Get the free Chartfield Spread / Source Change Form - ouhsc
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This form is used to submit changes related to Chartfield spreads and sources for employee payroll distribution. It must accompany relevant OU-5050A and OU-5009A forms and includes sections for various
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How to fill out chartfield spread source change
How to fill out Chartfield Spread / Source Change Form
01
Gather all necessary information regarding the chartfields to be changed.
02
Obtain a blank Chartfield Spread / Source Change Form.
03
Fill out the form header with relevant details such as department, date, and purpose of the change.
04
In the chartfield section, provide the current chartfield values that are being changed.
05
Enter the new chartfield values in the designated section.
06
Specify the reason for the change in the comments section.
07
If applicable, have the form reviewed and approved by the necessary departmental authority.
08
Submit the completed form to the finance or accounting department as instructed.
Who needs Chartfield Spread / Source Change Form?
01
Department heads or managers looking to adjust budget allocations.
02
Finance and accounting staff responsible for maintaining accurate records.
03
Any employee needing to update funding sources for projects or expenses.
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People Also Ask about
What is a ChartField spread?
Chartfield Spread. ENTITY. This field is user-defined. Departments can assign a value to identify a person in their department. This value is for reporting purposes.
What does ChartField mean?
A ChartField is a data field that stores accounting information, affects budget and is used for internal and external reporting. All accounting systems consist of codes used to identify transactions and to track financial activity. ChartFields are the codes in myUFL used to identify these financial functions.
What is the ChartField information?
ChartFields identify received and expended funds and insure compliance with the contributor of those funds. This is done with a series of ChartFields called a ChartField combination. When combined correctly, ChartFields identify the impact of a financial transaction.
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What is Chartfield Spread / Source Change Form?
The Chartfield Spread / Source Change Form is a document used to request changes to the chartfield configuration or to update funding sources in financial systems.
Who is required to file Chartfield Spread / Source Change Form?
Individuals or departments that manage financial accounts and need to make updates to chartfields or funding sources are required to file this form.
How to fill out Chartfield Spread / Source Change Form?
To fill out the form, provide the required account details, specify the changes needed, and include any necessary supporting documentation before submitting it to the designated financial authority.
What is the purpose of Chartfield Spread / Source Change Form?
The purpose of the form is to facilitate accurate and timely updates to financial data, ensuring that funding sources and account allocations are correctly represented in the financial system.
What information must be reported on Chartfield Spread / Source Change Form?
The form must report information such as the account number, chartfield values, description of the requested change, and any justifications or supporting details for the changes.
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