Business Process

Refunds

Module

Student Financials

Prerequisites

Student must have a refund pending on their account.  Pending refund must have originally been paid via cash or check.  [NOTE: Staff will never process a refund for Account Type “AID” (Financial Aid)]

Description

This Job Aid illustrates how to post/request a refund check by mail (ISIS Code: RFML).

1.

Click on [] then [] and navigate to Student Financials -> Refunds -> Student Refund

2.

Verify that the “Business Unit” field = “SDCCD”

Click the “Search” button [].

3.

Enter the student’s ID number in the “ID” field.

Press the “Tab” button [] on your computer key board.  The student’s name and balance will appear.

4.

Verify that the “Refund Method” = “Accounts Payable”.  [For an RFML, this field MUST = “Accounts Payable”.]

Confirm that the refund has been selected [].

The default for the “Format” field = “A” (Automatic Check).  DO NOT USE THIS DEFAULT.

If the student has a bank account set up, the “Format” field defaults to “D” (Direct Deposit).

When processing a paper check, change the “Format” field to “P”.  Click the magnifying glass [

] next to the “Format” field to display a list of options.

5.

Click “P Paper Check”

6.

Click the magnifying glass [] next to the “Refund Item Type” field to display a list of available “Refund Item Types”.  

7.

Click the appropriate “Refund Item Type” for your campus.

8.

Click the magnifying glass [] next to the “Address Type” field to display a list of available Address Types.  Click the appropriate Address Type.

9.

Click the “View Refund Check” drop down arrow [].  Confirm that the information is correct.

Click the “Post Refund” button [] to process the refund.

The refund check will be mailed to the address displayed on the virtual check.  The student will receive his/her refund check within 10 business days.

10.

End of job aid.