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Get the free CI Chartfield Request Form

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Clear Footprint FormChartField Request Form 1. Select one: AddModifyInactiveReactivate2. Select one Hatfield: Accounted×DeptIDProgramClassProject* If adding a new Fund, you must also fill out the
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How to fill out ci chartfield request form

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How to fill out ci chartfield request form

01
To fill out the CI Chartfield Request Form, follow these steps:
02
Fill in your personal information, such as your name, job title, and contact information.
03
Provide the details of the Chartfield you are requesting, including the effective date, Chartfield type, and Chartfield value.
04
Indicate the purpose of the Chartfield request and provide any additional information or explanation if necessary.
05
If you require any special access or security settings for the Chartfield, specify them in the designated section.
06
Review the completed form for accuracy and completeness.
07
Obtain any required approvals or signatures.
08
Submit the form to the appropriate department or authority for processing.

Who needs ci chartfield request form?

01
The CI Chartfield Request Form is required by individuals or departments who need to request a new Chartfield or modify an existing one in the organization's financial system. This form helps maintain accurate and up-to-date Chartfield information for budgeting, accounting, and tracking purposes.
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CI chartfield request form is a form used to request new chartfields in the Chart of Accounts.
Various departments or individuals within an organization may be required to file CI chartfield request forms, depending on the organization's policies.
The CI chartfield request form typically requires information such as the purpose of the new chartfield, the account to be associated with it, and any additional details or justifications.
The purpose of the CI chartfield request form is to streamline the process of requesting new chartfields and ensure proper documentation and justification for the addition.
Information such as the purpose of the new chartfield, the account to be associated with it, and any additional details or justifications must be reported on the CI chartfield request form.
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