Financial Aid

Reference

• Using the DoE integration
• Awards
• Aid Applications
• Reporting: Academic Progress, 1098-T, and Canadian tax forms
• Processing student financial aid applications
• Packaging/Offering Financial Aid

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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-to's

• How to apply posted aid/payments/credits to invoices covered by pending aid
• Refunding financial aid to the aid source
• 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?

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