In December, UCPath will change the chartfield order displayed on several pages, including Direct Retro and Funding Entry inquiry and data entry screens.
The UC Office of the President (UCOP) recently established a new systemwide Common Chart of Accounts (CCOA) for use within all UC systemwide financial applications in order to create a consistent financial reporting structure at the UC systemwide level. As part of this effort, UCPath is updating the chartfield order to allow for the uniform display and entry of chartstrings across all UC locations.
UCSF will continue to maintain our local chart of accounts. Additionally, there will be no changes to the chart of account structure or chartfield order in local UCSF applications (e.g., PeopleSoft Financials, MyReports, HBS).
More about the CCOA change in UCPath
The change in UCPath will be a visual update only to align with the CCOA chartfield order. Chartfield labels will continue to match UCSF’s chart of accounts, only in a different order.
Current UCPath chartfield order: DeptID | Fund | Project | Flexfield | Sub Override | UCSF G/L BU | Alt Acct | Budget Ref | Function
Future UCPath chartfield order: Fund | DeptID | UCSF G/L BU | Project | Function | Flexfield | Sub Override | Alt Acct | Budget Ref
Data interface structures from UCPath to local UCSF systems and data stores will not change.
UCPath users with transactor and inquiry roles will see the new chartfield order beginning on December 12, 2022. Look for additional details in the Controller’s Office Newsletter and via the UCPath-Users listserv.