Account Structure: Chart of Accounts
The structure of account names and numbers used at Stanford to classify and record financial transactions
Step-by-step instructions for chart of account-related tasks:
- Identify Existing Project, Task, Award (PTA)
- Request New PTA
- Updating PTAs:
- Update PTA Roles / Owning Attributes (for single PTA or mass updates)
- Request New (or Change Existing) Expenditure Type or Object Code (for multiple PTAs)