Detail Tab (Refund Definition/Detail Entry Window)

Use this tab to add or modify charge detail data for the purpose of generating student refund adjustments, which are usually credits to a students account that occur when a student withdraws from school or drops a course. This refund detail data includes the percentage, accounts, and description. Enter this information after you have selected a row on the Master tab on the Refund Definition/Detail Entry window.

Columns

How To

If the number of Excel rows is greater than the number of rows in the grid, the additional rows are automatically added to the grid. To keep from pasting over existing row(s), add a new row before pasting.

1. Access the Excel spreadsheet that contains the cells you want to copy and paste into J1 Desktop.

2. Select the cells you want to copy.

To select multiple rows, press the Ctrl key and click each row.

3. Right-click and select Copy or press the Ctrl + C keys.

4. In the grid, click where you want to paste.

5. Click the Paste from Excel button. The information is pasted into the grid.

6. Click the Save button.

1. Click the Export to Excel button. The Export to Excel window appears.

2. To export the information as one Excel file with one tab, select the One Excel file, One Tab option.

3. To export the information as one Excel file with several tabs, select the One Excel File, Multiple Tabs option. The tab names for the information are automatically displayed. To change a tab name, enter it in the Excel Tab Name column.

4. To modify the location where the Excel spreadsheet(s) will be stored, click the Browse button and navigate to the location where you want the spreadsheet(s) stored.

5. To create a link to the exported file on your workspace Home page, select the Create Link to File(s) on My Home Page checkbox.

6. Click the Export Files button. The Export Status window appears.

7. Once the export is complete, the exported file opens in Excel and the Export to Excel window closes.

1. Click the Export to Excel button. The Export to Excel window appears.

2. Select the Multiple Excel Files option. The Excel file names for the information are automatically displayed.

3. To change a file name, enter it in the Excel File Name column.

4. The spreadsheets are automatically exported to the folder displayed in the Export Folder column. To modify the location where all the spreadsheets will be stored, click the Browse button next to the Default Folder displayed and navigate to the location where you want all the spreadsheets stored.

5. To modify a location where a specific Excel spreadsheet(s) will be stored, click the Browse button next to the specific spreadsheet and navigate to the location where you want that spreadsheet stored.

6. If you updated the file name and/or export location and want to use the same name and location each time you export, select the Automatically use the same file names/locations for the next multi-file export checkbox.

Even if you select the Automatically use the same file names/locations for the next multi-file export checkbox, you can still update the file name or location the next time you export the files.

7. Click the Export Files button. The Export Status window appears.

8. Once the export is complete, the exported file opens in Excel and the Export to Excel window closes.