General

You can use the General page to specify the General Ledger (G/L) usage, fund source permissions, batch permissions, batch integrity, Transfer Student Monitoring, and Clearinghouse reporting.

Prerequisites

You must have: 

• To view, Financial Aid - Settings - View authorization

• To add or edit, Financial Aid - Settings - Manage authorization

Access Method

Select the Settings tile > expand Financial Aid > select General.

Procedure to Configure General Financial Aid Settings

1. Select the options to configure the following items.

   Section	Options
   Financial Aid General Ledger	General Ledger Usage Select the level of general ledger (G/L) integration for your system. You can opt to use all financial aid general ledger functions or to use financial aid general ledger for authorization levels only. Work Study Integration The Work Study Integration check box is displayed only when Anthology Student is integrated with an accounting system such as Anthology Finance & HCM. If the check box is selected for Anthology Finance & HCM, the Add Payment and Delete Payment buttons on the Work Study Payment form are disabled. If the check box is cleared (default), the Work Study integration is stopped, no records of work-study awards are exchanged between Anthology Finance & HCM and Anthology Student, and the Add Payment and Delete Payment buttons on the Work Study Payment form are enabled.
   Prevent Awarding	Award Statuses Specify the appropriate status to prevent the awarding of Title IV funds. The statuses are Approved (read-only), Pending Approval, and Estimated. Based on the value(s) selected, the Packaged amount for fund sources will be adjusted when awards are made with Estimated and Approved statuses. This option is enabled only when 'Prevent awarding when authorization is expended' is set to Yes. Prevent awarding when authorization is expended Select Yes if you want to prevent users from awarding funds from Title IV sources when the institution's authorized amount has been expended. If you enable this option, you can configure Award Statuses.
   Review Batch Security	Limit Permission to Set Disbursement Status to Reviewed Select the check box if you want to provide review permission to the corresponding staff group. If you enable this option, you have to configure a Staff group. Staff Group Select the staff group. This option is enabled only when the Limit Permission to Set Disbursement Status to Reviewed field is enabled.
   Approve Batch Security	Limit Permission to Approve Batch Disbursement Select this option if you want to assign approval permissions to a staff group. If you select this option, you must specify a staff group. Staff Group Select a staff group. This option is enabled only when 'Limit Permission to Approve Batch Disbursement' is enabled.
   Transfer Student Monitoring	Monitor duration in days The number of days for the transfer student monitoring (TSM) duration. The default is 90 days. The maximum value is 999. We recommend setting the same value as in the TSM Profile. Hold Group Select a financial aid disbursement hold group. The selected group will be the default group for transfer student monitoring (TSM). This group is specific to the campus. Automatically update NSLDS from FAH/TSM import file When you select this option, the latest imported and matched transfer student monitoring (TSM) or financial aid history (FAH) data will be used to automatically update the student's NSLDS > Current Data tab. By default, this option is not selected. Campus Name Name of the campus for which the Transfer Student Monitoring (TSM) hold group is configured. Hold Code The financial aid disbursement hold group used for Transfer Student Monitoring (TSM). This is the default TSM hold group for the selected Campus Name.
   Batch Integrity	Enforce Disbursement Batch Integrity Select Yes if you want to allow financial aid officers to move successful disbursement approvals to Student Accounts without sacrificing batch integrity and force reports to display the parent batch ID number when separate batches are created from a parent batch. The default is No.
   Clearing House	Enable Clearinghouse Select this option to enable Clearinghouse processing that automates reporting and reduces the amount of time and money spent on SSCR records. If you enable this option, you can configure the reporting method. Reporting Method Select a Reporting Method. The options are R - Report Date and T - Term.

2. Select Save to save the changes.