Request a Revenue Refund

Step by Step

1. Know Your Responsibilities as an Authorized Approver

   In summary, the Authorized Approver must verify that the Revenue Refund request meets all of the following criteria:

   • The refund is necessary and consistent with university practices and policies.
   • The information provided with the refund request and any attached documentation is accurate; and
   • The expenditure is charged to the proper index(s) and account(s).
   • The Approver may not be the individual receiving the refund

2. Determine if the Recipient is Set Up in RealSource

3. Complete the Revenue Refund Request in RealSource

   For financial control purposes, this form is only accessible to RealSource Shoppers and Requesters (not Approvers). The form is located in the Accounts Payable Showcase. A/P will no longer accept paper forms, emails or other types of requests. The Request form does allow departments to attach any relevant back-up documentation that the department wishes to maintain with the Request.

   When processing the Revenue Request form, if you are unable to locate the appropriate account code in RealSource, send an email to RealSource@vcu.edu to have it added. Procurement Services is required to coordinate with Controller’s Office prior to adding account codes.

   The person/entity to be reimbursed must be the same person/entity who paid in the funds. Index and account number(s). These must be the same as those used to deposit the original funds.