Exporting Anticipated Aid

Caution: Before running the anticipated aid export process for the first time, review and update your fund parameters. Navigate to System Administration > Packaging > Funds. In the Disbursement section of each fund, indicate whether or not the fund should be included in the anticipated aid export process by updating the Include in Anticipated Aid Export field.

To run the anticipated aid process, complete the following steps:

  1. Select Import/Export in the top navigation bar to open the Import/Export menu along the left side of the page.
  2. Expand the Finance Reporting option in the left navigation menu and select Anticipated Aid Export.
  1. Select Export Anticipated Aid in the Anticipated Aid Export header.
  2. From the Selection Set list, choose the selection set that contains the students you want to evaluate for export.
  3. Optionally, select Preview to view the students included in the population.
  4. Select Next.
  1. Indicate the Disbursement Date for these disbursements. It can be today, seven days from today, or you can specify a custom date. Only distributions with a scheduled disbursement date or actual disbursement date that is on or before the date specified here will be included.
  2. Select the check box next to the Payment Period(s) you want to include.

    Rather than always exporting all disbursements for a selected population, the anticipated aid export allows you to further customize your export files to specific disbursements based on your institution's program calendars.

    For example, perhaps you have a payment period with three disbursements and you only want students to see the first disbursement as pending aid on their billing statement. You can select a specific disbursement date and then a specific payment period. The only awards that will show to the students are on or before the chosen disbursement date.

  3. Select Next.
  4. Select the check box next to the award(s) you want to include. If an award is from a fund where Include in Anticipated Aid is set to No, it will not show in this list.
  5. Select Next.
  6. If desired, select an Additional Data Field from the list to be included in the file that’s created (if applicable). You can choose from any student-level field alias.
  7. Optionally, set Include Pending Awards to Yes, if you want pending awards along with accepted awards to be exported.
  1. Before exporting, take note of the file name and destination displayed, then select Export.
  2. The Anticipated Aid Export window is closed, and a message is displayed in the upper right portion of the page indicating that the process has started. As part of this process, each distribution is evaluated against eligibility checks. This process runs asynchronously so you can continue with other work. A separate message is displayed regardless of where you are in the system once the process has finished. Once this message is displayed, the results report is available to review. See Anticipated Aid Results Reports for information on reviewing the results. If generated, the file can be downloaded from the File Manager.
  1. In the Import/Export module, select File Manager from the left navigation menu.
  2. Using the file manager, navigate to the Exports > Finance Reporting>Anticipated Aid folder.
  3. Select the file created in prior step and select the Download download icon icon.
  4. The file will be downloaded to your computer. If needed by another office, you will need to move the file to the appropriate location.