THE FINANCE APP GUIDE
The Finances worklet is where you will find tasks related to your Billing and Financial Aid.
Table of Contents
● Make a Payment or Set Up a Payment Plan
Enrolling in the Tuition Installment Plan (TIP)
FINANCIAL AID GUIDE IN WORKDAY
View and Complete Missing Action Items
STUDENT BILLING IN WORKDAY
ACCOUNT ACTIVITY GLOSSARY:
- Due Now -Your balance after any applied & anticipated payments.
- Total Account Balance - Your balance not including any anticipated payments.
- Applied Payments -
- Include:
- Payments already made
- Credit from a previous term
- Disbursed Financial Aid
- Anticipated Payments -
- Include:
- Pending/ Undisbursed Financial Aid
- Remaining/ Unpaid Balance of Tuition Installment Plan
Example Image:
MY ACCOUNT
View Account Activity
- View Total Account Balance
- Make A Payment
- View Statement
- View Transaction
- View Due Now Details
View Statement
- Generate a PDF of your bill
- View Charges, Applied Payments, Anticipated Payments, Refunds and Courses
Meal Plan Selection
- View Housing Status
- Select Meal Plan Option
Set Up Payment Elections
- If you want to receive your Student Financial Refund via direct deposit, add and update your Student Refund Payment Election here.
Make a Payment or Set Up a Payment Plan
- One-time payment
- Your first step in enrolling in a tuition installment plan.
Print My 1098-T
- Generate a PDF copy of your 1098-T.
- You will get a Workday notification when the PDF is ready to be downloaded.
View My 1098-T
- View the various 1098-T values
- Click the Print 1098-T button to generate a PDF. You will get a Workday notification when the PDF is ready to be downloaded.
Making A Payment
Log in to Workday. Select Finances Worklet.
Click Make a Payment.
In the Payment Description Field, select E-Check Payment.
Payment Type will auto-populate. Verify the Payment Amount and select ok.
Confirm the Payment and select ok.
In the Payment Method section, enter the account information (including checking or saving account and routing number) and select next.
IMPORTANT NOTE- We do NOT accept debit or credit cards. This must be a checking or savings account that can process an ACH payment.
Review and Confirm. Enter an email address and click Submit Payment.
Enrolling in the Tuition Installment Plan (TIP)
See instructions here.
FINANCIAL AID GUIDE IN WORKDAY
View and Complete Missing Action Items
- Log into Workday: https://workday.pointloma.edu
- Select Finances from the menu at the top left.
- Find My Financial Aid Action Items and select Show Steps to view outstanding actions. Then, click Go to Inbox to complete the process.
The Notifications will also display on the Inbox icon when action items are needed; click the icon to go to the inbox.
- Select the Action Item from the left and follow the instructions on the right to complete it online or upload the needed document.
View Completed Action Items
- Select Finances from the menu at the top left.
- Under the My Financial Aid Action Items, select “Show Steps” to see needed or completed actions; completed items are also archived through the Inbox.
View Your Aid
- Select Finances from the menu at the top left.
- Under My Financial Aid, click on View Financial Aid.
- Select the school and desired Award Year (i.e., 2024-2025 for the Fall of 2024 and Spring of 2025) and click the OK button.
- Scroll down to view Aid by semester.
- To accept, reduce, or decline the aid offered, click the “Accept/Decline Awards” button.
- Click into the Decision column to make a selection and click the OK button.
- If you wish to accept a reduced amount, select Accept, type in the Accepted Amount, and click the OK button.
Accept/Decline Your Aid
- Select Finances from the menu at the top left.
- Under “My Financial Aid,” click on Accept/Decline Awards.
- Select the school and desired Award Year (i.e., 2022-2023 for the Fall of 2022 and Spring of 2023) and click the OK button.
- Click into the Decision column to make a selection and click the OK button.
- If you wish to accept a reduced amount, select Accept, type in the Accepted Amount, and click the OK button.
Generate Your Aid Offer
- Once logged into Workday, select Finances from the menu at the top left.
- Under “My Financial Aid,” click on View Financial Aid.
- Select the school and desired Award Year (i.e., 2022-2023 for the Fall of 2022 and Spring of 2023) and click the OK button.
- Click the Print Award Letter button and then the DONE button.
- Click the Notification icon to view the PDF.
- Find the Document from the list on the left and click the link for the PDF on the right.