Refund

I) When is the refund activated
II) How to process a refund


I) When is the refund activated

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In a normal workflow, a refund can be triggered after the Final Financial report is completed and approved and refund is due by the partner, according to the expenditure report submitted. The project will be open for Refund once the Audit has been completed.

II) How to process a refund

After the refund has been activated by CBPF Finance, it will appear in the partner's home page, under the 'Active Instance – Refund’ segment, showing the status of the project as ‘Under Refund'. 
 
Once the Refund has been processed offline, the IP/HFU can reflect this in the OneGMS.
Click on the edit   icon of the project on the partner’s home page or go to the ‘Refunds’ tab in the project page.
 
The IP/HFU will need to edit the two fields directed to the IP in the line of the requested Refund, namely ‘Amount Paid by IP’ and ‘Paid by IP Date’.
 
Save the data by clicking on the [Save and Stay] button.
 
In addition, the IP is also required to upload the necessary receipts and other documents supporting the Refund under the ‘Documents’ section ( in the ‘Refunds’ tab).
 
 
Click on the [Process Refund] or [Refund paid by IP] button which will activate the Endorsement phase for CBPF Finance. An email alert will be sent to the CBPF Finance.