On this job aid:
This job aid will cover how to view account information including the transaction summary and due now details
After logging into Workday, click the Finances icon in the home page.
The Finances dashboard provides a quick link to your Account Activity, Make a Payment, Payment Elections, 1098T information and Financial Aid.
Account Activity is under My Account
Select Select View Account Activity
Account Summary
The Account Summary will display your Total Account Balance and Due Now amounts.
View Statement
Click View Statement to generate and print your statements.
Select the Statement's academic period, click OK
The system will display the statement for that specific academic period. Click Generate PDF to download a statement on PDF.
Transaction Summary
The Transaction Summary displays a running list of transactions, charges, payments, and financial aid, in order of transaction date.
Due Now
The Due Now tab displays Past Due, Current Due, and Anticipated Payments, along with definitions to explain these terms.
