Details screen
Choose payments to refund, specify refund request amount, refund type, reason, remitter, and approver.
The user specifying the refund request must be in a workgroup that has a Supervisor specified - Workgroup Supervisors are made available to be specified as the "Approver"
Users with User Role Financials - Refund Requestor may create refund requests. The following security groups have this role:
Compliance Officer
Permit Writer
nVIRO Super Users
Approve or Deny the Refund Request
Set the Refund Request Status to "Approved", if it is to be sent out, or "Denied", if no refund should be processed.
Users with User Role Financials - Refund Approver may approve refund requests. The following security groups have this role:
Compliance Officer - Supervisor
Permit Writer - Supervisor
nVIRO Super Users
Note that any user with this role can approve the request, even if they are not marked as the "approver".
Set the "Processed Date" and Refund Confirmation Number
Once the processed date is set and the request is saved, a new "Refund" record will be created in the "Payments and Refunds" section, with transaction type "Refund". The confirmation number should be set to the transaction number provided from Alabama Interactive, if available.
Users with User Role Financials - Refund Processor can set the processed date. The following security groups have this role:
Financial Administration Support
nVIRO Super Users
Note that if the user also has the Financials - Refund Requestor role, the Processed Date can be set when first creating the refund request. A proper refund record will then be created when the status is set to "approved".
Adjust the Receivable
Once the Refund is processed, adjust the Receivable Amount to $0 by entering an adjustment.
