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PeopleSoft Financials

chart of accounts

Chart of Accounts will:

  • Utilize PeopleSoft framework to maximize the software's potential.
  • Conform to financial best practices including GAAP, NACUBO, FASB, OMB A-21.
  • Provide comprehensive financial analysis and reporting.
  • Provide flexibility for future growth.

Click on underlined chartfields to see detail values.

Definitions
Dept ID Department or responsibility center
Fund Global classification of funding source
Fund Source Identifies specific sources from operations, sponsors, donors
Program Formal (named) and informal programs
Function Functional purpose and activity
Property Buildings
Account Asset, Liability, Net Asset, Revenue, Expense classifications
Project/Grant Sponsored programs and capital projects
Budget Period Defines valid budget (fiscal) year or period
Statistics Code Non-monetary information on a transaction
Currency Code National currency of transaction


Documents
Definitions
Operating Budget Translate Tree A hierarchy of accounts isting what operating revenue and expense lines are available to use and whether they are available to use at a budget or actual level

For Descriptions of Chartfields

Navigation: Reporting Tools>Query>Query Viewer>Query Names Below

  • BC_GL_ACCOUNT_LISTNG - List of all Accounts
  • BC_GL_DEPTID_LISTING - List of all Dept Ids
  • BC_GL_FUNCTION_LISTING - List of all Functions
  • BC_GL_FUNDCODE_LISTING - List of all Fund Codes
  • BC_GL_FUND_SOURCE_LIST - List of all Fund Sources
  • BC_GL_PROGRAM_LISTING - List of all Programs
  • BC_GL_PROPERTY_LISTING - List of all Properties