Download this reference for examples of the year-end processes described in Receiving, Booking, and Spending Gift and Endowment Funds.
The Controller's Office Financial/Payroll Codes and Data Lookup tool uses UCSF's Tableau platform.
The Account chartfield classifies transactions by type (assets, liabilities, equity, revenues, expenses) and is shared across UCSF entities for reporting.
Dept ID chartfield is a 6-character alphanumeric value which identifies the organizational unit involved in transaction or responsible for resource.
The Activity Period chartfield is a 2-character alphanumeric value which identifies the activity period for projects with multiple periods.
The Project chartfield is a 7-character alphanumeric value which assists in uniquely identifying and tracking charges to a discrete set of activities, initiatives or projects.
The Chart of Accounts function chartfield tracks higher education classifications and ensures accurate cost coding.
The Flexfield chartfield is an optional value for departmental use designed to track information not captured by other chartfields.
This letter can be used as a confirming statement that UCSF retains tax exempt status as described in the April 2014 letter from the Internal Revenue Service (IRS).
The Chart of Accounts Dept ID Tree is a hierarchical structure that organizes UCSF departments for financial tracking.
