Human Resource Services
ChartFields
|
|
|
|
|
|
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
LAUNCH SIMULATIONS
(Not working? Click here.)
NOTE: After launching the player, you may explore following topics:
- Finding ChartFields in myUFL
- Finding Account Codes
- Finding Department IDs
- Finding Program Codes - Finding ChartFields for Grants
- Finding Project ChartFields
Instruction Guides
- Using myUFL Account Codes Updated 11 June 2008
- Customizing ChartFields Updated 26 March 2008
- Creating and Using SpeedCharts Updated 22 April 2008
- ChartFields for a KK Budget Inquiry Updated 19 June 2007
- Human Resource Account Codes Updated 26 June 2008
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 > Financial Information > Finance Reference > ChartField Tables > Business Unit
- 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
Setup Financials/Supply Chain > Common Definitions > Define Values > ChartField Values, then click the link to the ChartField you need
- 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
Purchasing's Asset Category/Account Combination Errors
Classroom Training
To register for classes, 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.
Additional Recommended Courses
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
September 22, 2008 8:35 AM
