How to set a Refund Limit?
Overview
A refund limit restriction can be added to a Security Profile which is assigned to a User.
When a user performs a Refund, if there is a Refund Limit Restriction for their Security Profile that has been reached, a warning message will appear requesting authority from a user who does have the authority to perform a refund.
All Refunds and Refund Limit Overrides are recorded in the Reservation and Financial Audit Trails.
Please Note! Some Users may not see or have access to the functions mentioned in this article. CLICK HERE to find out more.
Setup
To set a Refund Limit
- Go to Setup > Users > Security Profiles > Edit a Profile
- On the Security Profile Tab,
- Enter a Refund Limit.
Please note that a Refund Limit of 0.00 will allow Unlimited Refunds. - Save/Exit
User Experience
When a user performs a Refund that exceeds their allowable limit, they will be presented with this message.
Any user with a Higher or No Limit can enter their Username and Password to approve the Refund.
Once approved, the override approval is recorded in the Reservation Audit Trail.
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