Account string instructions A plain-language guide to using account strings, which are necessary for recording expenses and revenue such as filling out expense reimbursement requests, charging an invoice to a department budget, etc.
Frequently used Account codes A list of the most common account codes, i.e., the "line item" codes for things like Supplies, Airfare, Conference/Seminar Fees, etc.
Accounting Adjustments aka Journal Entries
Journal Entry Request template.xlsx This is the form you'll need to complete to request an accounting adjustment.
Accounting Adjustment Instructions A guide for non-Finance employees on how to request that an expense or revenue be moved to a different account string. Did something get coded incorrectly, or a decision was made to move an expense or revenue item to a different department budget, to/from a restricted fund, or add an activity code? These instructions will guide you through the process