• AcctTwo Refund Manager

    A dashboard where any customer transactions can be selected for refund

  • The AcctTwo Refund Manager provides a dashboard where any customer transactions can be selected for refund and a refund amount can be chosen. Once processed through the Refunds screen, the application will automate the creation of:

    - Debit memos as needed (to apply to a credit memo for example)
    - Vendor
    - AP Bill (which will be either be selected to pay, or pending approval, based on AP configuration).

    Key Benefits:

    • Automation of Vendor Creation for Refund Processing.
    • Automated tracking of Prior Refunds, and prevention of over-refunding.

    System Requirements:
    Sage Intacct Web Services
    Sage Intacct Platform Services
    Sage Intacct Business Users
    Sage Intacct Core Modules (GL, AR, AP, Cash Management)



    AcctTwo is focused on delivering the future of finance and accounting to our customers. AcctTwo has three main solutions – Cloud-based Accounting Software, Managed Accounting Services, and Software Development, all built around Sage Intacct’s best-in-class financial applications. Our dedicated team of over 100 people has helped more than 800 organizations optimize finance and accounting through software implementations, accounting outsourcing, and consulting. AcctTwo has been recognized by Sage Intacct as its Partner of the Year from 2014 – 2019 and by our customers as a leader in overall satisfaction and popularity through their reviews on G2 Crowd.

    AcctTwo is headquartered in Houston, Texas and has been named Sage Intacct’s overall Partner of the Year from 2014 through 2019. For more information, please visit www.accttwo.com or call 713-744-8400.

    Phone: (713) 744-8403
    Website: http://www.accttwo.com
    Year Founded: 2010
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