View Student Financial Account Activity
Modified on: Tue, Sep 10 2024 10:01 AMFollow the steps below to view your Financial Account Activity in Workday.
To see your Student Account Activity using the Workday mobile app, click View Account Activity under Finances on the Finances dashboard.
1. From your Workday homepage, access the Finances app by clicking Finances under Your Top Apps or from the Menu button.
2. To see a breakdown of your transactions in order by date, click on View Account Activity under My Account.
This will take you to the View Account Activity page, which has two tabs - Transaction Summary and Due Now Details.
- Transaction Summary shows the details of each transaction in order by date.
- Due Now Details shows the sum of fees that are due, along with anticipated financial aid or refunds.
You can also view and print an account statement for any academic period by clicking the box View Statement. View the article Understanding Your Financial Statement for more information.
3. In the Due Now Details tab, you can get more information by clicking any of the amounts written in blue. A pop-up box will appear with a breakdown of each charge or payment. The example below is a breakdown of Past Due Charges.
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