Chart of Accounts

The Chart of Accounts represents the structure through which financial transaction data is organized and reported. UW’s Chart of Accounts structure consists of eight General Ledger Segments with the ninth not currently used.

• Guide Book – Describes the segments and provides instructions of their use

• Segment Values and Descriptions - Spreadsheet versions of the Chart of Accounts are also available on the Reporting Table of Contents within WyoCloud.

  • Segment 1: Entity

  • Segment 2: Natural Account

  • Segment 3: Fund Class

  • Segment 4: Fund Source

    • Inactive Fund Source

  • Segment 5: Organization

    • Changes by Fiscal Year

 How to request a change for the next fiscal year - Process

• • Segment 6: Expense Classification

  • Segment 7: Program

  • Segment 8: Activity

   How to request a change for program and activity codes - Process

• • Segment 9: Future – not currently used

• Segments 10 to 13: POET Project, Organization, Expenditure Type, Task – Expenditures on grant awards/projects are coded using four segment values

• Natural Account Crosswalks

  • Requisition Categories

  • Expense Types to Project Expenditure Types

    • Corporate Card Fraudulent Charge

    • Moving Allowance Process

• Natural Accounts Expenditure Classification Rollups – Per University Regulations 7-1, University’s Operating Budget: six expenditure classifications are defined for budgeting purposes

• Cost Center Approvers – Includes high dollar approval hierarchy

  • Resources