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Direct Deposit - Non-FA Refunds for FA Students

Direct Deposit - Non-FA Refunds for FA Students

Direct Deposit - Non-FA Refunds for FA Students

Label

Description

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

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

STEP

Instructions

2)

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







STEP 

Instructions

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

STEP

Instructions

4)

Navigate to the Student Refund page. Student Financials -> Refunds -> Student Refund…

Click “Search”







STEP

Instructions

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

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

STEP

Instructions

7)

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





End of Procedure

End of Procedure



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