Chartfield Account Setup

In order to charge the costs of a project appropriately, an account—known as a chartfield—must be established in the university’s financial tracking system. OIE’s Grants and Contracts Assistants (G&CAs) set up the accounts and notify the PI, department and responsible financial personnel of the appropriate tracking numbers. Each chartfield includes at least one “speedtype” or abbreviated tracking number to be used by department financial personnel when charging expenses to an account.

If work is to be performed by an external party (e.g., a subrecipient), a purchasing contract may also be set up, and any purchase orders to that third party will be issued against the purchasing contract.

Questions?

Have questions about account setup? Contact your G&CA.

OIE staff are happy to answer any questions you may have concerning any process, form, document or policy. You may contact us by email or by phone at 502-852-7253.