Revenue Refunds - Approvers

Modified on Mon, Jan 22 at 1:45 PM

Similar to how direct entry purchase orders have the option to require approval before they are printed, the same can be done for Revenue Refunds.  


When an approver is selected in the screen below, any time a Revenue Refund is entered, the district will not be able to print the check until the designated approver approves the record.



To enter the name of the approver, either start typing the person's name into the search field or hit the space bar to bring up all staff members.  When you see the person's name in the list, select it and click Save.



When a the Revenue Refund is checked off and the Print Checked Checks button is clicked, if the approval has not been completed, this error will appear.



The approver can approve the Revenue Refunds by going to the Budget > Revenues > Refunds screen.  Check off the payments you wish to approve and click the Approve Checked Refunds button.  Once the approval has been completed, the refund checks can be printed.





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