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Administrator Guide
Last Updated: 2026-03-13
Steps: Set Up Student Collections, Bankruptcies, and Writeoffs

Steps: Set Up Student Collections, Bankruptcies, and Writeoffs

When students have past due balances, you can take steps to:
  • Collect payments from the students.
  • Send student on to a collections agency.
  • Track student bankruptcies.
  • Write off student charges as a loss.
When you use journal grouping, Workday adds student charge writeoffs and charges originating from collection agreements to student charge transaction groups.
  1. Access the
    Create Student Hold Reason
     task.
    Set up hold reasons for collections, collection agreements, and writeoffs.
    Security:
    Set Up: Hold Reasons
     domain in the Action Items and Holds functional area.
  2. Create emails to send to students when you:
    • Place them in collections.
    • Send them to a collection agency.
    • Take other collection steps.
  3. Access the
    Maintain Student Collection Agencies
     task.
    Add the collection agencies to which you can send students' transactions for collection.
    Security:
    Manage: Student Collections
     domain in the Student Financials functional area.
  4. Access the
    Maintain Student Document Types
     task.
    Add
    Student Collections
     as a category.
  5. Configure the
    Student Charges Writeoff Event
     business process in the Student Financials functional area.
    You can configure the business process to apply writeoff holds when you approve the writeoff of student charges.
  6. Set up account posting rules for student charge writeoffs.
  7. Configure writeoff reasons with a
    Receivable Writeoff Reason Usage
     of
    Student Financials
    .
  8. (Optional) Create a custom report based on the
    Find Students with Past Due Charges
     report.
    The
    Find Students with Past Due Charges
     report returns all students, including students without any past due charges. Workday recommends limiting the results by creating a custom report. Example: Create a report that returns students with charges that are more than 100 days past due.