Refund from Hospital

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jasonlesser
New Member
Posts: 5
Joined: Sun Sep 29, 2019 4:55 pm

Refund from Hospital

#1

Post by jasonlesser »

Hello fellow clerks,

I'm a relatively new ward financial secretary . The ward was mailed back a refund from a hospital of $146 for a medical bill totaling $1,122 .00 that was paid via Fast Offerings. I am uncertain on what avenue to deposit the check.

Is the a way to go into the transaction to adjust the expense? When I have tired to correct the amount of the original expense, I am not able to save any adjustments.

Do I put the refund as a fast offering donation from the hospital? But then I worry that it will show as a donation from the hospital rather than a refund.

Thank you,
Jason
eblood66
Senior Member
Posts: 3721
Joined: Mon Sep 24, 2007 9:17 am
Location: Cumming, GA, USA

Re: Refund from Hospital

#2

Post by eblood66 »

You can't change the original transaction except to adjust the category. You can't change the total amount because it must match the original bank transaction.

Process the refund as a donation to fast offering and include a note on the donation slip with the check or expense number of the original transaction. You can make the donor either Anonymous or you can create a donor like 'Refund from Hospital Name'. Either way it should be obvious that no tax statement needs to be sent at the end of the year.
jasonlesser
New Member
Posts: 5
Joined: Sun Sep 29, 2019 4:55 pm

Re: Refund from Hospital

#3

Post by jasonlesser »

Thank you so much. Very helpful
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