Account Document Help
Important: Account Delegates are not established on the Account document. When setting up a new account, don't forget to set up one or more delegates on one of the Account Delegate documents. This will ensure that any documents citing the account can be approved by someone other than the fiscal officer if the fiscal officer is unavailable.
Online Help
Process Guides
- How To Create An Account
- How To Create An Agency Account (Word)
- How to Create an Extramural (Contract & Grants) Account
- How to Create and Manage a University-Related Account
- How To Expire An Account
- Setting Up Accounts for Rate-Based Self-Supporting Activities (Sub Fund Group Codes: SSEDAC, SERENT, OSSSO)
- Setting Up Accounts for Non-Rate-Based Self-Supporting Activities
- Using Bulk Copy Functionality for Sub-Accounts and Sub-Objects
Additional Resources
- Continuation Accounts
- Fringe Benefit Indicator
- Understanding UC Locations, Accounts, Funds, and System Administrative Unit (SAU) Codes
- Understanding the A-21 Code
- A-21 Coding Quick Reference Table (Excel)
- Award End Date
- Tips and Tricks
- Decision Support: Account Lookup (11)
- Decision Support: Contracts and Grants Account Lookup (198)
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