AdminsReports

Work through the ESA compliance checklist

A 60-second screen recording of a real school doing exactly this — and the same 9 steps written out below, in the labels you'll see on screen.

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How to work through the ESA compliance checklist

1Click Reports under Administration in the sidebar
2Click Compliance checklist on your program's tuition worksheet card
3Read the withdrawal banner at the top
4Check Your tier against the enrolled-student threshold
5Read the Refund & reimbursement policy card and Edit policy
6Read the Scholarship students roster and its Program student ID column
7Check the Withdrawal reporting due date on a withdrawn student
8Click Mark reported once the withdrawal is filed with the program
9Read Program requirements and their statute citations

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

All 21 videos in this group About this feature

Next in this group

Print the tuition and fees disclosureAdmins

Build the AUP evidence pack for your auditorAdmins

Set your financial aid budget for the yearAdmins

Open financial aid applications to familiesAdmins

Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.

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