Write Off Student Charges
- Set up account posting rules for student charge writeoffs. See Reference: Account Posting Rules for Student Transactions.
- Set up write-off reasons for student charges. See Maintain Write-Off Reasons for Student Charges.
- Configure theStudent Charges Writeoff Eventbusiness process and security policy in the Student Financials functional area.
You can write off past-due student charges that you've deemed noncollectable to account for them properly. You might consider charges to be noncollectable when:
- You can't contact the student.
- The debt is extremely old.
- A collection agency fails to recover the payments.
- The collections are otherwise not worth pursuing.
- Run theFind Students with Past Due Chargesreport.
- From the related actions menu of a student in the search results, select .
- ClickOKon the pop-up that displays.
- On theWrite Off Student Chargespage, select aWriteoff Reason.
- In the grid, select a charge to write off.
- ClickOK.
Workday generates accounting for the writeoff, and you can use the
Find Student Charges Writeoff
report to track it.When you write off all of the student's past-due charges, they no longer display on the
Find Students with Past Due Charges
report.Based on your
Student Charges Writeoff Event
business process, the writeoff may need to be approved before Workday can run subsequent processes.(Optional) If the student is in collections, remove them by changing the student's collection status to
Inactive
.