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Troubleshooting Pending Financial Aid
Pending Financial Aid Continues to Display
on Billing Statements
Problem: Financial Aid awards
that has been transferred to Billing continue to show as pending on billing
statements.
Possible Solution: Verify that
the award was actually transferred.
- Sometimes Financial Aid and/or Billing personnel say
an award has been transferred but the billing statement still says
the award is pending.
- To see if an award has actually been transferred you
can refer to the Sent to Billing field on the award. If there is no
text in the Sent to Billing field it has not been transferred. If
it says Yes it has been transferred. If it says No then Billing deleted
the transaction from the batch and sent it back down to Financial
Aid to be adjusted and retransferred.
- Another reason an award shows as pending is because
it is not associated with a financial aid status record and the user
does not see the award listed. To check this set the Filter to Package
field to All and look for another copy of the award.
- A third reason is because the financial aid award
was created in Financial Aid and also manually created in Billing.
Since the Financial Aid award has not been transferred to Billing
it will display as pending.
- To ensure that awards do not display as pending set
the Show on Statement field to No for those awards you do not want
to display on the billing statement.
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