Helpful Tips

Accounting - Chartfield Requests Tips

Here a few additional tips when completing chartfield request forms: It is very important that all pertinent information be included on the Chartfield form; this will make the process quicker. Program Source of Funding: If money is coming from another speedtype, fill in that speedtype. If the money is from a gift, fill in the foundation number. Otherwise just explain where the money is coming from. Purpose: This should explain the purpose of the new Chartfield and specifically say what the funds are going to be spent on. This should be as detailed as you can. Contacts

Send completed forms to: