You can create financial aid schedules for students based on their financial aid application information.

Note: If your school does not track financial aid application information, Financial Aid schedules must be added manually to student records
 

 

  1. In Administration, click Create Financial Aid Schedules.
  2. In the Transaction date field, enter the date of the transaction. 
  3. In the Qualification date field, select the date of the items to include based on the date in the Date qualified field on the financial aid application. 
  4. In the Grant date field, select the date of the items to include based on the date in the Date granted field on the financial aid application. 
  5. To include only financial aid with the Accepted checkbox marked on the financial aid application, mark Include only accepted financial aid qualifications. 
  6. To combine all financial aid items with the same billing item, mark Combine financial aid with the same billing item. 
  7. To create a query of students not included in the processing, mark Create exception query of students. 
  8. To create a query of students included in the processing, mark Create output query of students. 
  9. To print a control report, mark Print a control report on and select a printer. 
  10. Select the Financial Aid Types tab. 
  11. In the Type column, select a type of financial aid. 
  12. In the Billing Item column, select a billing item to associate with each financial aid type. 
  13. The billing item's description appears in the Description column.
  14. Select the Filters tab. 
  15. Select the Attributes tab and fill in any applicable information

    Note: If the attribute is required, the checkbox is marked in the Required column.
     
  16. Select the Preview tab. 
  17. Unmark the checkbox in the Include? column for any students and billing item combinations you do not want to include. 
  18. To review a report of what will be processed before actually creating the financial aid schedules, click Preprocessing Report. 
  19. Once the schedules have been created, use Generate Transactions Automatically to create Financial Aid credits based on the schedules throughout the year
     

For more information on Financial Aid, review: How to set up and generate Financial Aid (BB212157)