Chartfields Matrix and Updates

Chartfields are the mechanism for categorizing and tracking all University financial transactions. A series of chartfields makes up a chartfield string, which is required on every transaction. A chartfield string answers several questions, including:

• Where is the money coming from?
• What is the general purpose for the funds?
• Who is spending the funds?

Understanding the chartfield structure helps you identify valid chartfield combinations for transactions. Incorrect chartfield values will result in processing delays and inaccurate data.

Resources

• Chartfield Structure Booklet
• Funds and Matching Source Ranges
• Chartfields Webinar: Finding Your Chartfield Codes in ConnectCarolina
• Chartfields 101 – Understanding ConnectCarolina Chartfields
• Approving Chartfield Value Requests
• Using the Chartfield Checker Tool