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FIN-0102: Using Stanford Chart of Accounts

This course is for individuals responsible for preparing and approving transactions in Oracle Financials or reviewing and reconciling financial transactions using Oracle Business Intelligence (OBI) reporting solutions.

This course is one of three required for staff to be granted authority to approve transactions in Oracle Financials. Topics include:

  • Importance of using Chart of Accounts to track the flow of money in/out of the University
  • The purpose and significance of Chart of Accounts coding
  • The purpose and definition of Awards or Funds
  • Identifying accounts using Project, Task, and Award (PTA)
  • Financial transaction coding using the combined PTAs and Expenditure Types or Object Codes
  • The financial tasks that utilize Chart of Accounts
  • The Oracle Financials modules used to process the related transactions

Web (Self-paced)

Self-paced (approximately 30 minutes)

Last Updated: Jan 12, 2024


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