FAQs

How will AutoReconciliation reduce the amount of time staff spend on reconciliation?
AutoReconciliation automates the identification phase of reconciliation by comparing the financial aid information data with the COD data. This eliminates a...
Mon, 9 Mar, 2015 at 10:18 AM
Can AutoReconciliation be used for year-end close out?
Yes. AutoReconciliation can be used monthly and/or annually for year-end close out.
Mon, 9 Mar, 2015 at 10:19 AM
What programs can be reconciled with AutoReconciliation?
PELL, TEACH, Direct Loan Subsidized, Direct Loan Unsubsidized, and/or PLUS Loans.
Mon, 9 Mar, 2015 at 10:19 AM
Can I reconcile my state grant programs with AutoReconciliation?
At this time, AutoReconciliation supports PELL, TEACH, and Direct Loans. 
Fri, 26 Feb, 2021 at 8:52 AM
How long will it take to complete the process through AutoReconciliation?
AutoReconciliation analyzes the results from the reports uploaded by the school in a matter of minutes.
Mon, 9 Mar, 2015 at 10:20 AM
What kind of output will AutoReconciliation provide?
AutoReconciliation displays a summary of discrepancies onscreen.  The school would use the Export button to download/save the .csv file to view the de...
Fri, 26 Feb, 2021 at 8:58 AM
How many users can a school have with AutoReconciliation?
AutoReconciliation supports multiple users per school. Administrators for the school can invite other users to register. If you have additional user needs, ...
Fri, 26 Feb, 2021 at 8:59 AM
How many times can I run the AutoReconciliation tool in a month?
A school can run AutoReconciliation an unlimited amount of times during their contract period.
Fri, 26 Feb, 2021 at 8:59 AM
What format does the file from my SIS need to be in?
The file must be in CSV or Excel (2007 or greater) format and have a .txt, .xlsx or .csv extension.
Mon, 9 Mar, 2015 at 10:24 AM
How should the Student Name column be formatted?
The student name can be formatted as firstname space lastname or last name space first name or lastname comma firstname. It may also include middle names if...
Mon, 9 Mar, 2015 at 10:24 AM