Ability to Import Deposit Amounts

The deposit amount varies for our Financial Aid families. Once we generate the contract, we have to manually enter each contract to edit the amount. It would be lovely to be able to do a bulk similar to how we enter all the inclusion and remission awards.

  • Kirstin McDonald
  • Feb 1 2024
  • Already exists
Blackbaud Enrollment Management / Contracts
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  • Kirstin McDonald commented
    01 Feb 20:15

    I searched the KB and did not find anything about this using multiple search terms. It would be nice if there was a better index for the KB. Thank you.

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  • Bryan Lorenzo commented
    01 Feb 03:30

    Hi Kirstin -

    A user with the Data Manager role can use the Contract Update import under the Re-enrollment category to update the deposit amounts after you generate the contracts.

    You can also use deposit rules to assist with calculating a certain deposit if a certain amount of aid has been given.

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