Financial Aid

Reference

• Awards
• Aid Applications
• Reporting: Academic Progress, 1098-T, and Canadian tax forms
• Processing student financial aid applications
• Offering Financial Aid
• Disbursement batches

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How-to's

• How to apply posted aid/payments/credits to invoices covered by pending aid

Getting started

• Step one: start working on general financial aid settings
• Step two: set up financial aid application components
• Step three: set up financial aid award types
• Step four: set up aid classifications
• Step five: set up aid year schedules
• Step six: enter DoE settings (optional)

FAQs

• How do I refund financial aid using the batch workflow?
• How do I correct an SSN on a 1098T after I've filed it with the IRS?
• How does financial aid auto-apply to invoices?
• What should I do if I mistakenly disburse aid to a student's account?
• What should I do with aid overpayments?
• How do I offer a tuition discount?

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Videos

• Aid year schedules
• Aid classifications
• Setting up award types
• Create aid application components
• Disbursing Aid on Student Accounts
• Printing Award Letters

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