Account Information

The account identifier in DaFIS is seven characters in length and can be any combination of alpha or numeric. Accounts are established by each organization on campus. Each unit can establish its own naming convention for its accounts, as the characters used have no particular significance for the system. This allows organizations to create account identifiers that are significant to them. For example, an account for Chemistry's general expenses might be: CHEMGEN.

The identity of the account is established by various input fields on the Account maintenance document where each value entered becomes an account attribute. Using the Account maintenance document is a straightforward process but care must be taken to assure that correct values are entered. Errors identified by the Accounting Office review of each document requires contact with the initiator, and prolongs the approval process. Accordingly, before you start to create a new account you must determine basic information about the account.

With the exception of Agency accounts all new accounts begin with an award document, e.g. a memo from a dean's office, an award notification letter from an extramural agency, or a letter from a donor. Information typically provided in the letter includes the source of funds to be expended, the purpose of the award, the award number, principal investigator, begin and end dates, and the award amount. All of this information will be needed for the Account maintenance document.

Go To: How Do I . . . Create an Account