Funding

The Funding section provides an overview of all funding allocated to Students. This list displays key details such as the Student’s name, funding source, status, amount, and balance. With this section, you can easily track and manage financial assistance, monitor outstanding balances, and ensure that funding is properly recorded.

Next to each funding item, there are quick action icons for managing funding records

The View Funding icon opens a modal displaying details such as the Student’s name, location, creation and modification timestamps, status, source, due date, description, amount, collected amount, balance, and any notes.

The Edit Funding icon allows you to update the due date, description, amount, or add notes.

The Delete Funding icon permanently removes the funding record.

For more information on adding funding sources and managing transactions, visit the Student Accounts / Funding section of the user guide.