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Administrator Guide
Last Updated: 2023-06-23
Concept: Student Accounts and Statements

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:
The first time you post charges or payments for a student, Workday:
  • Creates a student financial account.
  • Displays a
    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 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
     and
    Self-Service: Student Statements
    ).
  • View Statement
     (secured to these domains:
    Self Service: Student Financials
     and
    Self-Service: Student Statements
    ) for student self-service.
  • View Student Statement
    (secured to the
    Reports: Student Financial Account
     domain) for administrators.