Financial aid awards

Financial aid awards is a list comprised of all student funding awarded during a school year. Billing clerks use the Financial aid awards list to reconcile records with those recorded outside of Billing management, visualize a student's entire billing profile, or award Financial aid to a student. The Financial aids award list is comprised of records originating from both Billing management and Blackbaud Enrollment management.

To customize the list results, select Filter()  and choose relevant filters to refine results. Next, select Columns () to hide or show additional data columns. Select Export to download a .csv file that follows the exact layout you customized and contains the results featured in the list.

To get started, navigate to Billing management, Financial aid, and select Financial aid awards as a Billing clerk.

Select a Student name to have a pane appear on the right-side of the screen comprised of the corresponding students' billing information.

  1. Select Add financial aid.

  2. Enter a Student name and select a matching search result.

  3. Select the School year for which to award financial aid.

  4. Select the Session financial aid should be applied to.

  5. Select the Financial aid type. This choice populates Amount granted with a default award amount tied to the Financial aid type. Customize Amount granted if needed.

  6. Under Charges to pay off, select how the Financial aid award is allocated against charges in a payment plan, specific fees, or the overall balance.

  7. Under Responsibility, determine whether the Financial aid is applied to a specific student or equally among all Statement recipients related to the selected student. In the former instance, determine the amount each statement recipient is awarded. Each Statement recipient can receive a portion of the totalAmount granted.

  8. Under Disbursement dates, select whether to distribute the Financial aid amount equally among the dates in a payment plan (Based on a student's payment plan) or based on specifically defined dates, ensuring that the selected disbursement dates total the Amount granted.

  9. Select Save.

The Financial aid awards list can be exported to a .csv file format to be viewed or analyzed in third-party software, such as Microsoft Excel. The exported file maintains the same column layout and list data as seen in Billing management.

  1. Select Columns (), optionally mark necessary columns, and select Apply changes.

  2. Select Filters(), optionally change the School year or l Classification to limit list results to those categories, and select Apply change.

  3. Optionally select and drag a column header (e.g., Student) and rearrange it to the left or right of the existing columns. Repeat as necessary.

  4. Select Export to generate a .csv file of the layout and results in the Financial aid awards list.