Viewing Committee or Subgroup Refunds

The Refunds screen displays the vouchers provided to the committee or subgroup. You can filter the list of vouchers based on Date, Voucher No., Status, Amount, Check No., and Last 4 Digits.

To access the Refunds screen:

1. From the Financials tab on the Committee Summary or Subgroup Summary, select Refunds..
   The Refunds screen displays, as shown below.
   
2. From the contextual menu, the following options are available:
   1. Review CC Requests
      Opens the CC Requests screen
      
   2. Reverse Refund
      
      This option reverses the refund. After selecting this option, a message will display to confirm you wish to reverse the refund.
      
      After successfully reversing the refund, the Status is set to Reversed.
      
3. Click the hyperlinked Voucher No. to view additional details about the voucher.
   The Refund Review screen displays, as shown below.
   

Edit Voucher Details

To edit voucher details:

1. Click the edit pencil icon from the grid on the Refunds screen, or in the top right corner of the Refund Review screen.
   The Edit Refund Review screen displays, as shown below.
   
2. If necessary, change the Voucher Status.
   Values in the drop-down are populated based on the fixed codes defined for the FAR "VOUCHER_STATUS" system type.
3. If you want to print the voucher at a later date, select the Print Date.
4. If necessary, enter the Check No. and Check Date.
5. If necessary, select a different saved address for the constituent from the Address drop-down.
6. Enter any Comments.
7. Review the orders referenced by the refund in the table.
   1. From the Orders Referenced by this Refund section, you can select the contextual menu to see additional options.
      From the contextual menu, select View in Orders to view the associated order's Order Summary.
      
8. Click Save.