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Financial Aid Award List

Posted August 18, 2026

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.

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Financial Aid Award List

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