STEP 1: Department Identifies a Need for a General Refund
General refunds are owned by their associated department, and all refunds should be issued from the revenue or balance-sheet account to which the initial credit posted. The department is responsible for:
- Confirming the validity of the request
- Verifying the refund cannot be issued through an alternative University system (e.g., BruinBill, UCPath, Transact)
- Identifying the payment fund/account
REMINDER: The following refund types are not processed through Concur: patient refunds and refunds payable to an entity (e.g., Extramural Fund Management (EFM) refunds; conference refunds; and some housing refunds). Patient refunds cannot be submitted through Concur due to patient confidentiality and HIPAA.