Scholarship awards that have been posted but cannot be used by the student for a certain period of time can be deferred. This will exclude the scholarship from being processed for payments.
Deferred scholarships are tracked in the Deferred bucket.
Defer a Scholarship
- Navigate to the Scholarships page.
- Click the Open bucket.
- Click the ID of the scholarship.
- Click Deferred in the left-side menu.
- Enter the Deferred Date, and then click Update.
- This can be any date in the future when the student will likely be able to use the scholarship.
- This can be any date in the future when the student will likely be able to use the scholarship.
The status of the scholarship award will now show as deferred.
Open a Deferred Scholarship
A deferred scholarship can be opened again and removed from the deferred status so that it can be processed for payments.
- Navigate to the Scholarships page.
- Click the Deferred bucket.
- Click the ID of the deferred scholarship to be opened.
- Click Open in the left-side menu.
The scholarship award will move back into the Open bucket and can be processed for payments.
Reporting
The Deferred Date is a field in the Scholarship Default Report. Default Reports provides additional guidance on accessing the default scholarship report.
- The Deferred Date is also a field in scholarship custom reports, and scholarship custom reports can be filtered by the Deferred Date.