Financial Services Accounting and Reporting

Accounting and Reporting how to's

Articles (10)

Establishing or Changing Worktags

Short description of Worktag services.

How to Request a new Program Worktag

Guide to completing a request for a new program worktag.

How to Request a new Gift Worktag

Guide to completing a request for a new gift worktag.

How to Request a new Project Worktag

Guide to completing a request for a new project worktag.

How to Request a new Activity Code Worktag

Guide to completing a request for a new activity code.

How to Request a new Detail Code Worktag

Guide to completing a request for a new detail code.

How to Request a new Revenue or Spend Category Worktag

Guide to completing a request for a new revenue or spend category.

How to Request a new Unit and/or Cost Centers

Guide to completing a request for a new unit or cost center(s).

NACUBO Expense Function Definitions

NACUBO (National Association of College and University Business Officers) definitions of expense functions.

Required vs Optional Attachments for each type of Worktag Request

This Knowledge Article provides a list of Required vs Optional Attachments for every type of worktag request.