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• In the ‘Chart Code’ field, enter UC.  
• In the ‘Account Number’, enter the Org Number, followed by  001, 002, etc. 
  • For example, you might enter the 7-digit number, 1549001. 
  • A central office will fill in final account number later. 
• In the ‘Account Name’ field, enter a new title for the account. 
• In the ‘Organization Code’ field, enter a 4-digit KFS department number. 
• Select the appropriate ‘Campus Code’ from the dropdown menu. Image RemovedCode’ from the dropdown menu.
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• In the ‘Account Effective Date’ field, you can enter a future date.
• If you enter a date in the ‘Expiration Date’ field, then you will also need to enter a continuation account in the Account Responsibility tab.  
• The account’s postal code, city name, and state code can all be changed as needed.  
• In the ‘Account Street Address’ field, enter the Unit Number.  

• If the Closed? checkbox  is checked, it indicates that (1) you are requesting to close the existing account and (2) a continuation account needs to be selected. Selecting this checkbox would not close a new account.
  
  

  Note
  title Note
  In filling any of these fields, use your best judgement. The Chart Manager can change or correct the fields if needed.   You can select N/A whenever it is appropriate to do so.

  
  

• The ‘Account Type Code’ further identifies the classification of the account.  
• The ‘Sub-Fund Group Code’ identifies the type of funding for the account.  

• The ‘Higher Ed Function Code’ is used for classifying accounts for financial statement purposes.
  

  Info
  title Info
  For guidance on choosing a code, review the Accounting Office’s Account Setup page.

  
  

• The ‘Account Restricted’ field is used for identifying restricted, temporarily restricted, and unrestricted accounts.
  
  
  
• UConn Custom Extended Attributes 
  • The ‘Bank Code’ and ‘Fund SID’ fields are required. You will be able to select a bank code or a fund SID from a drop-down list.  
  • The ‘Department Account Owner Code’ field is optional. You will be able to select the appropriate department account owner code or type code from a drop-down list.  
  • The ‘Department Ref 1’ and “Department Ref 2” fields are optional. This field is free-form, which means that it enables you enter information without having to select it from a dropdown list. 
    

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The Account Description Tab provides information on campus location. Each building is identified by the Building Campus Code and a Building Code.  This tab is only required for construction project accounts.  
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