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- In the Chart Code field, enter UC.
- In the Account Number field, enter the Org Number followed by 001, 002, etc.
- Example: 7-digit number – 1549001.
- A central office will fill in the 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 drop-down menu.
- In the Account Effective Date field, you can enter a future date.
- If you enter a date in the Expiration Date field, you 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 you are requesting to close the existing account and a continuation account needs to be selected. Selecting this checkbox will not close a new account.
Note title Note In filling any of these fields, use your best judgment. 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 classifies accounts for financial statement purposes.
Info title Info For guidance on choosing a code, review the Accounting Office’s Account Setup page. Higher Education Function Codes 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 can select a bank code or a fund SID from a drop-down list.
- The Department Account Owner Code field is optional. You can 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 you can enter information without having to select it from a drop-down list.
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