Financial Aid Management

Overview 

Financial Aid can be added to students individually or in bulk through the financial_aid_amount field. 

Financial Aid Amount (financial_aid_amount) is a standard field that is term-based, meaning it holds a unique value per term for a student. This can be used to input a total aid amount to automatically deduct from the tuition on a student's contract.

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Using the Financial Aid Amount Field

To enter financial aid amounts for an individual student, you can follow these steps:

• Navigate to the student's contact record.

• Click on the Enrollment tab within the contact record.

• Click the blue Edit Fields button in the upper right.

• Find the Financial Aid Amount field.

  • Please note: You can put fields under any grouping, but they are most often found under Enrollment, Tuition & Fees, or Tuition Assistance. If you cannot see the field you want to update, check your Contact Layout page to ensure it is set to display.

• Enter the amount into the field.

• Click on the green Save Edits button to confirm the change.

The financial aid field name and amount will now appear on the contract. You can preview the contract to see how it will look.

If you have multiple financial aid amounts amounts to award, consider entering the amounts through:

• Bulk Edit: Use the Update a Field option within the Edit menu on any list page or search/report.

• Import: Create a bulk update template for aid amounts that you can edit in Excel, then import it using our Import Data Tool.

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Additional Resources

• Office Hours & Past Session Recordings
• Tuition Assistance / Financial Aid
• Scholarship Management
• Enrollment Process for New & Returning Students