Human Resource Services
ChartFields
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General Accounting Office
352.392.1326 | web site
This information is designed for use by departmental staff who use ChartFields in daily department financials, including transactions in myUFL and reporting.
FAQs
To understand the fundamentals of ChartFields at UF, please refer to:
To increase your ChartFields understanding, please refer to:
Web Simulations and Instruction Guides (PDFs)
ChartFields – Finding Account Codes |
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ChartFields – Finding Department Codes |
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ChartFields – Finding Program Codes |
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Finding Project ChartFields – Project Budgets page |
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Finding Project ChartFields – UF Project Cash Based |
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Using myUFL Account Codes |
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Human Resource Account Codes |
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Customizing ChartFields |
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ChartFields for a KK Budget Inquiry |
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Creating & Using SpeedCharts |
Other Helpful Information
- ChartFields Descriptions (PDF)
- Required ChartField by Fund - To find which ChartFields are required by fund
- Account Use by Fund - To find appropriate Account Codes for a fund code
- Program Use by Fund- To find appropriate Program Codes for a fund code
- List of Funds - To view ChartFields in relation to funds, including filtering
- Reports
- To find a list of Business Units go to Enterprise Reporting > Access Reporting > (Public Folders ) > Financial Information > Reference > Business Unit Chartfield
- To view ChartFields used in your department, go to Enterprise Reporting > New Department Reports- Select your college, then select your department
- Open the Excel-formatted report to view the ChartFields used for this month with descriptions
- For funds not covered in these reports, click the other reports on the menu, such as New Sponsored Program Reports, Fund Reports, Residual Overhead Reports, and Construction Overhead Reports
- Looking Up ChartFields in the System
Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Define Values > ChartField Values
- Helpful Web Sites
Finance and Accounting Directives and Procedures - ChartFields
Finance and Accounting Directives and Procedures - Expenditure Policy
IFAS Sponsored Projects
College of Medicine Financial Services
Training
To register for classroom or online courses, click here, log in and click Request Training Enrollment. Search by Course Name or Course Number and select a session that fits your schedule.
Courses Needed for Understanding ChartFields:
It is strongly recommended that anyone in a fiscal role take Basic Accounting and Color of Money classes as soon as possible.
- PRO302 Color of Money: A Guide to How Moneys May Be Spent at UF
- PRO304 Basic Accounting Concepts
Additional Recommended Courses
- PST950 Budget and Commitment Control
- PST130 Departmental Reconciliation
- PRO323 Post-Award Overview
Contact Information
General Accounting
Web site: www.fa.ufl.edu/ga
Phone: 392-1326
Fax: 352 846 0166
E-mail: gahelp@admin.ufl.eduMailing Address:
33 Tigert Hall
PO Box 133202
Gainesville, FL 32611-5500
March 7, 2012 11:08 AM
