82819

Process a refund from a vendor

Client received a refund from a vendor and needs to process in Ajera. 

Resolution:

1. Create a new vendor invoice for that vendor in Manage > Vendor Invoices, entering a negative cost amount for the refund. If you would like the refund to reduce project cost, input project information in the vendor invoice. Otherwise just fill in the cost and account fields.
2. Go to Manage > Vendor Payments.
3. Select the negative vendor invoices and pay with EFT.
4. Paying this negative vendor invoice will reflect as a deposit in the bank register. 

Note: If you received a refund from your payroll provider for an employee direct deposit that did go through to the employee's bank, you can also create a positive vendor invoice with the employee as the vendor in order to print a check for them.

Knowledge Base Reference Number: KBA #82819