Refunds Tab
In the fund record, the Refunds tab enables you to set up a fund to provide refunds to parishes that exceed their fundraising goals.
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.
Important
The results of searches include refunds made to only to the organizations the logged-in user has permission to access.
Buttons
(Refund Calculations)
(Refund History) (Refund History)
Click to view refunds paid to parishes in your organization. The page shows details for each organization, including the total pledged,
total contributions, refunded amounts, and the check reference number.
(Import Refunds) (Import Refunds)
Click to open the Fund Refund Import window where you can import refund records into the fund. For details, go to How to Import Refund and Shortfall Records into a Fund.
(Toggle Filter) (Toggle Filter)
Click to open and close the filter panel.
Click 
to generate a Parish Refund History report. This report shows the refunds paid to parishes in your organization. Select
the PDF or Excel option from the dropdown list.
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.
Name of the parish.
Parish's city location
Date refund check issued.
Refund amount.
Refund check number.
Refund check date.
Text field used to record notes pertaining to the refund.
Filter Panel
Order DirectionOrder Direction
Specify the sort order of your results:
- Ascending: sorts alphabetic content from A to Z and numeric content from 0 to 9 (lowest to highest).
- Descending: sorts alphabetic content from Z to A and numeric content from 9 to 0 (highest to lowest).
Select the desired field on the Refunds tab on which to sort results:
- Organization: name of parish.
- City: parish city.
- Refund Date: date the refund was issued.
- Amount: amount refunded
- Check #: number on the refund check.
To show payments refunded or received during a specific time period, enter a date range in the Refund Date filter:
- From *: sets the start date of the range.
- To *: sets the end date of the range.
Show Refund PaymentsShow Refund Payments
Select the checkbox to show refund payments for parishes that exceeded their goals.
Show Shortfall PaymentsShow Shortfall Payments
Select the checkbox to show shortfall payments for parishes that missed their goals.