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Get Banner Chart Of Accounts Maintenance Request Form 2018-2026
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How to fill out the Banner Chart Of Accounts Maintenance Request Form online
This guide provides clear and concise instructions on completing the Banner Chart Of Accounts Maintenance Request Form online. Follow these steps to ensure your request is accurately submitted for processing.
Follow the steps to complete the form effectively.
- Press the ‘Get Form’ button to access the Banner Chart Of Accounts Maintenance Request Form and open it in your preferred editor.
- Select the request type from the options provided: 'Add,' 'Modify,' or 'Inactivate / Terminate.' This selection informs the processing office of what action you are requesting.
- Indicate the chart element that corresponds to your request. Choose from the options: 'Index,' 'Fund,' 'Organization,' 'Account,' or 'Program.'
- In the 'Name of chart element' field, enter the name of the chart element, ensuring it does not exceed 35 characters.
- If you are modifying, inactivating, or terminating a chart element, provide the chart number in the designated field.
- Fill in the requestor's name, home department name and number, telephone number, and email address to ensure communication channels are open.
- If adding a chart element, answer the three follow-up questions regarding the division the chart element will roll up to, the funding source for the index, and the type of activities involved.
- For modifications, provide a detailed description of what changes are needed and the reason for the modification.
- If you are adding a balance sheet account, answer the questions regarding the account reconciliation responsibilities and frequency.
- Specify the effective date of the addition, modification, or inactivation/termination.
- Obtain necessary approvals from the Chair/Director/Department Head and Vice President/Dean/Designee by providing their signatures and printed names.
- Ensure all information is complete before submitting the form along with any required Index/FOP Access Form to the Controller's Office for processing.
- Once you have filled out the form, save your changes. You can also download, print, or share the form as needed.
Begin completing your Banner Chart Of Accounts Maintenance Request Form online now to ensure your requests are processed promptly.
The chart of accounts should have a short, helpful description next to each account name and account type. Names like "Accounts Receivable," "Credit Card (Operations)," and "Fees Earned" all have the appropriate level of detail.