Locations: 

  • Student "Name": New Refund page
  • Student "Name": Payments, Refunds and Adjustments page


Users with the following permissions:

  • Financial - Received Payments → View
  • Financial - Received Payments → Edit
  • Financial - Received Payments → Add Deposits


Case:

Refunds can be of two types: by Check or by Credit Card. The Credit Card refund should be deposited.


Problem:

GEGI gives no ability to set a refund as "by Check", "by Credit Card", or a deposited refund. 


Solution:

Added the ability to create Check and Credit Card refunds. When creating a refund, choose the type you need in the Type field:



The refunds are now displayed in the Received Payments report (Financial → Payments Reports). Now you can find the needed refunds and deposit them:



All deposited payments are shown in the Deposits report (Financial → Financial Reports). Click the deposit amount to go to the Deposit Details page. You can edit or delete payments from a deposit on this page:



Available since GEGI v4.32.0 (view release notes)