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General Ledger Accounting Financial Aid Batches

Financial Aid Batch Management

Users who need access to view and work with Financial Aid batches. They include batches with the following source codes:

Source Code	Description
FA	Financial aid
LD	In-house loan disbursement
LO	Financial aid loan

The permissions on this page apply generally to Financial Aid batches. Access to individual source codes must be applied on the Associations tab.

Notice

To give all users in this role permission to view, edit, and create LD and LO batches, select Can view, Can edit and Can create permissions on the Permissions tab, and turn on access to LD and LO batches on the Associations tab.

Permission	Users in this role can. . .
Can view batches	View financial aid batches. Note If any other financial aid permission is granted, "Can view batches" is automatically granted.
Can edit batches and generate Print Edit reports	Edit financial aid batches and generate Print Edit reports. Note If permission to create, delete, or reverse financial aid batches is granted, "Can edit..." permission is automatically granted.
Can create batches	Create financial aid batches. Note If permission is granted to reverse financial aid batches, the "Can create batches" permission is automatically granted as well.
Can delete batches	Delete financial aid batches.
Can download to Excel	Download financial aid batches to Excel.
Can post batches and generate Post reports	Post financial aid batches and generate Post reports.
Can post batches they created	Allows the same user to post financial aid batches they created.
Can unlock batches	Unlock financial aid batches.
Can summarize batches	Summarize financial aid batches.
Can reverse batches	Reverse financial aid batches.

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