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In this training users will learn how to:

  1. Distinguish between state, local, auxiliary, and restricted chartstrings,
  2. Identify and describe the differences between a project / departmental chartstring,
  3. Identify and describe the differences between budgetary and non-budgetary chartstrings,
  4. Define what an account is, understand how it differs from a chartstring, and be able to explain account hierarchies,
  5. Identify where to find budget resource documents online, and 
  6. Understand the concept of "budget checking" and how that differs by chartstring type.

 

Who Should Attend?
Beginner to Intermediate users who manage or reconcile chartstrings.