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It explains the purpose of accounts as core elements of KFS transactions and provides scope, prerequisites, and responsibilities for central accounting roles. The procedure covers locating the e-doc, using the Global Account Maintenance and Edit List of Accounts tabs to modify selected attributes, and clarifies the limited capability to update accounts only.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/chart-of-accounts-maintenance-sop-account-global/252188/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/chart-of-accounts-maintenance-sop-account-global/252188.png","ImageObject",442,249,{"name":88,"@type":89},"Emma Mercer","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of the Account Global e-doc in account maintenance?","Question",{"text":109,"@type":110},"It assigns identical attributes to multiple accounts on a single e-doc and provides the Edit List of Accounts tab to apply selected modifications.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What is the scope of this SOP?",{"text":114,"@type":110},"It targets central accounting and fiscal officers and documents how Account Global e-doc updates account attributes under university policy and system rules.",{"name":116,"@type":107,"acceptedAnswer":117},"What prerequisites and access are required before using Account Global e-doc?",{"text":118,"@type":110},"Required prerequisites include KFS access, KFS and Account e-doc training, and Account Global e-doc access, plus understanding appropriate use and Cornell-specific acceptable attribute combinations.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},252188,1790573147,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":76},962084925502,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Chart of Accounts Maintenance SOP: Chart of Accounts, Account Global  \nSOP Owner: Chart Manager, General Accounting  \nVersion Number, Date Revised: \\#2, 3/ 14/11  \nDate Implemented:  \nApproval(s):  \nStandard Operating Procedure  \n1. Purpose  \nAn account identifies a pool of funds assigned to a specific university organizational entity for a specific purpose. Accounts are the fundamental building blocks ofKFS transactions, since one or more of them are always associated with a transaction. The Account Global e-doc is used to assign identical attributes to multiple accounts on a single e-doc.  \nThe Account Global e-doc includes the Edit List of Accounts tab that allows you to add the attributes you want to modify. This can be done by using the Look Up / Add Multiple Accounts lookup or by adding the values manually one at a time. At least one item must be selected on the Edit List of Accounts tab. It is important to note that the Account Global e-doc can only update Accounts.  \n2. Scope  \nThe intended audience is:  \n• Central accounting  \n• Fiscal Officers  \n3. Prerequisites (Forms / Tools)  \n• KFS access  \n• KFS training  \n• Account e-doc training [see Account e-doc tutorial]  \n• Account Global e-doc access  \n• Understanding when / why it is appropriate to assign identical attributes to multiple accounts on a single e-doc.  \n• Cornell-specific business rules: acceptable combinations of sub-fund, higher education function codes, and any other account attributes  \n• Clarification on permissions / roles  \n4. University Policy  \nCurrent (Note: policies will be updated)  \n• 3.7 Accounting: System Structure and Transactions  \n• Petty Cash Policy  \n• Gift Policy  \n• Agency Policy  \n• Recharge Account Policy  \n• Fringe Policy  \n• Sponsored Account Policy  \n5. Responsibilities  \nPersonnel in the following roles / positions:  \n• Initiator  \no Will be a Fiscal Officer or a Central administrator  \n• Sub-fund reviewer  \nBest Practice recommendation: if additional review is deemed necessary, ad hoc route as appropriate.  \n6.  Procedure  \nAccount Global e-doc is located on the Main Menu, Lookup and Maintenance  \nFigure 1 – Chart of Accounts, Lookup and Maintenance e-docs  \nFigure 2 – Account Global e-doc  \nGlobal Account Maintenance tab: This tab works the same as the Edit Account tab of the Account e-doc except that it contains only the fields that can be modified from this tab. There are no required fields in this tab; you only need to complete the fields that you want to update on the selected accounts. If an account attribute is to remain as is, leave that field blank.  \nFigure 3 – Global Account Maintenance tab  \nTable 1 Account Maintenance tab: field definitions  \n\n| Fiscal Officer Principal Name | NetID |\n| --- | --- |\n| Account Supervisor Principal Name | Enter the name of the account supervisor, or search for it from the lookup. The supervisor oversees the management of the account at a higher-level than the fiscal officer, but rarely receives any direct requests for action from the KFS. |\n| Account Manager Principal Name | Enter the name of the account manager, or search for it from the lookup. The account manager has the responsibility for ensuring that funds are spent and managed according to the goals, objectives and mission of the organization, to ensure that the funds are being spent according to a budgeted plan and that the allocation of expenditures is appropriate to the function identified for the account. |\n| Organization Code | Enter the code to identify the organization. |\n| Sub-Fund Group Code | The unique code that identifies a particular sub-fund group. |\n| Sub-Fund Program | An additional attribute that identifies the specific program providing the funds. Example: Smith-Lever\u003Cbr>(Note: This a custom field for CU. **) |\n\nField Name Description (* indicates a required field)  \n\n| Account Expiration Date | Enter the date when the account expires. Business rules on transactions may prevent the use of expired accounts or pr","cbCaieeJWboFD7gk","https://ap.wps.com/l/cbCaieeJWboFD7gk","pdf",321490,7,"English","# 1. Purpose\n# 2. Scope\n# 3. Prerequisites (Forms / Tools)\n# 4. University Policy\n# 5. Responsibilities\n# 6. Procedure\n## Global Account Maintenance tab","[{\"question\":\"What is the purpose of the Account Global e-doc in account maintenance?\",\"answer\":\"It assigns identical attributes to multiple accounts on a single e-doc and provides the Edit List of Accounts tab to apply selected modifications.\"},{\"question\":\"What is the scope of this SOP?\",\"answer\":\"It targets central accounting and fiscal officers and documents how Account Global e-doc updates account attributes under university policy and system rules.\"},{\"question\":\"What prerequisites and access are required before using Account Global e-doc?\",\"answer\":\"Required prerequisites include KFS access, KFS and Account e-doc training, and Account Global e-doc access, plus understanding appropriate use and Cornell-specific acceptable attribute combinations.\"}]","Chart of Accounts Maintenance SOP - Account Global | PDF",1789260717]