Financials Hub Overview for Students

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Overview of Process

The Financials Hub is a Workday application for Students to view student billing and payment information. Students can view account activity and statements, make payments, and set up payment plans. It is recommended to add this dashboard to your Top Apps. Reference the Workday Student General Navigation for All Users job aid for instructions on how to re-order your applications list. Overtime, Workday will re-order your applications list based on which applications and dashboards you use most frequently.

Access the Financials Hub

  1. Click the Global Navigation Menu button in the top-left corner of your screen.

    The Workday Homepage displays. User clicks the Global Navigation Menu button.
     
  2. From the Global Navigation Menu, select the Financials Hub.

    The Global Navigation menu displays. User clicks the Financials Hub.
     
  3. Under the Financials Hub. The left-hand navigation pane contains all available tabs and suggested links.
  4. Click the expand button next to each tab to view additional sub-tabs and access tasks, reports, and links.

    The Financials Hub navigation pane displays. User clicks expand button next to the Statements and Documents tab to reveal the View Statement sub-tab.

Overview Tab

The Financials Hub opens to the Financials Overview tab. Use the arrow buttons to toggle through the different sections available on this page.

The Financials Overview tab displays. User clicks arrow buttons to view different sections available at the top of the page.

You may see the following sections:

  1. Make an Online Payment: Click the Read More link within the Make an Online Payment section, then click Make a Payment. Nelnet’s QuikPay portal will load, once in QuikPay you can make a one-time payment, enroll in a payment plan, or load funds to your OneCard.
  2. Student Holds: Click the Read More link within the Student Holds section, then click My Holds to Review active holds on your student account.
  3. Payment by Wire Transfer: Click the Read More link within the Payment by Wire Transfer section to view Bowdoin College’s Wire Transfer Payment details.
  4. View my Student Refund Payment Elections: Click the Read More link within the View my Student Refund Payment Elections section to view and update payment election preferences for student refunds.
  5. Due Now: View the sum of past and current charges on your student account due before or within 30 days. Credit balances are displayed as 0.00 Due Now. Refer to your Total Account Balance to see credit balances on your account.
  6. Recent Payments: View your most recent payments. To view a complete history of received payments, click View Account Activity.

The Financials Overview page displays. User clicks arrow buttons to view different sections available at the top of the page. The Due Now and Recent Payments sections display at the bottom of the screen.

View Account Activity Tab

The View Account Activity tab provides a transaction summary of all account transactions, including tuition and fee charges, payments, and refunds. This summary includes transactions from all academic periods.

  1. Click the View Account Activity tab.

    The Financials Hub navigation pane displays. User clicks the View Account Activity tab.
     
  2. The Account Summary section displayed at the top of the page provides a snapshot of the Total Account Balance and Due Now Amount.
  3. Click View Statement to see a summarized view of all charges, applied payments, unapplied payments, anticipated payments, and refunds, during a single academic period.

    Account Summary information and View Statement button display. User clicks the View Statement button.
     
  4. Scroll down to view the Transaction Summary table below your Account Summary. This table displays all transactions including charges, payments, refund, and any applicable student aid listed in order of transaction date. The most recent transaction will be listed at the top. Each transaction lists the academic period, transaction date, due date, description, and amount.

    User clicks the Transaction Summary tab. The Transaction Summary table displays.

    Note: You can sort and/or filter each column by selecting the column header.
     
  5. Click the Due Now Details tab. This tab displays a summary of your Past Due Charges, Current Due Charges, Anticipated Payments, and Unapplied Payments.
    • Past Due Charges: Charges that haven’t been paid yet and were due in the past.
    • Current Due Charges: Charges that are due within the next 30 days.
    • Anticipated Payments: Student aid payments that haven’t disbursed to your account and future payment plan installments established in QuikPay.
    • Unapplied Payments: Any payments or student aid that is not applied to academic period charges. Unapplied payments can be applied to future semester charges or could possibly be requested as a refund by contacting the Bursar’s Office.

      User clicks the Due Now Details tab. The Due Now Details information displays.
       
  6. Click a blue dollar amount link to learn more about your charges or payments.

    Past Due Charges, Current Due Charges, Anticipated Payments, and Unapplied Payments amounts display. User clicks Past Due Charges blue dollar amount link.
     
  7. Drag the expand button in the bottom left corner of the screen to extend the table to get a better view of the details.

    Past Due Charges summary table displays detailing information about all past due charges. User drags expand button in the bottom left corner of the screen to extend the table to full screen.

Statements and Documents Tab

The Statements and Documents tab provides a quick link to View Statement, providing a summary of all charges, applied payments, unapplied payments, anticipated payments, and refunds during a single academic period.

  1. Click the Statements and Documents tab.

    The Financials Hub navigation pane displays. User clicks the Statements and Documents tab and then clicks View Statement sub-tab.
     
  2. Click View Statement, then select an Academic Period.

    View Statement task displays. User selects 2024 Fall Semester in the Academic Period field.
     
  3. Click OK.

    User clicks Ok button.
     
  4. The Statement will load, detailing an overview of all charges, applied payments, unapplied payments, anticipated payments, and refunds, for the selected academic period.

    2024 Fall Semester statement displays.
     
  5. To generate a PDF copy of your statement to view and download, click Generate PDF.

    Customer clicks Generate PDF button.
    • A message is displayed notifying you the request is being processed and to navigate to your Notifications to access it. Click Done.

      Print Student Statement confirmation screen displays. User clicks OK button.
       
    • Click your Notifications bell in the upper right corner of the screen.

      User clicks Notification bell.
       
    • Select the notification labeled Document Available. The statement is available to view and download in PDF format. Select the PDF hyperlink to open the document.

      Notifications box displays. User selects Document Available notification and clicks the PDF hyperlink to open the document.
       
  6. To view a different statement, click View a Different Statement button.

    2024 Fall Semester statement displays. User clicks View a Different Statement button.
    • Select an Academic Period and click OK.

      View Statement task displays. User selects 2025 Spring Semester in Academic Period field and then clicks the OK button.
       
    • A different statement will display.

      2025 Spring Semester statement displays.
       

Suggested Links Tab

The following links for students are available under the Suggested Links tab:

  1. Bursar Website: Click this link to navigate to Bowdoin College’s Bursar's Office website.
  2. Payment Options: Click this link to navigate to payment options listed on the Bursar's Office website.
  3. Payment Plan information: Click this link to navigate to Bowdoin College’s MyCollegePaymentPlan site and view payment plan information and enrollment dates.
  4. Bursar Policies: Click this link to view Bowdoin College’s Bursar’s Office policies.
  5. Waive Health Insurance: Click this link to submit a health insurance waiver.
  6. Tuition Refund Insurance: Click this link to learn more about Tuition Insurance and get a quote.
  7. Grant Third Party Access: Click this link to navigate to information and instructions on how to give permissions to a Third Party user.

User clicks expand button next to the Suggested Links tab. All Suggested Links display.

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