Knowledge Base Article

Overview, Working with Mission Trip Refunds

Return To The Knowledge Base
This article provides an understanding of the Mission Trip Refunds Workspace and explains how Mission Trip Refunds are Viewed/Opened, Edited/Updated, and Deleted.
 
To get to the Mission Trip Refunds Workspace, select Events and Programs > Mission Trip Refunds - from the main menu on the left side of the screen.
 
 
View/Open
To view or open a refund, find the record you wish to open, by searching or filtering for the record.
 
Open or view the record by selecting the corresponding open icon  for the record you wish to view.  
 
 
This will open the record for you to view.
 
Overview
When you are in the Mission Trip Refund Details screen, you can see all the information pertaining to the refund.
 
 
You can also see the Date posted and by who, along with the date last modified and by who.
 
Functionality of Refund Details
You can see for which Mission Trip and Account the refund applies to:
 
 
You can add the refund to the General Journal and associate Fund, Deposit or Checking Account, and Account to the payment. You can also remove the Transaction for the General Journal.
 
 
If you added the initial payment to your General Journal you should now reverse that by adding the refund to the General Journal as well. To do this, check the "Add This Refund To The General Journal" check box.
  • Argenta uses nonprofit, fund accounting. If you added the initial payment to a fund, make sure to choose the same fund for the refund.
  • Next select the deposit or checking account where you initially added your payment.
  • Finally, select the account from your chart of accounts where you originally debited the funds.
For help adding a Mission Trip Refund, please see KB Article - Add A Mission Trip Refund.
 
Edit/Update
Once you are in the Mission Trip Refund Details screen you can Edit/Update the record as needed. There are all the fields that can be edited/updated:
 
 
To update any of these fields simply click the drop downs or use the "Lookup" buttons to search for and select the new field values. When you've finished updating the record, click either the "Save All Changes & Continue" button to save and continue working or the "Save All Changes & Exit" button to save and go back to the Mission Trip Refund List.
 
You can add any Related Files or Notes to this Refund. When uploading files, click "Browse" to select a file from your machine or drag and drop the file you want to upload into the drop box. Once the file has been successfully uploaded the indicator light will turn green. Click the "Save The Selected File" button to finish uploading the file. You'll see it in the file list when it's complete. Repeat the process for every additional file you want to upload.
 
 
For help adding a Related File, please refer to KB Article - Add Related Files.
For help adding a note to the Notes Section, please refer to KB Article - Adding A Note to the Notes Section.
 
Delete
Anytime you see a delete button  you can delete the corresponding record. To delete any record in Argenta, simply click the "Delete" button. A pop-up window will ask if you are sure you want to delete the record. Select "Yes" and the record will be deleted. Be very careful, deletion is a final action and can not be undone.
 
There is only one place that you can delete in Mission Trip Refund, and that is to delete a refund.