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Business and Financial Policies and Procedures

Refund Money to a Payee

Before You Begin

You may need to refund money to a payee under such circumstances as:

  • Cancellation of a pre-paid event or service
  • Overpayment of a bill

If a credit or debit card was used for payment, consult Refund a Transaction in Section 21, Merchant Cards.

Begin

To refund money to a payee:

  1. Determine how many refunds you need to make.
  2. If there are more than 50 refunds, consult Submit 50 or More Payment Requests.
  3. Log in to TEM (Travel and Expense Management System). In the Create New area, select the Expense Report icon. Consult the job aid for System Navigation if you need help identifying the icon.
  4. In the Document Header screen, select "Temp Vendor Payments" from the drop-down list in the Purpose field.
  5. Proceed through the screens. For step-by-step instructions, including how to submit any supporting documentation, consult the Miscellaneous or One-Time Vendor Payments job aid.
  6. University Payables (UPAY) reviews the request and processes for payment.

Refund a Transaction
Submit 50 or More Payment Requests

TEM Resource Page
Job aid for System Navigation
Job aid for Miscellaneous or One-Time Vendor Payments
University Payables Training Materials
What Approving or Signing a Document Means

Last Updated: March 19, 2013 | Approved: Senior Associate Vice President for Business and Finance | Effective: September 2012

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