Standard COA Documents
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The Lookup and Maintenance submenu on the Main Menu tab offers access to several Chart of Accounts documents that allow users to update reference tables that provide key structure for the tracking and storage of financial data.
COA documents available from the Main Menu, Lookup and Maintenance submenu
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Description |
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Account (ACCT) |
Identifies a pool of funds assigned to a specific university organizational entity for a specific purpose. Global document functionality is available for this document. |
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Account Delegate Model (ADEL/GDLM) |
Identifies a KFS user that is authorized under certain circumstances to take workflow actions on a document in the place of an account's Fiscal Officer. Global and Global Model document functionality are available for this document. |
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Object Code (OBJT) |
Defines classifications that are assigned to transactions to help identify the type of transaction (income, expense, asset, liability, or fund balance). Global document functionality is available for this document. |
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Organization (IRGB) |
Defines units at many different levels within the institution such as department, responsibility center, and campus. |
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Project Code (PROJ) |
Identifies particular transactions that might span multiple accounts. |
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Sub-Account (SACC) |
An optional element of the accounting string that allows you to track financial activity within a particular account at a finer level of detail |
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Sub-Object Code (SOBJ) |
An optional element of the accounting string that allows you to create finer distinctions within a particular object code for a specific account. Global document functionality is available for this document. |
Account