Training Resources
Resources
This page covers definitions and appropriate uses for the new chart of accounts, as well as resources for financial forms and systems. You can submit questions on the Connect With Us page or via email at controller@udayton.edu.
Introduction to the New Chart of Accounts
Introductory Handouts
General Campus Training Handouts
- General Campus Training printable slide deck
- Fund Codes 101
- Account Codes 101
- Program Codes 101
- Activity Codes 101
- Location Codes 101
Dictionaries
- Full Chart F FOAPAL Code Listing (now available via Team Dynamix) - updated 11/19/2019
- Named versus Generic Activity Code Listing - updated 8/5/2019
- Account Code Dictionary - updated 10/30/2019
- Program Code Dictionary - updated 7/30/2019
Crosswalks and Validation Tools
- Chart D to Chart F Crosswalk: Job Aid | Online Tool
- Chart D to Chart F Validation Tool - updated 6/25/2019
Resources for Managing Budgets
- Self Serve Banner & Cognos Training Printable Slide Deck
- Self-Service Banner: Job Aid | Porches
- Cognos: Cognos Reporting
- Chart F Element Request Team Dynamix Ticket: Job Aid | Online Ticket
- Journal Entry: Job Aid | Form
Resources for Accounts Receivable
- Invoice to External Customers: Job Aid | Please contact the Office of the Controller at controller@udayton.edu for a copy of the invoice template and invoice number to use.
- Cash & Credit Card Deposits: Job Aid (Coming Soon) | Form
Procurement and Payables Resources
- Runway: Job Aid | Runway Purchasing
- Purchasing Card: Job Aid | Slide Deck | PaymentNet
- Domestic Wire Transfer: Job Aid | Form
- International Wire Transfer: Job Aid | Form
- International Currency Draft: Job Aid | Form
- Petty Cash: Job Aid | Forms
- Travel Expense Reimbursement: Job Aid (updated 8/30/2019)| Form
- Campus Requisition: Job Aid | Form
- Catering Order: Job Aid | Online Ordering
- Facilities Management Work Order Request: Job Aid | Online Ticket