Get Request Form For General Ledger Account Codes And Cost Centers - Intranet Eastersealsnj

Filling out the Request Form For General Ledger Account Codes And Cost Centers is essential for managing financial transactions accurately within the organization. This guide provides clear, step-by-step instructions to ensure you complete the form efficiently and correctly.

Follow the steps to successfully complete your request form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by circling the desired action: Add, Change, or Inactivate, depending on your specific request. Ensure you choose the appropriate option that reflects your need.
3. Indicate which Service Line (SL), Sub Department (SD), or General Ledger (GL) code you are referring to. Provide the relevant code in the designated space for clarity.
4. If you are requesting a G/L code, specify the type by selecting one of the categories: Revenue, Expense, Asset, or Liability. This classification will help in proper accounting.
5. For Revenue codes, detail the Funding Source by entering the funder's name and type of revenue. This information is vital for tracking the sources of income.
6. Add or change the description related to your request in the provided space. Ensure that your description is clear and informative.
7. State the reason for your request in the designated field. Providing a comprehensive reason will help reviewers understand the necessity of the change.
8. Enter your name and title in the appropriate fields as the requestor. This identifies you as the individual making the request.
9. Sign and date the form in the signature fields for the requestor. This serves as formal confirmation of your request.
10. Once the request is submitted, it will be verified. The authorized personnel will sign and date the form once approved for addition to the Management Information System (MIP).
11. After approval by the Chief Financial Officer (CFO), ensure that their signature and date are also included on the form.
12. The individual responsible for updating the MIP system must sign and date the form upon completing the necessary updates.
13. Make sure to notify the IT, HR, and Payroll departments as indicated at the bottom of the form for proper record-keeping and workflow.
14. Finally, save your changes, download a copy for your records, print if necessary, or share it with relevant stakeholders.

Complete your Request Form For General Ledger Account Codes And Cost Centers online today to ensure efficient financial management.