Overview
Submit the New Account Request Form to create or update accounts.
UCSF is transitioning to a new Chart of Accounts as part of the Project One Oracle Cloud ERP implementation. Learn about the new COA structure and restrictions on interim changes to current chartfield values during the transition period.
Download the New Account Request Form (DOCX) to request a new Account or a change to an existing Account Description (re-purposing old account numbers).
- Account requests must be coordinated with your Control Point.
- Only Control Points may submit the new Account Request Form to Accounting & Reporting for review.
- Submit a request to create or change only one Account per form.
The Accounting & Reporting team will facilitate the approval process with the required individuals (for example, to be reviewed by Contracts & Grants Accounting for F&A inclusion). New Accounts will be approved on a case-by-case basis. You will be notified when the new Account has been created or if there are any questions.
If you have any questions, please contact General Accounting & Reporting.