Steps to process a refund in Revmgt and push to OpenRDA


1. Constituent menu

2. Table View

3.  Find and select Constituent

3. Right-click, and select Refund in Context menu

4. Fill in Pop-up and click Refund

5.  The Supervisor closeout for that day will give the User a Refund Report.

6.  When the Pull over into OpenRDA is processed,  A one-sided Journal Entry will be created.

7.  Then in OpenRDA Vendor Payments,  a Balance Sheet Direct Voucher will need to be created for the refund check to be processed for the Constituent.