TABLE OF CONTENTS
A Financial Aid batch is an automatically generated collection of unpaid disbursements. Batches streamline the disbursement workflow for financial aid and accounting teams and prepare records to be added to the A/R Card.
Individual Batch
The system creates batches from unpaid disbursements:
- With "Accepted" or "Corrected" disbursement status.
- Where Disbursement Release Indicator (DRI) is set.
- With no transactions in the A/R Card.
- Which were not previously added to a batch automatically.
Financial Aid batches are generated automatically daily at 4:00 AM. When created, each batch receives the initial "New" status.
The Financial Aid Batch Details page shows individual batch information and a list of all disbursements and refunds in this batch:
Note: Viewing the individual batch and the report requires the View FA batches permission.
Batches Report
The Financial Aid Batches report displays all generated batches. The report is located in the Financial Aid → Batches menu:
Email Notifications
Users receive email notifications for new batches with a summary table:
The Financial Aid menu displays notification badges showing pending batch counts. A popup notification appears for users with pending batches, providing direct access to the Batches report:
