Forms
Request a ChartField addition, change or inactivation for University and Auxiliaries. Additional instructions included on request form.
The Inter-Unit journal request form is used to process a journal between two separate Business Units (SOCMP, SOASI, SOSSE, or SOFDN).
The Excel template is used to submit a journal reclass to General Accounting for University and Auxiliaries. The second tab of the excel workbook contains a chart of accounts listing of revenue and expense accounts.
Agreement for establishment or continuation of a University Donor or Non-Donor Trust Fund. Instructions located on PDF form.
Agreement for establishment or continuation of a University RT-Fund (Includes Course Fee or User Fee). Instructions located on the PDF form. Please note, any course or user fee changes that impact RT-fund fees are required to be submitted to Financial Services ten business days before the start of registration to ensure timely processing.
Policies
Procedures
Definition of commonly used chartfields used in the Common Financial System and the Data Warehouse.
Journal reclass instructions to navigate the Journal Reclass Form.
A list of moving and relocation general ledger accounts.