Concept: Student Accounts and Statements
Student Accounts
The student financial account acts as the central repository for student charges and payments for your Institution. This single account provides convenience and access for your students, whether you generate transactions:
- Automatically with theAssign Student Chargestask.
- Manually. See Post Student Charges Manually.
- Through external loads or integrations.
The first time you post charges or payments for a student, Workday:
- Creates a student financial account.
- Displays the Student Financials profile group on the student's profile.
Student Statements
Student statements can report this information for an academic period:
- Anticipated payments
- Charges
- Courses, when a course has associated charges or prorated charges
- Payments
- Refunds
- Units and grades for course charges
Workday provides these reports for viewing statements and generating PDF versions:
- Print Student Statement(secured to these domains:Reports: Student Financial Account,Self-Service: Student Financials, andSelf-Service: Student Statements)
- View Statement(secured to these domains:Self Service: Student FinancialsandSelf-Service: Student Statements) for student self-service
- View Student Statement(secured to theReports: Student Financial Accountdomain) for administrators