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Chart of Accounts/ChartField Maintenance

Chart of Accounts (COA)

Understand Chart of Accounts, ChartFields and Chartstrings

Find an Existing Chart String or ChartField Value

Before requesting a new ChartField, determine if a Chart String or ChartField value already exists

Authorize a Submitter to Request ChartField Changes

Each school or unit must identify a Submitter who will be pre-registered to submit ChartField maintenance requests to the Controller’s Office

Request a New Chart String or ChartField Value

Use the ChartField Request Form to requests for new DeptIDs, Projects (non-grant), Programs or Accounts

Inactivate a Chart String or ChartField Value

Submit a request to inactivate a Chart String of ChartField value and provide the effective date and reason