Request for Add, Change or Deactivate Chart String Segment Values for HR/Financial Unit, Account, Program, GL only Project, Physical Location, Sub-activity.
Requests for PPM Projects should utilize the PPM request:
Requests for Fund Chart String Segment value should utilize the Chart of Account FUND ONLY Request.
Staff and Faculty with an active UC Merced net ID may submit the request.
The request will be reviewed by Accounting to determine appropriate numerical value and description, and hierarchy in the Chart of Accounts. Submitters are required to provide adequate supporting documentation and approvals[KM1] . All requests are subject to COA governance [KM2] review and approval.
COA governance consists of the following units:
- General Accounting
- Project Portfolio Financial Management (PPFM)
- Budget Office
- Financial Systems Support (FSS)
- Procurement
- Travel & Expense
- Treasury & Banking
- Student Business Services (SBS)
The requests will be processed within 7-10 in business days.
Support for this service is provided during standard operating hours: 8:00 a.m.-5:00p.m., Monday through Friday.
If you no longer want to proceed with the ticket requested, request the ticket be closed in the comment section. Include a brief explanation for future references.