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.

 

  • The 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.
Cattle in pastures, with the Uinta Mountains

Segments & Resources

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