EBS Support >> Finance >> Accounts >> Finance Accounts

Finance Accounts

Frequently Asked Questions

View this document to read FAQ related to Finance Accounts.

Quick Guides

Reference Guides

  • Account Balance: Describes Current Account Balance in the Finance system, used to view basic information for one or more accounts or sub-accounts.
  • Accounting String Overview: Describes the fields and layout of accounting strings.
  • Closing an Account: Information, including a checklist, to help you with the necessary steps to expire an account and prevent future activity.
  • Fiscal Officer Change: Step-by-step instructions, including screenshots, on how to changed the Fiscal Officer on an account.
  • Fund Groups: Maps legacy account ranges to current fund/sub-funds.
  • Funds and Sub-Funds: Lists funds and sub-funds including codes, names, description and whether the sub-funds allow payroll charges.
  • Object Code Changes: An overview and explanation of changes to Object Codes for the 2013 fiscal year.
  • Project Code Import: An overview of using the Project Code Import e-Doc to import a list of project code names and numbers into the Finance system.
  • Sub-Account Import: An overview of using the Sub-Account Import e-Doc to import a list of sub-account names and numbers into the Finance system.
  • Sub-Object Code Import: An overview of using the Sub-Object Code Import e-Doc to import a list of sub-object code names and numbers into the Finance system.

Educational Session Materials

Fiscal Year End/Closing Accounts

EBS February 2012 Enhancements: Finance and Business Intelligence

  • Held February 14 and 28, 2012.
  • View a PDF version of the presentation.
  • Watch the recorded webinar here.
  • View an overview of the Finance changes.

Month End Reports and Activities webinar

  • Held February 1, 2011.
  • Watch the recorded webinar here.
  • View a PDF version of the presentation.

Finance Workflow Part 2: Account Delegates and Organization Review webinar.

  • Held January 31, 2011.
  • Watched the recorded webinar here.
  • View a PDF version of the presentation.
  • View this supplemental chart or diagram.

Training Materials

Accounting Line

  • Components of the university accounting line.

Creating Accounting Line Elements

  • Create and maintain accounting line core data elements.
  • Accounts, sub‐accounts, object codes, sub-object codes and project codes.