Accounting System Information
How do I amend an existing gift agreement?
Changes to endowments for which the donor is no longer available (i.e. deceased) must be made under UPMIFA guidelines. Please...
How do I modify a Foundation or University Endowment Fund project/fund?
All changes to existing Foundation or University Endowment Fund projects should be requested via the Chartfield Request System (accessible through...
How do I set up an upper 3 project?
To set up an upper 3 trust fund project (35XXXX – 399999), please contact Ginger Burks Draughon, Office of Cost...
What is the Chartfield Request System?
The Chartfield Request System allows you to create and submit an electronic request from within the Financial System and have...
What type of funds are 3xxxxx projects?
It depends on the specific Project ID. Projects in the 3xxxxx series are subdivided into two major types of funding...
Where can I find instructions for how to use the Chartfield Request System?
The Chartfield Request System training and the Chartfield Structure Overview may be useful in navigating the Chartfield Request System. For...
Where can I locate a Project ID and Phase Code?
To search university financial chartfields, follow the steps outlined here: 1) Navigate to MyPack Portal. 2) Click on the NavBar...
Who do I contact for questions about my project’s trust authority?
Please contact the Office of Cost Analysis, Sangeeta Kapoor at 919-515-7490 and/or Ginger Burks Draughon at 919-515-6898.