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Authorise refunds for roles

About authorising refunds

If you are using online payments, you can decide which vendor accounts each roleA role describes the areas in which users will work normally, e.g. purchase clerk. Roles provide users with access to system features. can make refunds for.

Members of a particular role will then be able to make refunds for online payments for the vendor accountThe Sage 200 account that links with the online payment service provider account..

Refunds can also be authorised for roles through Authorise roles for refunds.

To authorise refunds for roles

Open: System Administration > Roles.

1. Right-click a Role Name and choose Properties.

2. Select the Online Payments tab.

   Vendor accounts are displayed in two lists; Cannot Do Refunds For and Can Do Refunds For.

3. Authorise refunds.

   • To authorise refunds for one or more vendor accounts, select the accounts from the Cannot Do Refunds For list and click >.
   • To authorise refunds for all vendor accounts, click >>.
   Remove authorisation

   • To remove one or more vendor accounts, select the vendor accounts from the Can Do Refunds For list and click <.
   • To remove all vendor accounts, click <<.
4. Click OK to confirm the settings.