Getting started in Financial Aid
Set up aid awards, applications, classifications, schedules, and the optional DOE integration so your school can start processing financial aid.
- Importing data for IRS 1098-T forms
- Integrating with third-party aid processors
- 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: Add COA Categories
- Step five: set up aid classifications
- Step six: set up aid year schedules
- Step seven: enter DoE settings (optional)