Accounting in Oracle

 

Tools

Check Your Level of Oracle Access

Mapping the Chart of Accounts (CoA)

Overview of CoA and Chart String Segments (PDF)

Expenditure Allowability Grid (SSO Required) 

Oracle Cross Validation Rule Sets (SSO Required) - Updated May 2026

Sub-ledger, General Ledger Closing Dates

Here are the closing dates for the General Ledger and Sub-ledger for each period in Fiscal Year 25-26. This chart will be updated as the fiscal year progresses.

FY26_Period End Close Schedule_FINAL.xlsx

Videos/Guides: Accounts Payable Invoice Training

Video: Accounts Receivable Overview

Guides: Accounting

Videos/Guides: SmartView Basics

Oracle Smart View is an Excel-based analysis tool that allows ad hoc reporting on budgeting data. It allows drag and drop, drill-down and pivoting options to manipulate data. Smart View reports can be saved offline and refreshed with the latest, real-time budgeting data from UCMPLAN.

Windows Users

Users with a Windows operating system can install SmartView by following the SmartView Installation Instructions

Mac Users

Mac users can install SmartView using one of the following two methods:

UC Learning Center Training

General Navigation (Fpur videos, 15 min. each: Overview, General Navigation, Run a Report, Perform an Inquiry)

CoA Entry Basics (video, 15 mins.)

Guides: General