Working with your TADS Information in Cornerstone

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1 CORNERSTONE HOUSEHOLD: WORKING WITH YOUR TADS INFORMATION IN CORNERSTONE P a g e 1 Working with your TADS Information in Cornerstone If your school has connected their Cornerstone system with TADS, you will be able to view information for your TADS account with the rest of your school and student information in Cornerstone Household. If your school has not connected their Cornerstone system with TADS, you will not be able to see these sections. Setting Up your TADS Account Before you can view your TADS information in Cornerstone, you will need to enter some verification information to connect your accounts. Most of the time, you should only need to do this once, after which your account information will be saved. 2. From the upper right, click your name and select Sync with TADS. The Sync with TADS page appears. 3. In the TADS text box, type the that you use to log in to your account on the TADS site. 4. In the TADS Password text box, type the password that you use to log in to your account on the TADS site. 5. In the Additional Information section, enter your TADS application number, invoice number or enrollment registration number for verification. 6. Click Continue to Households and Students. A list of the household and student accounts that are set up for you on TADS appears. 7. Select each account that you want to be able to view information for in Cornerstone.

2 CORNERSTONE HOUSEHOLD: WORKING WITH YOUR TADS INFORMATION IN CORNERSTONE P a g e 2 8. Click Save. The account information begins to sync. Viewing Finance Information Once your TADS account is synced with Cornerstone, you will be able to view associated financial information. Viewing Billing Information You can view details about your TADS billing, including the amount due and past due, through Cornerstone. 3. Under the School tab, click the Finances link. The Finances section appears, with the Overview page displayed by default. 4. From the left menu, click Billing. The Billing page appears with details about each account you have access to. 5. OPTIONAL: To open a new tab or window where you can make a payment in TADS, click the Make Payment link for the appropriate account.

3 CORNERSTONE HOUSEHOLD: WORKING WITH YOUR TADS INFORMATION IN CORNERSTONE P a g e 3 6. To view the details of an account, click the account number. The account details appear. 7. In the last section, click the appropriate links to view different account information. Viewing Billing Agreements If your school sends billing agreements through TADS, you can view those agreements again at any point through Cornerstone. You can also quickly open up a window in TADS from the page in Cornerstone that will allow you to set up your billing agreement. 3. Under the School tab, click the Finances link. The Finances section appears, with the Overview page displayed by default.

4 CORNERSTONE HOUSEHOLD: WORKING WITH YOUR TADS INFORMATION IN CORNERSTONE P a g e 4 4. From the left menu, click Agreements. The Agreements page appears, with a list of all billing agreements. 5. OPTIONAL: To open a new window or tab in TADS to set up a new billing agreement, a. Click Add. The Add Agreement page appears. b. In the Setup Code text box, type the setup code from your agreement or paper agreement. c. Click Submit. d. Continue with the application process. 6. To view an existing agreement, click the agreement number. The details of the agreement appear.

5 CORNERSTONE HOUSEHOLD: WORKING WITH YOUR TADS INFORMATION IN CORNERSTONE P a g e 5 Viewing Financial Aid Information If you have applied for financial aid through TADS, you can view that information from Cornerstone. 3. Under the School tab, click the Finances link. The Finances section appears, with the Overview page displayed by default. 4. From the left menu, click Financial Aid. The details of your financial aid appear. Viewing Admissions Information You can view applications for admissions for the students in your family from Cornerstone. Additionally, if you need to apply for a new student in your family, you can fill out a new application. 3. Under the School tab, click the Admissions link. The Admissions page appears. 4. OPTIONAL: To begin a new application,

6 CORNERSTONE HOUSEHOLD: WORKING WITH YOUR TADS INFORMATION IN CORNERSTONE P a g e 6 a. Click Start. b. Select the school and term, you are applying to. c. Click Continue. d. Complete information about the student applying. e. Click Continue. f. Continue filling out the application as needed. 5. To view an existing application, click the application number. OR To view a PDF copy, click the PDF icon. Details about the application appear. Viewing Enrollment Information Enrollment information for TADS will be visible from each student s profile in Cornerstone. You can also submit enrollment intentions for your students for upcoming years. 2. From the left menu of the Home tab, under Students, click the name of the student for whom you want to view enrollment information. 3. From the left menu, under Academics, click Enrollment. The Enrollment page appears. NOTE: If you don t see a sub-menu under the Academics header, click Academics to expand the sub-menu. 4. OPTIONAL: To begin a new application, a. Click Add. b. Enter the setup code from your TADS or letter.

7 CORNERSTONE HOUSEHOLD: WORKING WITH YOUR TADS INFORMATION IN CORNERSTONE P a g e 7 c. Click Continue. d. Continue filling out the application as needed. 5. To view an existing application, click the application number. OR To view a PDF copy, click the PDF icon. Details about the application appear.

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