NextGen Knowledge Center

Refund Vendor Matching Setup

You can setup for refund vendor matching in System Administrator by enabling security rights to specific user groups to make vendor matching available and allowing them to create and delete refund transactions.

In File Maintenance, you can set vendor cross-reference labels that will be used to match refund vendors from an external system to refund transactions under Enterprise Preferences. You must set the Task Approval Profile Master Files for refund transaction approvals.