Financial Assistance: How To Award a Student with Financial Aid*
There are many ways that a Student can acquire Financial Assistance. Different Funding Agencies across the world provide Student Financial Assistance whether it be in the form of a grant, ...
- Financial Assistance: Student Financial Assistance is NOT Available Though Listed on the Student’s Assistance Ledger
The reason for this could be because of two issues. Be sure to check:1. The Resource's Status. It should be set to the Active status.2. The Resource's Disbursement Periods. Make sure that the ch ...
- Financial Assistance: How To Access and Use the Financial Assistance Monitor
The Financial Assistance Monitor (FAM) was created for the Financial Aid Officer to oversee all Students and Funds that are outstanding within the school. This feature allows the capability to f ...
- Financial Assistance: How To Reallocate Financial Assistance Payments
On occasion a Student may have acquired a Financial Assistance award from a Fund (Fund #1) that offered no restrictions on Payment, meaning that the award could be used to pay for any Charge on th ...
- Accounts: How To Properly Setup Account Payment Options when Using Financial Assistance
When using Financial Assistance in SchoolDESX it is important to make sure that Accounts can not be paid by Funds directly, but only through the Financial Assistance that has been setup by the F ...
- Financial Assistance: How To Request Direct Payments from Funds
Using the Financial Assistance Monitor, the Financial Aid Officer may post a Request for Funds to be sent to the school for depositing. Once the Funds have been received, the Financial Aid ...
- Financial Assistance: How To Properly Setup Security for Separation of Duties
The Permission Groups are only visible in SchoolDESX version 2.11f and earlier. If you were upgraded to version V2.12 your Permission Groups are still visible and available for use. However, all s ...
- Financial Assistance: How To Create a New Student Financial Assistance Ledger Record (i.e. Funding Resource)
Whenever a Student Applies or is granted a new award from a Funding Agency, the User will need to create a new Fund Resource record for that Student using the Funds that have been setup in the s ...
- Accounts: How To Make a Payment Using a Student’s Financial Assistance
Security should be setup to accommodate the features and functions for the Financial Aid Officer, and at the same time, the bursar was given the proper rights for Account Payment that will allow f ...
- SCO: G003.0 - Financial Assistance Expiration Period
Description/Instructions:
Enter the number of days after the expiration date that a student's Resource Fund is continued to be evaluated for status and availability. The lower the number the less ...
- Students: How To Record More Than One "Benefit" in the Benefits Field
This field is a multi-select Lookup List. The Benefits field offers a place to store which, if any, funding agencies a Student has available. To select more than one option: - Hold down ...
- Custom Reports: There Are Missing Custom Data Fields in the Report Writer
The v2.10 release added the Financial Assistance and the Account Payment tables to the last SDX_ITEM table. If these tables do not exist, they cannot just be added via copy/paste because they may ...
- Financial Assistance: Understanding the Data Fields on a Resource Fund Detail Form
Before actually awarding a Student with Financial Aid, it is important to understand the data elements on the Student Financial Assistance Ledger (SFAL). These data fields are as follows: Re ...
- Financial Assistance: How To Create a Fund Record for Financial Assistance
Through Funds, SchoolDESX deals with a school's need for paying Student Accounts with grant, scholarship, or loan monies offered by different agencies whether national, local, or private. ...
- Financial Assistance: How To Release Funds to a Student's Account for Disbursement
Releasing the Funds is an action taken on a Fund Resource Detail Form that allows for the remainder of the award according to the proper distribution period to be available to the Student as a D ...
- Financial Assistance: Understanding the Data Fields on a Fund Information Form
As with all Services in SchoolDESX, before a Fund record should be entered, it is important to understand the fields that are offered in collecting the data in that record.The data fields for a Fu ...
- Financial Assistance: How To Disburse Released Funds From a Student's Account
The Bursar is able to go to the Student's Account and cut a check to the Student in the form of a Disbursement for the remainder of the Released Funds. To do so, the Bursar will:
1. N ...
- Downloads: IPEDS Report (Integrated Postsecondary Education Data System)
SchoolDESX provides Users with a Specialty Report designed to produce the "Integrated Postsecondary Education Data System" (IPEDS) report. IPEDS is the core postsecondary education data collection ...
- Accounts: How To Print a Daily Deposit Report
1. From the Main Menu, select Reports > Specialty Reports.2. Choose the Financial Account Reports option and select Run.3. Choose the "Cash/Deposit Report" option.4. Fill out the filtering fo ...
- Accounts: How To Void a Transaction on a Service Account
Voids: If a Transaction, Charge, or Payment was never meant to have occurred, then the Transaction should be Voided. Transactions can never be deleted from an Account because a "paper-trail" i ...