Direct Deposit - Non-FA Refunds for FA Students

Label	Description
Business Process	Changing the refund format on a Financial Aid student with a non-FA refund.
Module	Student Financials
BP ID
Prerequisites	Student must be enrolled in Direct Deposit, receiving Financial Aid, and have a non-Financial Aid refund pending.
Description	This Job Aid illustrates how to change a student’s refund from Direct Deposit to a Paper Check for a non-Financial Aid refund.

Instructions:

STEP	Instructions
1)	Confirm student’s refund is non-Financial Aid. Navigate to Student Financials -> View Customer Accounts… Verify that a refund is pending in the student’s account. Click “Account Details”.

STEP	Instructions
2)	In the screenshot below, the “Details” show a Mesa Office Payment. Click “Receipt Details”.

STEP	Instructions
3)	In the screenshot below, under “Tender Details”, it shows the student paid Cash. This is a non-Financial Aid refund.

STEP	Instructions
4)	Navigate to the Student Refund page. Student Financials -> Refunds -> Student Refund… Click “Search”

STEP	Instructions
5	Enter the Student’s ID into the “ID” field. Tab out of the field. The student’s refund information will populate into the page.

STEP

Instructions

6)

Confirm the following:
• Refund Method = “Accounts Payable”. [NOTE: If this were a credit card refund, the Refund Method should = “Other”. Use the drop-down menu to change the field to “Other”.]
• The box for the refund is check marked.

IMPORTANT: Change the “Format” field from “D” (D=Direct Deposit) to “P” (P = Paper Check)

STEP	Instructions
7)	Select the appropriate “Refund Item Type” and “Address Type”. Click “Post Refund”. The button will grey out.

End of Procedure