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 - Updated as of 4/6/2023
The Fund ChartField identifies the source of the money being received and spent.
- Expanded Fund Descriptions - Updated August 2021
- Fund Transfer Rules - Updated May 2021
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.