Loading
Get (used To Create, Modify, Or Inactivate Chartfield Values And Descriptions)
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to use or fill out the (USED TO CREATE, MODIFY, OR INACTIVATE CHARTFIELD VALUES AND DESCRIPTIONS) online
This guide provides you with clear and comprehensive instructions on how to fill out the Chartfield Request Form online. Whether you are creating, modifying, or inactivating Chartfield values and descriptions, these steps will help you navigate the process effectively.
Follow the steps to complete the Chartfield request form online.
- Press the ‘Get Form’ button to access the form and open it in your browser.
- Fill in the requestor's name in the designated field, ensuring accurate information.
- Provide the current date in the 'Date' section to document when the request is made.
- Specify the effective date for when the changes should take place in the corresponding field.
- Enter your phone number for contact purposes in the phone section.
- Indicate whether you are creating a new Chartfield account or object in the provided area.
- Complete the fiscal agent information, including their name and CWID (Campus Wide ID).
- Fill out the project or grant start and end dates as necessary.
- Complete all security, reporting distribution, company code, and former fiscal agent sections accurately.
- Provide any new fiscal agent information, including CWID, division, and department number.
- Input the fund group, short description, expenditure purpose, revenue source, and account purpose in the relevant fields.
- Add a long description, sequence number, report execution details, report division, and report department as necessary.
- If you are modifying Chartfield, indicate the change details for the fiscal agent and description.
- Obtain necessary approvals by having the fiscal agent, their supervisor, and the budget office sign the form.
- Once all fields are filled, save your changes or download, print, or share the form as needed.
Complete your Chartfield request form online today!
The chart of accounts in PeopleSoft is a complete listing of all accounts used to categorize financial transactions. It provides the framework for financial reporting and analysis, ensuring clarity and organization. This foundational structure is crucial, as it is used to create, modify, or inactivate ChartField values and descriptions, meeting your organization's financial tracking needs.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.