Adding a Funding Source

Under the Finances tab in a student’s record, student success staff can view a quick snap shot of a student’s current financial aid for that term at a high level. Within that area users are also able to classify what type of funding students have indicated as being their main source of funding for their education.

The 'Finances' tab under Olivia's student profile showing 'Balance Due' in the 'Business Office,' 'Funding Sources' with options, and 'Financial Aid' section.

To add or remove a funding source, select the pencil icon and use the dropdown to select or remove a funding source.

The interface showing steps for adding funding sources: 1- Open 'Finances' tab. 2- 'Funding sources' section 'Edit' icon highlighted. 3- 'Update Funding Sources' pop-up with a drop-down menu of funding options.

Should a student be utilizing different sources, the option to indicate multi sources is available in addition to eliminating prior sources if needed.

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