Get the free ChartField Request Form - cuny
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This form is used to request the addition, modification, or inactivation of ChartFields within a specified system, detailing descriptions, values, and relevant administrative approvals.
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How to fill out chartfield request form
How to fill out ChartField Request Form
01
Obtain a copy of the ChartField Request Form from the appropriate administrative office or download from the website.
02
Fill out the required fields, including your contact information, department, and specific ChartField information requested.
03
Provide a detailed explanation of the reason for the request in the designated section of the form.
04
Attach any supporting documentation that may be necessary to process your request.
05
Review the form for accuracy and completeness before submission.
06
Submit the form to the designated approval authority for processing.
Who needs ChartField Request Form?
01
Departmental staff responsible for budget management.
02
Financial managers requiring new ChartFields for tracking purposes.
03
Personnel involved in accounting and financial reporting.
04
Anyone needing to manage financial transactions effectively within the organizational system.
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What is ChartField Request Form?
The ChartField Request Form is a document used to create or modify ChartFields in an accounting system, which are essential for categorizing and tracking financial transactions.
Who is required to file ChartField Request Form?
Individuals or departments responsible for managing financial data, accounting, or budgets within an organization are typically required to file the ChartField Request Form.
How to fill out ChartField Request Form?
To fill out the ChartField Request Form, provide accurate details such as the type of request (create or modify), ChartField names, codes, and any relevant descriptions, then submit it to the designated approver.
What is the purpose of ChartField Request Form?
The purpose of the ChartField Request Form is to ensure proper documentation and approval for changes in financial categorization, which helps maintain the integrity and accuracy of financial records.
What information must be reported on ChartField Request Form?
The information required on the ChartField Request Form typically includes the ChartField type, ChartField name, purpose, related account details, and the signatures of the requester and approver.
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