Chart of Accounts (COA)
The Chart of Accounts is the backbone of the financial system. All of the University's accounts are listed in the general ledger by reference or account number to track and report on accounts. To learn the ChartField string for your area, please contact your department accountant.
Current Chart of Accounts manual
The current COA manual is a series of web pages available here.
Why is the format changing to HTML web pages? There were a number of reasons. Among them: units were printing paper copies of the book and not updating their printed copies as changes were made; staff commented that web presentation was desired; ease of update and maintenance.
Some historic COA manuals can be found on Training Services' website with the COA training materials.
Changes and Updates
Need a new ChartField value or want to suggest a change to a current value?
Suggestion for changes to Fund, Function, and Account codes are accepted throughout the year by a committee of University community members and central business process owners. Send items to firstname.lastname@example.org for routing to this group. This team reviews requests and typically makes significant updates once per year.
New DeptID requests or requests for changes are reviewed by the Budget Office. These requests are considered throughout the year. Each college or administrative unit has individuals with access to the BPEL tool to complete requests for these values.
Requests for new Program codes, ChartField 1, ChartField 2, or ChartField 3 (FinEmplID) values are accepted throughout the year. Each college or administrative unit has individuals with access to the BPEL tool to complete requests for these values.
Project values are created and updated by Sponsored Projects Administration (SPA) for sponsored projects. Facilities Management also uses Project values and creates or updates codes for activities in that area.
If you have questions, contact the University Financial Helpline.