This reference is provided to outline the definitions of, and differences between, commonly used Gift Administration terminology.
The Fund chartfield is a 4-character alphanumeric value used to identify the source, restrictions, and purpose of financial transactions at UCSF.
This guide displays recommended reports for various financial activities by role, and is provided to help you choose the report(s) to use in your day-to-day business.
This reference explains how to interpret the Plan and Forecast Data in the MyReports Plan and Forecast columns.
Download this PDF quick reference guide explaining the MyReports Compensation Types.
A Sample Notification of Award Termination informs recipients of discontinued funding, detailing reasons, date, obligations, and reporting instructions.
The Chart of Accounts Fund Tree is a hierarchical framework that categorizes funds by source, purpose, and restrictions for accurate reporting.
The Chart of Accounts Account Tree groups accounts by type (assets, liabilities, revenues, expenses) for precise financial tracking and reporting.
What Function Should I Use for My Activity?
This guide provides UCSF policies for managing foreign currency risks in sponsored research awards, including payment terms and budget options.
