Accounting Forms and Guides
Accounting policies can be found on our Policies page.
Chart of Account Maintenance
The Chart of Account Maintenance paper forms have been replaced with a COA Request Form in GMS.
A COA Request may be initiated by a user assigned to one of the following GMS Roles: cost center manager, senior business manager, finance partner, accountant, pre-award specialist, pre-award manager, finance administrator, and GMS Core Team.
Use the task, create request, to initiate action on an assignee, cost center, cost center hierarchy, gift, program, revenue category, or spend category.
The COA Request user guide is available on the GMS Chart of Accounts website, and can be found here (new window).
Journal Job Aids
Job Aid Accounting Journal Sources
Job Aid Gift Related Worktag Adjustment Journals
Job Aid Journals – Fiscal Year End Acctg Accruals
Job Aid Journal Validation Rules
Job Aid – Journal Upload Errors & Solutions
Job Aid Ledger Account & Revenue Spend Categories
Job Aid PSoft Account to GMS Account Map
Job Aid Preparing Upload Journal Template
Job Aid – Report – GU Non-Payroll Journals for Accounting Journal Template