Request to Add, Change or Deactivate the Fund chart string segment value and/or attribute.
Requests for Change Fund are limited to departments dealing with new Fund values, and UCOP mandates.
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 . All requests are subject to COA governance 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.