Chart of Accounts (COA) Training
See a full description of BFS Training Materials.
See a description of online classes.
| Description | UPK | Quick Guide | Job Aid |
|---|---|---|---|
| Inquire on Master Org Tree | |||
| Inquire on Master Org Tree | |||
| COA Inactivation Report Overview | |||
| Run the COA Report | |||
| Customize the Distribution Chartstring | |||
| Customize the Distribution Chartstring | |||
| Fund | |||
| Look Up Attributes of a Fund | |||
| How to Add, Inactivate or Change a Fund Number | |||
| Account | |||
| Look Up Attributes of an Account | |||
| How to Add, Inactivate or Change an Account Number | |||
| ChartField1 | |||
| Add ChartField1 | |||
| Make ChartField1 My Favorite | |||
| Change ChartField1 | |||
| Inactivate/Reactivate ChartField1 | |||
| How to Add, Edit, or Delete a BearBuy Chartfield Authorizer | |||
| ChartField2 | |||
| Add ChartField2 | |||
| Make ChartField2 My Favorite | |||
| Change ChartField2 | |||
| Inactivate/Reactivate ChartField2 | |||
| How to Add, Edit, or Delete a BearBuy Chartfield Authorizer | |||
| SpeedTypes | |||
| Add, Edit, or Delete a SpeedType | |||
| Look Up a SpeedType | |||
| SpeedCharts | |||
| Add a SpeedChart | |||
| Look Up a SpeedChart | |||
| Make SpeedChart My Favorite | |||
| Look Up an Effective Date for a ChartField Value | |||
| Update an Existing SpeedChart with a New Effective Date | |||
| Update an Existing SpeedChart without an Effective Date Change | |||
| Inactivate/Reactivate a SpeedChart | |||
| Dept ID | |||
| How to Add, Inactivate or Change a Dept ID | |||
| Org Node | |||
| How to Add, Inactivate or Change an Org Node |
eCourse from UC Learning Center
- Introduction to Chart of Accounts
For new users of the Berkeley Financial System (BFS) or the Berkeley Administrative Initiative Reporting System (BAIRS).

