PPT-Chartfield

Foundations FundDeep Dive This is a 5unit module that explores the new ConnectCarolina chartfield structure Note this presentation is designed for ConnectCarolina users in SPH only as it is customized for SPHspecific . Chart of Accounts. Ten chartfields (or segments). Records the financial effect of each transaction. Provides flexibility to allow for internal and external financial reporting. Specific combination of chartfields brings meaning to transaction. Treasury Management. Finance and Accounting. Cash Expense Refunds are:. . Cash . Expense Refunds. Cash expense refunds ALWAYS relate to an expense paid for by UF. Expense . refunds must be returned to the ChartField of . To split funding on a requisition, in PeopleSoft this should be done after all line items have been created. . Unfortunately, the . system does not allow for multiple accounts to be used in the beginning, this is based on the fact that the system . Chartfields. and OTPS Reports. Agenda. Chartfields. OTPS Reports. Questions. Chartfields. Chartfields. enable us to segregate and organize transactional and budget data. There are 8 . chartfields. used in . ConnectCarolina User Group. March 20, 2015. Agenda . Topic. Presenter. Time. Welcome. Becky. Arnold or Janet Kelly-Scholle. 5 minutes. Budget Balances. – Why They Go Up and Down during the Month. PeopleSoft Integration Quick Reference Guide. Project ENCORE. June 8, 2015. Statewide Programs . Statewide Programs. Page . 3. FY-2016 Budget . Work Program . will be submitted in total by Statewide Program, where applicable. Fund . Codes . Chartfield Combinations. Commitment Control. Account rollup tree. FMS Overview (UPK). Chart of Account (UPK). Expense Transfer form. Budget Transfer form. FRS Screen 19. Actuals vs Budgets Report. Funding . Swaps. ConnectCarolina. Ground Rules. Know how to use the funding grid. Be . familiar with funding information on . ePAR. . forms. Be familiar with . chartfield rules, combo-edit and budget . October 6, 2009. Objectives. Understand what is a Cost Center.. Fully define Chartfield. . Value.. Understanding the various components that make up a. . cost center.. Know how to create the right cost center.. 5-unit . module that explores the new . ConnectCarolina. . chartfield. structure. .. Note: this presentation is designed for . ConnectCarolina. users in SPH only as it is customized for SPH-specific . Today’s Webinar. Webinar format. Presentation, followed by Q&A. Use the chat window to type your questions. We will answer them in the order they were received during the Q&A segment. The webinar recording will be posted on ccinfo.unc.edu. Funding . Swaps. ConnectCarolina. Ground Rules. Know how to use the funding grid. Be . familiar with funding information on . ePAR. . forms. Be familiar with . chartfield rules, combo-edit and budget . How we code accounting transactions. Operating Unit. 3. Identifies . a USF campus. TPA Tampa. STP St. Petersburg. SAR Sarasota. HSC USF Health. FIO Florida Institute of Oceanography. UNV University wide operating unit (for central use only). Chartfields. An individual field representing a portion of the accounting structure.. Each field captures a different element of information regarding the transaction (e.g., who, what, where, why).. Chartstring.