REPORTS | daily financial

Refund Request

DEFINITION: Refund Request Report displays transaction information for all cancellations or transfers with a refund that have Refund Method = Request Refund Form. (This report provides more detail than check refunds)

 

THIS REPORT SHOWS:

The field headers are listed on the top of the page whereas the highlighted features are the transactions. This report is used when an institution requires a form for the task of refunding money.  The check refund type is decided per institution and how they manage their refund procedures. The end result is to send a check to student.

 

Enter date preference and click Run Report.  A report should appear similar to the one below.