Chart of Accounts

Definition

The FIS Banner Chart of Accounts (COA) is the list of codes used for classifying, recording, and reporting financial information. A detailed description of the Chart of Accounts is available in the UCSC FIS Training Manual: Chart of Accounts.

The campus organization codes (i.e., "orgs") are maintained by the Budget Office.

Chart of Accounts

Complete Chart of Accounts tables available from several sources:

• InfoView, the UCSC Campus Data Warehouse has complete Chart of Accounts Corporate Reports for viewing or downloading. To see a report sample from this source, click on the following links:
  
  • (PDF) Organization Code Hierarchy
  • (PDF) Fund Code Hierarchy
  • (PDF) Account Code Hierarchy
• The Budget Office also provides an additional list of Unit Alpha Codes:
  • (PDF) Unit Alpha Codes
• UCOP provides a repository of account, fund, title and attribute information for reporting services
  • Corporate Account Fund Profile (CAF)

Changes

To request changes, please complete the following form and obtain the appropriate approvals.

• (PDF) Request for Additions and Changes to Chart of Accounts Form
• (Excel) Request for Additions and Changes to Chart of Accounts Form

Return to Hannah Vanderlinden (Mail Stop: Chancellor's Office).

If you would like assistance in making changes to your organizational hierarchy, please contact Hannah Vanderlinden.