Review COA guidelines

The chart of accounts (COA) provides the structure for reporting and monitoring financial activity. It consists of segments and descriptive attributes that help the university organize financial information for:

  • Internal reporting and financial management
  • External reporting and compliance
  • Effective management of restricted funds

The organizational tree provides a framework for how financial information can be pulled at different levels of the university. Appropriately leveraging every segment of the COA will allow you to effectively utilize financial information for your division to make strategic decisions.

Questions?

Please send an email to dfl_concierge@berkeley.edu with "Organizational Tree Request" in the subject line of your email. All inquiries must be reviewedand submittedby yourDivisional Finance Leader to be considered by our concierge service.