top of page
Finance: Charge and Refund Reports
TIMELINE: THIS SHOULD BE COMPLETED 4 WEEKS AFTER LAUNCH DATE
Action items: After reading this page, here are the action items that need to be completed:
Complete your first manual charge report
Review your refund report
MANUAL CHARGING
Manual charging is relevant to any program that charges, including automatic charging through a 3rd party platform (eg. Grubhub) and manual charging done by your program's internal billing team.
HOW TO GENERATE A MANUAL FINE REPORT
Login to your Topanga Dashboard
Navigate to the Activity page
Select the Action button
Select Generate Fine Report
Select the checkbox
Select Confirm and mark as fined
Select Download Report
Report will download as a .csv file

WHAT'S INCLUDED IN A CHARGE REPORT:
When a rental becomes eligible for a fine, it displays the fine eligibility message in the rental details in the dashboard.
Rentals that are eligible for a fine will be added to the total count shown in the workflow. You won’t be able to pick and choose the rentals that will be manually fined; this number is determined automatically based on the total that are eligible for a fine AND when the report was last generated (you can find this date next to the total count of fine-eligible rentals).
Rentals that have been canceled or forgiven are NOT eligible for a fine and will never appear on a charge report.
REFUND REPORTS:
A separate “Refund Report” will be automatically generated, containing a list of rentals that should be refunded. You can find this report in your organization’s shared Google Drive folder.
bottom of page