Refunds Tab

In the fund record, the Refunds tab enables you to set up the fund to provide a refunds to each parish that exceeds their fundraising goal. 

Search Bar

The Search feature provides a quick and easy way to find a refund record without having to look through an entire list, which, depending on the number of records you have, can be pages long. Note that results of searches include only refunds made to organizations the logged-in user has permission to access.  

End Date for Contributions Field

Buttons

 (Refund Calculations)

 (Import Refunds)

 (Toggle Filter)

 (Export)

Fields in the Refunds Record

The list below provides information about each field on Refunds tab. Click the arrowhead next to the field's name to expand it and view its description.

OrganizationOrganization

Name of the parish.

CityCity

Parish's city location

Refund DateRefund Date

Date refund check issued.

AmountAmount

Refund amount.

Check #Check #

Refund check number.

Check DateCheck Date

Refund check date.

MemoMemo

Text field used to record notes pertaining to the refund.

 

Related Topics

© April 9, 2020 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.