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The Chart of Accounts (COA) is a series and combination of codes that translates the University’s business activities into structured financial data. These data are then used for business analysis, financial decision making, and internal & external reporting.

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  • Funds (6 digit): Funding Source

    • Budgeted Funds: xxx002, 30200x, or 121001 are budget funds. The amount of funds that are allocated is renewed at the beginning of each fiscal year based on the budget.

    • Non-Budget (Designated) Funds: These funds are funded through various sources and are set aside for specific purposes. These funds are usually restricted and can only use be used for transactions that qualify.

  • Orgs (4 digit): Cost Centers

  • Accounts (5 digit): Nature of Transaction

    • Revenue (5xxxx)

    • Labor Expense (6xxxx)

    • Expenses (7xxxx)

    • ID Charge (801xx)

    • Transfers (805xx, 808xx)

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*Accounts 8xxxx can only be use for transactions within SPU and should not be used with accounts 5-7xxxx.

  • Activity Code (6 digit): Additional Information used to track types of transactions or events.

  • Index Code: Pre-coded Fund, Organization, Account, Activity Code (FOAA) for maintenance charges (reserved for Facilities use)

  • Detail Code: Pre-coded FOAA for Scholarship, Tuition, Fee and Room & Board Charges (reserved for OUS, SFS and Registrar use)

    • If you need to set up a new Scholarship or Fee Charges that needs to be charged to the students' account, please fill out the detail code form below.

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