Click to review the below other materials related to chart of accounts:

Reference Document: Responsibility Center Code List

Click the above link to download an Excel list of the responsibility centers at IU. Responsibility centers represent various colleges or administrative centers within the university. Each responsibility center is specific to a chart of accounts code within the campus. This list contains the responsibility center code, responsibility center name, responsibility center short name, and whether the responsibility center is active at IU.

Reference Document: Organization Code List

Click the above link to download an Excel list of the organization codes at IU. Organization codes define units at many different levels within the university and allow users to further drill down to find more precise financial information. They are a collection of accounts, or a collection of other organizations known as sub-organizations. Structurally, organization codes can include all fund groups and up to four alphanumeric characters. This list contains the chart of accounts organization alphanumeric characters and the org name for organizations at IU.

Reference Document: Fund and Sub-Fund Group List

Click the above link to download an Excel list of the fund and sub-fund groups at IU. At Indiana University, fund groups are used to classify funds with similar funding sources. A sub-fund group is a further classification of fund groups to easily identify the allocation of money. Within Indiana University, there are fourteen fund groups and more than fifty sub-fund groups. This list contains the fund group code, fund group name, sub-fund group code, a description, and the corresponding fund group code for the sub-fund at IU.

Reference Document: Reportable Object Code List

Click the above link to download an Excel list of the 1099 reportable status for object codes at IU. This information helps trigger tax reporting. This list contains detailed information about the object code, the 1099 reportable status, 1099 category code, and the 1099 description.

Reference Document: Object Code, Level, and Consolidation List

Click the above link to download an Excel list of the object codes, object levels, and consolidation code options at IU. Object codes store information about financial transactions and categorize activity based on the nature of the transactions. All object codes report to a higher object level code and are grouped with similar object codes for reporting presentation purposes. In other words, level codes are made up of a combination of related object codes. All object levels report to a higher object consolidation code and are grouped with similar object levels for reporting presentation purposes.

Reference Document: Chart of Accounts Quick Reference Guide

Click the above link to download a guide to the chart of accounts at IU. This guide includes information about the account numbers, COA categories, and the corresponding sub-fund code for each set of accounts. An account number is an identifier for a given pool of funds that represent a specific activity or purpose. At IU, the account prefixes correspond with a fund group. Review this document for the specific account number logic utilized at IU as well.

Reference Document: Chart of Accounts List of Attributes

Click the above link to download an Excel guide to the chart of accounts attributes at IU. Indiana University’s chart of accounts provides multiple levels of detail and information related to chart fields, including the chart attributes. These unique chart attributes help users better group and identify financial information at both a high and low level of detail. This list of attributes also includes a definition of each attribute and the links to cross-references when applicable.

Reference Document: IU Foundation Scholarship Account Guidance

Click the above link to download a guide on the account relationship between Indiana University (IU) and IU Foundation (IUF) in regard to scholarship accounts. This guidance is in place to help departments understand how to create an account in IU’s system if one does not already exist for a given IUF account and how to eliminate redundant accounts in IU’s system for a given IUF account.