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Transfer Refunds Policy Setup

If the following setup is correct for transfer refunds, the system will transfer to eFinancials when a resident or tenant has a refund to process under Ledger—Refunds & Forfeits.

1. From the eSite menu, select Setup—Policies—Global Policies—AME, Interface tab.
2. At Transfer to A/P format, select eFinancials Web Service.
3. At Transfer Security Refunds, select Transfer to AP.
4. At Refunds.APS Format, select Standard.
5. From the eSite menu, select Setup—Global—eFinancials Transfer.
6. Complete the Transfer to eFinancials Setup tab.

See Also

Transfer to GL Policy Setup

Transfer Management Fees Policy Setup

Transfer to GL File Layouts

Transfer to GL Tab