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  1. Assigning School and Student ID in Bulk for UA Scholarships

    We process around 200 scholarships to around 100 students annually. We love the SLM to CSuite integration, but we feel there is a huge oversight regarding assigning the school and student ID. This all has to be captured individually and manually entered into the payment in CSuite. This was quite an arduous process this year. It was easier to upload it into CSuite as we used to be able to do before SLM.

    There was a release on 4/6/22 to implement this for standalone processes ("The School (Payee in SLM) and Student ID will sync between the two systems.") But…

    80 votes

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    Under Consideration  ·  12 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Ability to Increase Scholarship Award Amount after partial payment

    The ability to increase the scholarship award amount after part of the award has been paid would be useful for our organization. Instead of creating a new scholarship for the same student, adding a payment, grant, or award line would tie the awards for the student together in one area. Propose the function to 'Open' the Scholarship to add spendable and create additional grants under the scholarship award and ability to modify remaining scholarship dollar amounts.

    8 votes

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    2 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Bulk update of colleges and student IDs

    Since it isn't possible to integrate CSuite fields into UA follow-up forms yet, it would be great if those fields were available for bulk update.

    8 votes

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    Under Consideration  ·  1 comment  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Post all take post by payment into account in New to Open Bucket

    There is currently no way to batch move scholarships from New to Open with Post by Payment taken into consideration. Currently clients have to do this one by one scholarship.

    8 votes

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    1 comment  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Attachments in Scholarships

    It would help if the attachment I add to a scholarship (backup documentation) would automatically move with it when it goes into the grants to be paid.

    9 votes

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    0 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  6. choose a different G/L account for scholarship/grant refunds

    Csuite currently posts refunds for grants and scholarships to the G/L expense account for each. We would like the ability to select another G/L account for these refunds to be recorded in. Our past system allowed for a revenue account to be used so there was no netting of expenses and revenues from different years. If it is not possible for a default account to be set up, could a selection be made each time the refund is processed.

    7 votes

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    2 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Scholarships Edit Button

    When scholarships move into grants there is no edit button on the left side column to make multiple edits at a time. Edits must be made line by line and it is very time consuming. Please add this feature.

    3 votes

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    0 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Scholarship Fund History - Sorted from Newest to Oldest

    While grant history has been successfully changed to sort Newest to Oldest, history of Scholarship Payments (when accessed through the history of the Fund) are sorted from Oldest to Newest. It would be so much more handy if the most recent paymets were displayed first.

    3 votes

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    0 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Comprehensive grant and scholarship report

    Comprehensive grant and scholarship report
    It would be great to have a single report that would combine grant and scholarships. We currently need to run two reports to get the grants and scholarship detail because unpaid scholarships are not included on the grant report

    2 votes

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    Under Consideration  ·  1 comment  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Multiple payment dates/amounts for scholarship import

    It would be really helpful to have the option to add multiple payment dates/amounts to the scholarship import for scholarships that are paid by semester.

    3 votes

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    0 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Scholarship post by payment cancel option

    We entered several of our existing scholarship renewals in Csuite using the post by payment option as we recently converted to using Csuite. These scholarships are not in SLM. Some of these students did not renew. There is no option to cancel these scholarships since they never posted. The only solution to remove them from scholarship payable is to delete the entire scholarship. Having the ability to cancel as of certain date in Csuite with help us with tracking scholarships so we can view the cancellations.

    1 vote

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    0 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Quick Add Payment Semi Annual interval option

    Can "Semi Annual or Bi-Annual" be added as an interval option for Quick Add Payments? This would be very helpful for scholarship payments that pay in August and January, for example.

    2 votes

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  13. The ability to inactivate a scholarship to remove it from the scholarship list.

    If a scholarship is retired or no longer being used, the ability to inactivate it would be helpful. This would allow that list of scholarships in the scholarships menu to just reflect active scholarships.

    5 votes

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    0 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 1 vote

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    0 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  15. uncancel

    You provide helpful instruction on cancelling a scholarship award. This is necessary when a student awardee will not be using the scholarship (no longer qualified - did not go on to school, dropped out, etc.). The "uncancel" hotbutton currently does not "uncancel". There are more, as yet unknown to me, steps. Instruction materials on "uncancel" would be most helpful.

    3 votes

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  16. Live Links in All Reports

    Hello!

    Not all links are live in all reports. For example, a check ID link is live in a custom check report but is not live in a custom scholarship payment report. Why not make them all live?

    2 votes

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    0 comments  ·  Scholarships/Students  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Add custom field on student record

    It would be helpful to have custom fields on the Student record. There is information other than the student ID that only pertains to students that we track and on which we need to run reports (e.g., Pell grant eligible, first generation, major, high school attended, expected graduation date). It is not necessary for these fields to be on ALL profiles; we only want to see them on students.

    2 votes

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  18. Refunds

    Add ability to process scholarship refunds without the initial check being reconciled first

    3 votes

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  19. Scholarships - duplicate merge

    Duplicate Scholarships - allow them to be merged together to create 1 scholarship record with multiple payments associated. Allow there to be an option to ignore the duplicate scholarship suggestion (similar to profiles).

    That would make this duplicate list more useful and beneficial to clients instead of being a bit of mess which it is for clients that are migrated into CSuite

    3 votes

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  20. Approval Bucket in Scholarships

    Similar to grants create an "Approval" bucket for scholarships so the scholarships would go from New, Approval, Open. Allow approval to be based upon each scholarship & not just each fund.

    This would give foundations that are not using the SLM product another layer/level of approval and segregation of duties. Currently, they can only differentiate who does what based upon the permission groups that each user is in. This makes it harder for the teams to administer when they have a large scholarship team.

    3 votes

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