New Fund Request Form

Questions? Contact Accounting and Reporting

Overview

Request a new Fund chartfield to track fund sources with restrictions imposed by governing boards, regulations, or external entities.

The New Fund Request Form (DOCX) must be downloaded and opened Microsoft Word. The form will not function in a browser window. Follow the instructions on the form carefully to ensure your request is correctly submitted!
 

The Fund chartfield is a 4-character alphanumeric value which, in broad terms, identifies the source of money. Fund identifies the source of financial support and demonstrates restrictions imposed by the governing board or in accordance with regulations, restrictions, or limitations imposed by sources outside the institution. It is a required field on revenue, expense, and transfer transactions.

Individual funds beyond the summary level are not established for internal unrestricted purposes. Funds for gifts, endowments and sponsored projects will also be in summary form. The granular related information for the purpose or activity related to each gift or sponsored project is tracked using the Project chartfield.

To request a new Fund chartfield be established when a fund source is needed to track an external restriction imposed by the governing board or in accordance with regulations, restrictions, or limitations imposed by sources outside the institution: Complete the form and submit by email to [email protected].