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 maintains a list of Unit Alpha Codes. These codes are two-characters, specific to campus units. Their purpose is to promote uniformity when creating Activity Codes and when entering TOF document references in FIS and BSL journals in FMW. Questions about Unit Alpha Codes and requests for new codes or any other changes to this list should be directed to coa-bap-group@ucsc.edu.
- (PDF) Unit Alpha Codes
- UCOP provides a repository of account, fund, title and attribute information for reporting services
Changes
To request changes, please complete the following form and obtain the appropriate approvals, then return the form via email to coa-bap-group@ucsc.edu. We are unable to receive requests sent through DocuSign.
- (PDF) Request for Additions and Changes to Chart of Accounts Form
- (Excel) Request for Additions and Changes to Chart of Accounts Form
Example forms:
Return to coa-bap-group@ucsc.edu.
If you would like assistance in making changes to your organizational hierarchy, please contact coa-bap-group@ucsc.edu.
