Locations:  

  • Financial Reports → Credit Balances for Refund


Users with the following permissions: 

  • Financial Reports: View Credit Balances for Refund


Case:

Users need to regularly view the Credit Balance for Refund report to check for the new students that need a refund.


Problem:

How to make the checking easier and ensure the users do not forget to check Credit Balance for Refund on time?


Solution:

Added a regular email report for users. This report includes all the new students from the Credit Balance for Refund report from the time the report has been first sent to a user, as well as the students that have an overdue refund (not refunded in N days).

Note: N - is the number of days set in the Period for Which a Student Must Get a Refund After Overpayment, days setting in School Settings.


The notification is always sent even if there are no students in the report:



The message contains a link to a corresponding period in the Credit Balance for Refund report:



The settings for receiving the messages are now added to the My Notifications panel in My Settings. 

The email notification frequency is set using Actions → Edit. 

Note: Notifications are sent at 08:00 AM daily by default:




Available since GEGI v4.13.0 (view release notes)