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).