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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

  1. Login to your Topanga Dashboard

  2. Navigate to the Activity page

  3. Select the Action button

  4. Select Generate Fine Report

  5. Select the checkbox

  6. Select Confirm and mark as fined

  7. Select Download Report

    1. 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.

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