Controller's Office General Accounting Request Form
Requester
Name
(required)
(first last)
Email
(required)
(lower case characters and only use your
University of Massachusetts email address)
Campus (required)
Amherst
Boston
Chan Medical School
Dartmouth
Lowell
President's Office
Request/inquiry
Subject (required)
(short description >235 characters)
Type of request
(required)
Please select...
Chartfield Inquiry
Chartfield Setup
Journal entry
Reporting/Close Inquiry
Other
Subtype
(required)
Please select...
Account
Department
Fund Code
Program
Other
The Department type is for Central use only
Request Options (required
)
Please select...
Addition
Change
Reactivate
Inactivate
Other
Purpose of Request (required)
Setid (required)
Account Code (required)
Fund Code (required)
Status (required)
Active
Inactive
Status (required)
Active
Inactive
Account Name Description (required)
Will this be a controlled account? (required)
Yes
No
Monetary Account Type (required)
Asset
Budgetary
Expense
Fund Equity
Liability
Revenue
Enter the MMARS object code (Leave blank if unsure)
Account Attributes (required)
Valid for BuyWays
Valid for Procards
Valid for Travel/Expense
Do you have a Fund that has the same attributes? (required)
Yes
No
Please enter the fund code: (required)
Appropriation Number
Budget Code
Bank Code
Fringe Encumbrance
Fund Group
Revenue Driven
Net Assets
UM Memorial
Revenue Source
Unrestricted Net Assets
HCM Attribute (UMASS only)
HCM Attribute 2 (UMASS only)
Is this a new department within the President’s Office or is this a sub-department of an existing department? Is the department or sub-department permanent or temporary for a specific purpose that has an end date? Is the new department required for financial reporting or will a new department be needed on the HR system as a new HR home department?
(required)
If this is a sub-department of an existing department, what is the need for this new sub-department? What types of activities will be used in this sub-department?
(required)
Is it included in your current fiscal year budget or planned for the next fiscal year? What is the funding source for this department / sub-department? What types of expenses will be funded from this new department (i.e. payroll and/or expenses)?
(required)
Effective Date (required)
What is the new Department Name (required)
Manager's Employee ID (required)
Manager's Name (required)
What is the Department Name of the old department that you would like to change? (required)
What is the Department ID of the old department that you would like to change? (required)
Effective Date of Change (required)
Is the name change request due to the department name being entered incorrectly in the system?.
(required)
Yes
No
Please Explain:.
(required)
Does the name change impact the original functions for this department
.
(required)
Was a new department considered? If not, what were the reasons for this?
.
(required)
Department ID to be Inactivated/Reactivated
.
(required)
Department Name to be Inactivated/Reactivated
.
(required)
Detail of your request
(required)
Priority
Please select...
Normal
Urgent
"Urgent"
indicates that the request requires expedited attention due to an operational disruption, risk, or health and safety consideration
.
Optional attachments
Do you have any additional
attachments
?
(required)
Please select...
No
Yes, I have 1 attachment
Yes, I have 2 additional attachments
Yes, I have 3 additional attachments
Yes, I have 4 additional attachments
Attachment (required)
Additional attachment 1 (required)
Additional attachment 2 (required)
Additional attachment 3 (required)