Get the free CI Chartfield Request Form - csuci.edu

Hatfield Request Form. 1. Select one: Add Modify Inactive Reactivate. 2. Select one Hatfield: Account Project Fund* Dept ID Program Class.

How to fill out ci chartfield request form

How to Fill Out CI Chartfield Request Form:

1. Start by downloading the CI Chartfield Request Form from the designated website or request it from the appropriate department.
2. Begin by providing your personal information, including your name, contact details, and department or organization you belong to.
3. Specify the purpose of your request by selecting the relevant category or describing it in the provided space.
4. Indicate if your request is for a new Chartfield or if it involves changes to an existing one.
5. Complete the required sections for the Chartfield details, such as the Chartfield code, description, and the department or project it will be associated with.
6. If you need additional Chartfield lines, indicate the number required and provide the corresponding details for each line.
7. Review the completed form to ensure all information is accurate and complete.
8. Obtain the necessary approvals and signatures from your supervisor or designated authority within your department or organization.
9. Submit the filled-out CI Chartfield Request Form through the designated submission method or deliver it to the appropriate department or office.
10. Keep a copy of the form for your records.

Who Needs CI Chartfield Request Form:

1. Employees: Any employee who requires a new Chartfield or modifications to an existing one for financial transactions or tracking purposes would need to fill out the CI Chartfield Request Form.
2. Departments or Organizations: When a department or organization within a company or institution needs to establish or modify Chartfields for the allocation of resources, the CI Chartfield Request Form is necessary.
3. Financial Administrators: Financial administrators responsible for managing budgets and expenses often require employees or departments to complete the CI Chartfield Request Form to ensure accurate financial tracking and reporting.

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What is ci chartfield request form?

The ci chartfield request form is a document used to request a new chartfield string in the Chart of Accounts for Cost and Income to track financial activities.

Who is required to file ci chartfield request form?

Any department or individual within the organization who needs a new chartfield string in the Chart of Accounts for Cost and Income must file the ci chartfield request form.

How to fill out ci chartfield request form?

To fill out the ci chartfield request form, one must provide information such as the purpose of the new chartfield string, the account segment details, and any additional notes or justifications.

What is the purpose of ci chartfield request form?

The purpose of the ci chartfield request form is to ensure proper tracking and reporting of financial activities by creating specific chartfield strings in the Chart of Accounts for Cost and Income.

What information must be reported on ci chartfield request form?

The ci chartfield request form must include details such as the purpose of the new chartfield string, the desired account segment values, and any justifications or additional notes.