[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-252350-105":53,"doc-detail-252350-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","chart-of-accounts-maintenance-sop-version-12-procedures","Chart of Accounts Maintenance SOP - Version 12 - Procedures","","Chart of Accounts Maintenance SOP defines how university accounts are created, edited, or copied within KFS. It outlines the purpose and scope, specifying who may initiate and request account setup and who performs approvals within Financial Transaction Center or Business Service Center contexts. The SOP lists prerequisites such as KFS access, training, and Cornell-specific account attributes rules. It also describes responsibilities by role, including routing and validation steps, and provides procedural guidance for using the Account e-doc, including scanning and attaching supporting documentation.",{"@graph":63,"@context":118},[64,80,101],{"@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-version-12-procedures/252350/",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-version-12-procedures/252350.png","ImageObject",442,249,{"name":88,"@type":89},"Pentious","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-30","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of an account in KFS and why is Account e-doc used?","Question",{"text":108,"@type":109},"An account identifies a pool of funds assigned to a specific university organizational entity and purpose, serving as a core building block for KFS transactions. Account e-doc is used to create new accounts or edit/copy existing accounts.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Who is the intended audience for this SOP?",{"text":113,"@type":109},"The SOP targets requestors tracking university financial activity, initiators who start the KFS Account e-doc, personnel in Financial Transaction Center/Business Service Center, and individuals with financial or budgetary responsibilities at both college/division and central levels.",{"name":115,"@type":106,"acceptedAnswer":116},"What prerequisites are required before maintaining accounts in KFS?",{"text":117,"@type":109},"Prerequisites include access to KFS, KFS training, completion of the Account e-doc tutorial, understanding when and why a new account is appropriate, knowledge of Cornell-specific business rules for acceptable account attribute combinations, and clarification of permissions and roles.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},252350,1790513370,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":8,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},1374404730887,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Chart of Accounts Maintenance SOP: Chart of Accounts, Account (new account request and account maintenance / edit)  \nSOP Owner: Chart Manager, General Accounting  \nVersion Number, Date Revised: \\#12, 05/2022  \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. Account e-doc is used to create new accounts, or to edit or copy existing accounts. Note: Asset and liability activity in KFS will be processed on a pre-determined range of object codes, and the transactions are charged to operating accounts.  \n2. Scope  \nThe intended audience is:  \n􀁸 Anyone who has a need to track financial activity at the university (Requestor)  \n􀁸 Person who starts the KFS Account e-doc (Initiator) Note: Requestor and Initiator could be the same person.  \n􀁸 Anyone in a Financial Transaction Center (FTC) / Business Service Center (BSC)  \n􀁸 Anyone with financial / budgetary responsibilities (at the college / division level and at a central level)  \no Budget director  \no Senior financial officer  \no Central accounting  \n3. Prerequisites (Forms / Tools)  \n􀁸 Access to KFS  \n􀁸 Training on KFS  \n􀁸 Account e-doc tutorial  \n􀁸 Understanding when / why it is appropriate to set up a new account  \n􀁸 Cornell-specific business rules: acceptable combinations of, for example: sub-fund and higher education function codes, as well as other account attributes (See: Cornell-specific Business Rules for Account Setup; note: link provided is a temporary location and will be updated when a permanent location is established.)  \n􀁸 Clarification on permissions / roles  \n1  \n4. University Policy  \nCurrent  \n􀁸 3.1 Accepting University Gifts (Note: per policy, only authorized Alumni Affairs and Development staff members or their designees can accept gifts on behalf of the university.)  \n􀁸 3.22 Accepting Cash and Checks  \n􀁸 4.7 Retention of University Records [see Scanning /Attaching, below]  \n􀁸 5.10 Information Security  \n􀁸 Petty Cash Policy  \n􀁸 Agency Policy  \n􀁸 Recharge Account Policy  \n􀁸 Fringe Policy  \n􀁸 Sponsored Account Policy  \n5. Responsibilities  \nPersonnel in the following roles / positions:  \n􀁸 Requestor (not a system role): best practice recommendation: to establish a paper trail, requests for new accounts should be e-mailed to the Initiator.  \n􀁸 Initiator:  \no has financial expertise (i.e., has a financial role in his / her job title);  \no has access to the system;  \no has been authorized by Senior Finance Group as an Initiator;  \no can validate that the new account being set up (or current account being modified) is appropriate per Cornell business rules;  \no has the ability to provide 100% of the data required to successfully fill out and submit the Account e-doc; and  \no is the person who will respond to any follow-up questions.  \nIn cases where the Initiator and Requestor is not the same person, Initiator confirms that there is a valid business reason for account being requested, and that Requestor has the authority to make the request. Best Practice recommendation: Initiator should notify Requestor by e-mail when account is set up.  \n􀁸 Fiscal Officer / delegate (delegates: both primary and secondary):  \no Person who is responsible for final approval of the new account. Gift-Note:  \n􀁸 AA&D will initiate the invested fund gift accounts. For LTIP gift accounts AA&D will enter a temporary holding income account in the Endowment Income Number field in KFS, an attribute of the account (G053000 will be used for UR income and G058000 will be used for TR income) . The Endowment Income Number will be updated by General Accounting when the income account is approved.  \n2  \n􀁸 AA&D will notify a designated person(s) within each college informing them that a new endowment has been received and a LTIP inc","cbCaihXEblotTyub","https://ap.wps.com/l/cbCaihXEblotTyub","pdf",1652873,23,"English","# 1. Purpose\n# 2. Scope\n# 3. Prerequisites (Forms / Tools)\n# 4. University Policy\n# 5. Responsibilities\n# 6. Procedure\n## Scanning / Attaching","[{\"question\":\"What is the purpose of an account in KFS and why is Account e-doc used?\",\"answer\":\"An account identifies a pool of funds assigned to a specific university organizational entity and purpose, serving as a core building block for KFS transactions. Account e-doc is used to create new accounts or edit/copy existing accounts.\"},{\"question\":\"Who is the intended audience for this SOP?\",\"answer\":\"The SOP targets requestors tracking university financial activity, initiators who start the KFS Account e-doc, personnel in Financial Transaction Center/Business Service Center, and individuals with financial or budgetary responsibilities at both college/division and central levels.\"},{\"question\":\"What prerequisites are required before maintaining accounts in KFS?\",\"answer\":\"Prerequisites include access to KFS, KFS training, completion of the Account e-doc tutorial, understanding when and why a new account is appropriate, knowledge of Cornell-specific business rules for acceptable account attribute combinations, and clarification of permissions and roles.\"}]","Chart of Accounts Maintenance SOP - Version 12 - Procedures | PDF",1789261188,8]