ctcLink Reference Center9.2 Student Financials9.2 CS - Student Financials 9.2 CS - Refunds9.2 Creating, Reviewing and Reversing a Refund for an Individual Student

9.2 Creating, Reviewing and Reversing a Refund for an Individual Student

Purpose: Use this document as a reference for reversing refunds for a specific student or organization in ctcLink.

Audience: Student Financials staff

Reversing Student Refunds

Navigation:  NavBar > Navigator > Student Financials > Refunds > Reverse and Cancel Refunds > Student Refunds by ID

Note: Corporate and student refund reversals require communication with Accounts Payable staff to ensure accounting is adjusted to reflect the reversal.

  1. The Student Refunds By ID search page displays.
  2. Enter Business Unit.
  3. Enter student ID.
  4. Select Search.
Student Refunds By ID search page
  1. The Student Refunds by ID page displays.
  2. Select the Reverse icon next to the refund you want to reverse.  Note that Status = "Posted".
Student Refunds by ID page
  1. The Status changes from "Posted" to "Reversed". The Reverse button is now grayed out.
Student Refunds by ID page
  1. Section complete.

Reversing Corporate Refunds

Navigation:  NavBar > Navigator > Student Financials > Refunds > Reverse and Cancel Refunds > Corporate Refunds by ID

Note: Corporate and student refund reversals require communication with Accounts Payable staff to ensure accounting is adjusted to reflect the reversal.

  1. The Corporate Refunds by ID search page displays.
  2. Enter Business Unit.
  3. Enter External Org ID.
  4. Select Search.
Corporate Refunds by ID search page
  1. The Corporate Refunds by ID page displays.
  2. Select the Reverse icon next to the refund you want to reverse.  Note that Status = "AP Interface Created".
Corporate Refunds by ID page
  1. The Status changes from "AP Interface Created" to "Reversed". The Reverse button is now grayed out.
Corporate Refunds by ID page
  1. Process complete.

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