Brendan O'Donnell
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Printing library labels
After setting up a spine label in Library > Settings > Label Templates, you can print them either from a resource copy's page, by running a resource batch, or from the Browse Resources tool....
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How does financial aid auto-apply to invoices?
Financial aid automatically applies to invoices if/when: The disbursement date falls in the same academic term as the invoice. The invoiced charges are aid-eligible. Aid-eligible ch...
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How do I get the list of required books for the academic term?
The Term Book List is available in two places: Bookstore Admin users can find it in and export it from Bookstore > Admin > Term Book List. Academic Admin and Registrar users can ex...
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Introduction to Bookstore
Bookstore gives you an online shopping cart and point-of-sale system for your school's bookstore. Online shoppers can browse and purchase items via the shopping interface or via Buy Now...
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Step one: set up libraries and locations
Libraries and locations are where you keep your library resources, from which you loan them to patrons, and to/from which you arrange transits. Before you do anything else, you should at lea...
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How do I record a payment?
You can record an incoming, non-financial-aid payment at any time—whether or not the student has any unpaid invoices. The method described here lets you create a record that the studen...
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What should I do if I mistakenly disburse aid to a student's account?
If you mistakenly record a Financial Aid disbursement to a student, DON'T REFUND IT! Rather, Void the transaction associated with the mistaken disbursement. Why? Refunding aid says that t...
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What should I do with aid overpayments?
If the amount of aid disbursed to a student exceeds the amount of invoiced, aid-eligible charges, the student's By Term Summary will show an aid overpayment. You have a few options for aid overpaym...
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How do I offer a tuition discount?
Many schools have financial aid packages where the institution doesn't distribute funds, but rather gives the student a discount on tuition or fees (sometimes these are called Unrestricte...
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What does "setup" mean?
Setup is a status that applies to Financial Aid applications, individual awards, and individual disbursements. Regarding applications and awards... ...Setup means that you are still nailing d...