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Posted August 18, 2026
Financial Aid Award List
A Financial Aid Award List is the
Record List
of financial aid award records. It is available in these modules:
- Financial Aid > Awards. You need the FinancialAid Full or FinancialAid Read role.
- Finance > AR > Financial Aid. You need the FinancialAid Full or FinancialAid Read role.
By default the list shows the awards whose Academic Year is the current academic year specified in
School Info
or later. The include all checkbox adds the awards of earlier years. In Finance, the list shows only the awards whose financial aid category uses a product of the ledger selected at the top of the Finance module.
Financial Aid Categories
explains how categories and their products are set up.
Column explanations:
AcademicYear
is the academic year of the award's financial aid category, shown as its starting and ending years run together, such as 20262027 for 2026-2027.
Type
is the type of the award's financial aid category.
Awarded
is the amount of the award.
Accepted
is the amount that has been accepted. An award needs an Accepted amount before it can be applied to an AR invoice as line items.
Allocated
is the part of the award already applied to AR invoices, either as invoice line items or as AR credits, not counting voided invoices or credits. It is shown at Finance > AR > Financial Aid and hidden by default at Financial Aid > Awards.
Available
is the Awarded amount minus the Allocated amount, which is what can still be applied.
Applying Financial Aid Awards to Customer Invoices as Line Items
and
Applying Financial Aid Awards as Customer Credits
explain the two ways to apply it.
Award Status
is the type of the award action with the latest date.
Status/Substatus Calculation - Financial Aid
explains how it is determined.
Person Status
is the student's status in the school division selected at the top of the page, or the inquiry's status for an inquiry.
Grade
is the person's current grade, and
Grade NY
is the grade for next year. For an inquiry, Grade NY is the grade the inquiry is applying for.
Comment
is the comment recorded on the award, and it is hidden by default.
Id
is the system identifier assigned to the award.
Below the list, Awarded Total, Accepted Total, and Available Total add up the Awarded, Accepted, and Available columns. They cover every award the search returns, not only the awards on the page you are looking at.
Search fields worth knowing:
Academic Year
searches the AcademicYear column, so enter the year as its starting and ending years run together, such as 20262027.
Allocated
and
Available
search the Allocated and Available columns.
Award Comment
searches the Comment column.
Fin Aid Type
searches the Type column.
Person Status
searches the Person Status column.
Person Type
searches with Student or Inquiry.
See also
Applying Financial Aid Awards to Customer Invoices as Line Items
Applying Financial Aid Awards as Customer Credits
Status/Substatus Calculation - Financial Aid
Status/Substatus Calculation
Financial Aid Categories
School Division
Record List
School Info
Product
Action
DAT
Platform
Student Information (SIS)
Finance & Operations (ERP)
Admissions & Advancement (CRM)
Intelligence
AI - Human in the Loop
Portals
Student Safety
Solutions
K-12
Higher Education
Performing Arts
Health Sciences
International Schools
Religious and Parochial
Camps and Auxiliary
Boarding Schools
Customers
Resources
vs Veracross
vs Blackbaud
vs Ellucian
SIS vs ERP vs CRM
State of School Operations 2026
Insights
vs Orah
Company
About
Careers
Press
Contact