TimesheetX Change: Department-Wide COA/Account Changes


This form is used to make changes to account names and/or COAs for your department. Please note that only authorized supervisors or Business Managers may request changes.
1. Your Name
2. Your Email Address
3. Department For Which The Changes Should Be Made:
4. What type of change are you requesting?



 

Student Account Changes

If you want a new account to be applied to student employees, please indicate the details by filling out the Student Account Change Form.

Add a new Account and COA
5. What is the New Account Name?
6. What is the new Account COA?
(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
7. Have you validated this COA?

Please Validate Here: Yale COA Validator

Remove an Account (COA) from my Department List
8. What is the Account Name?
9. What COA is associated with this Account name?
(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
10. On what date would you like to deactivate the Account?
11. Have you confirmed there are no students currently assigned to this account?

Please check the Business Manager View of Hires and Accounts page to confirm.


Change an Account Name

Please note- this section is for Account Name Changes Only. Please use the section below if you need to change the COA.
12. What is the name of the current Account?
13. What COA is associated with this Account name
(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
14. What would you like to name the new Account?

Change the COA associated with an existing Account

Please note- all students currently assigned to this Account/COA will be changed to the new one when these changes take effect.
15. What is the current COA
(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
16. What is the new COA?
(use periods between segments, do not add the fund, ledger account or spend category ) Example: CO01.Grant/Gift/YD.Cost Center.PG.PJ.Assignee (if applicable)
17. What is your reason for changing the COA?
18. Please indicate your understanding of the following:
  • ALL STUDENTS assigned to the current COA will be reassigned to the new one.
  • The current COA will not be saved in our system, and will have to be re-entered if you want to use it again in the future
19. Have you validated this COA?

Please Validate Here: Yale COA Validator
20. Additional Comments:

spacer
spacer image