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Finances

How to help your applicants stay on top of their finances with you

Dom Yeadon avatar
Written by Dom Yeadon
Updated today

The Finances feature in Applications Active(APS) lists separate financial 'items' for each application a student has. In the screenshot below it lists:

  • Deposit of £1,500

  • Course Fees of £15,000

It maintains the current financial position of each applicant (per application), and provides information that can be seen by each applicant and officer, so both can stay on top of finances.

FAQs

Q. How did these items get created?

A. When the student applied for their course the system looked up the associated Course Fee (from Courses and Subjects) and calculated the appropriate Deposit - automatically creating these 2 items for you.

Q. Can I edit them?

A. Yes.

Q. What are they used for?

A. They can be merged into your email touchpoints, appear in Offer Letters, and can be used as conditions in workflows.

Q. Can the student see them too?

A. Yes. These financial items display in each student's Applicant Portal.

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