Chart of Accounts Resources

The resources on this page support the chart of accounts initiative for FY19. The long-term goal of this effort is to improve how we support operations by making the chart of accounts easier to use, ensure the data are accurate and easily reportable across the University, and make certain that the project ledger interacts seamlessly with the general ledger.

Topic Area	Resources
Unit-Division-Organization (U-D-O) Combinations	Valid and Invalid U-D-Os FAQs Webinar Recording Webinar Presentation
Cross Validation Rules (CVR)	Cross Validation Rules Job Aid - Cross Validation Rules FAQs View Webinar Recording Webinar Presentation Job Aids - How to Run Monitoring Reports RU GL 094 Transactions with CVR Violations RU GL 095 GL Balances with CVR Violations RU P2P 009 Open Purchase Orders with CVR Violations RU P2P 010 Requisitions with CVR Violations
Employee Charging Instructions (ECI)	Employee Charging Instructions with Cross Validation Rules Violations FAQs View Webinar Recording Webinar Presentation
Purchase Order (PO) Lines	Purchase Order Lines with New General Ledger Strings Purchase Order Lines with Cross Validation Rules Violations Job Aid - How to Correct Purchase Order Lines FAQs View Webinar Recording Webinar Presentation
Sub-Ledger Accounting Rules (SLA)	View Webinar Recording Webinar Presentation Job Aid - Email for Auto Rejected Journal FAQs
Project Accounting Set Up	Project Master Data File (as of 6/18/18)
Additional COA Resources	COA Initiative Overview Open Forum Recording Open Forum Presentation