Finance System Structure
In the Finance System, blocks of information called ChartFields are joined together in various combinations to identify where to record a transaction.
The Account ChartField describes the activity that is being done by identifying the natural classification of the transaction: Asset, Liability, Fund Balance/Net Position, Revenue, Expense, or Transfer.
- Account Quick Reference Card
- Chart of Accounts
- Account Description Abbreviations
- CORE Crosswalk table
The Fund ChartField identifies the source of the money being received and spent.
Organization (Org) Information
The Org ChartField identifies the entity (campus, school, department, etc.) receiving or spending the funds.
- Run the m-Fin Org Tree List report in CU-Data
The Program ChartField tracks the financial impact of a distinct activity within an Org during a budget (fiscal) year.
The Project ChartField tracks the financial impact of a specific sponsored activity within the University and is based upon the period of the project (not the fiscal year).
The SpeedType is an 8-digit shortcut for a FOPPS (Fund+Org+Program or Project+optional Subclass) ChartField combination. The first digit of a SpeedType represents the campus, the second and third digits represent the Fund, and the remaining five digits of the SpeedType are randomly assigned.