Introduction

Administrators have the ability to integrate ScholarshipUniverse with their existing systems (including Student Information Systems (SIS), Customer Relationship Management (CRM), institutional and accounting systems) via the Fund Codes page. This allows schools to track scholarships, funds and post awards given through the ScholarshipUniverse application.


Related

Learn how to bulk import Fund Codes here.


Settings > Fund Codes

To get to the Fund Codes page, click on the Settings option in the left navigation, then click on the Fund Codes tile.



Here is a view of the Fund Codes page:



Adding a Fund Code:

  • Step 1: Click the Add + button.
  • Step 2: In the Add Fund Code modal, enter values for all of the following 3 fields:
    • Fund Code: Enter your system code for the new Fund Code.
    • Description: Enter a user-friendly description of what the fund code means, so users can select the correct funds when creating scholarships.
    • Fund Code Type: Select a fund code type from a list of integration systems that the fund code is related to. Here are the available options:
      • Student Information System
      • Customer Relationship Management
      • Institutional
      • Accounting & Financial System 
  • Step 3: Click the Add button.

 

 

Editing a Fund Code:

  • Step 1: Click the Edit (pencil) button for the fund code you want to edit.
  • Step 2: In the Edit Fund Code modal, update the value for any/all of the following 3 fields:
    • Fund Code: Enter your system code for the new fund code.
    • Description: Enter a user-friendly description of what the fund code means, so users can select the correct funds when creating scholarships.
    • Fund Code Type: Select a fund code type from a list of integration systems that the fund code is related to. Here are the available options:
      • Student Information System
      • Customer Relationship Management
      • Institutional
      • Accounting & Financial System 
  • Step 3: Click the Save button.



Inactivating a Fund Code:


Inactivating a fund code will remove it as an option when creating new scholarships. However, the fund code will remain in the ScholarshipUniverse application in order to keep track of previous scholarships and awards that were previously tied to it. Fund codes can be reactivated in order to associate to new scholarships and awards if needed. See the Reactivating a Fund Code section below.


  • Step 1: From within the Active tab, click the Deactivate (trash can) button for the fund code you want to inactivate.
  • Step 2: In the Inactivate modal, click Yes to confirm the deactivation, or No to keep the fund code active.



Reactivating a Fund Code:


Reactivating a fund code will enable the fund code to be associated to new scholarships and awards. 

  • Step 1: From within the Inactive tab, click the Reactivate (recycle) button for the fund code you want to reactivate.
  • Step 2: In the Reactivate modal, click Yes to confirm the reactivation, or No to keep the fund code inactive.



Troubleshooting and FAQs

[Links to related FAQ documents]