On July 1, 2023, UCSF implemented changes to PeopleSoft Financials to comply with the UC Office of the President’s new Common Chart of Accounts (CCOA). Although the structure of our UCSF chart of accounts has not changed, the Accounting & Reporting team has modified accounting rules in order to correctly report financial activity to UCOP in a way that conforms to the new CCOA.
The Combo Edit Rules reference guide on the Controller’s Office website now reflects these changes. Financial administrators responsible for preparing and approving journals, establishing SpeedTypes, and determining how to record expenses in the General Ledger should review the changes shared in June and update local accounting procedures accordingly. All changes are in effect as of July 1, 2023.
Departments may resume submitting chartfield requests for Fiscal Year 2023-24. If you have questions or need assistance recording financial transactions, contact the Controller’s Office Accounting and Reporting team.