New Financial Activity Object (FAO) request guidelines
Review instructions and requirements for requesting to add a new Financial Activity Object (FAO) in UR Financials.
Training
What we do
Supports the University’s operational accounting activities, including general ledger processing, reconciliations, banking operations, financial activity object (FAO) maintenance, and related accounting support services across the University community.
Topics on this page:
Financial Activity Objects (FAO)
Financial Activity Object (FAO) inactivation request guidelines
Use these guidelines to request inactivation of an OP, GF6, or LN FAO in UR Financials.
Training
Financial Activity Object (FAO) change request guidelines
Use when requesting to change a Financial Activity Object (FAO) title or budget group in the UR Financials system.
Training
General ledger & financial close
General ledger journal entry policy and procedure
Review journal entry approval requirements, processing procedures, and documentation standards in UR Financials.
Policy or guideline
Journal entry form
Submit to General Accounting to record transitions to the affected Financial Accounting Object (FAO) in the UR Financial system, including departmental transfer of charges or interdepartmental purchases.
Form
Monthly financial close schedule
Review monthly financial close schedules and important journal and approval dates.
Tool
Banking and reconciliation
Banking entry form
Excel form used to submit bank deposit transactions to General Accounting for recording in the financial system.
Form
Bank reconciliation policy
Review requirements and procedures for reconciling University bank accounts and resolving reconciling items in UR Financials.
Policy or guideline
General ledger account reconciliation policy
Review requirements and responsibilities for reconciling general ledger accounts and resolving reconciling differences in UR Financials.
Policy or guideline
Contacts
General Accounting
Cash Accounting
Endowment Accounting
Related offices and departments
Browse related offices for contact information and related resources.