Chart of Accounts

What is a Chart of Accounts?

The Chart of Accounts is the structure through which all financial transaction data is organized in the general ledger of the University. It provides a common language for financial transactions, supports financial and management reporting, and provides insight into the financial health of the institution.

Why does modernizing the Chart of Accounts matter?

The existing Chart of Accounts is outdated, hard to maintain, and lacks the consistency and flexibility needed to meet the current and future financial and management reporting needs of the University. The redesigned Chart of Accounts will be a multi-dimensional matrix structure that directly addresses the who, how, what, why, and where of our transactions.

The new Chart of Accounts will offer more effective and efficient capabilities for tracking and reporting financial activities, increase data consistency, offer more transparency into the University's financial health, and provide reporting flexibility in different ways.

Chart of Accounts Structure

Redesigning the Chart of Accounts is an iterative process - the work completed during the Initial Planning Phase and Preparation and Discovery Phases resulted in our finalized structure which represents the future Oracle Chart of Accounts. It is the input for the Design Phase mapping and value development process.

To gain a better understanding of the structure, the updated Chart of Accounts training will guide you through the redesign process as part of implementation across the University. The training includes an introduction to the new Oracle Chart of Accounts structure and segments, including examples.  

Mapping and Value Development

Mapping is the translation of current UAccess Financials Accounts to the future Chart of Accounts.

Mapping Sessions

Sessions are being held to develop a comprehensive mapping (translation) of active UAccess Financials Account and chart values to the future Chart of Accounts. The Financials Modernization team relies on Organization Development Leads and Unit Mapping Representatives to complete mapping activities for each campus unit:

Organizational Development/Approval Lead(s) are individuals who understand a college/division’s organizational structure and have authority/final fiscal responsibility for developing the future state organization hierarchy.

Unit Mapping Representatives are individuals who can:

  • Provide detailed insights to current usage of their college/division’s accounts and chart values  

  • Participate in mapping sessions 

  • Absorb knowledge regarding the future-state Chart of Account segments, their detailed usage, and translation of current Accounts and chart values

Mapping Representatives

College/Division Representative(S)
Academic Administration Stephanie O'Donnell
Academic Affairs (Provost and Vice Provost) Norma Izabal-Cardenas
Alumni & Development Division Michelle Mixer
Arizona Arts (Presenting & Engagement) Rebecca Lona, Caitlin McCarthy
Arizona Experiment Station Angelica Gomez, Kristen Vann
Arizona Online Jeffrey Sembar
Arizona Public Media Lisa Coons
Bookstores David Ott
Budget & Planning Ada Korhonen, Francisco Pedroza, Krissy Whittier, Mary Moore
Business Affairs (Division) Ada Korhonen, Francisco Pedroza, Krissy Whittier, Mary Moore
Business Affairs (Shared Services) Ada Korhonen, Francisco Pedroza, Krissy Whittier, Mary Moore
Campus Health and Wellness Diana Fernandez, Shiela Soto
Campus Life Administration Diana Fernandez, Sheila Soto, A Maria Serrano, Alma Vejar, Estella Trevers, Maria Salazar Lizarraga, Nancy Greene, Terri Peaches
Campus Recreation Mayela Trevino, Ricky Stancliffe
College of Agriculture and Life Sciences Amanda M Stevens, Darren Shevchuk, Samantha Sowerby
College of Applied Science & Technology Caroline Gonzales, Delia Rubio
College of Architecture, Planning and Landscape Architecture

Carmen Robles, Danielle Orozco, Jeffrey Guba

College of Education Pamela Mendel
College of Engineering

Andrea Bushong, Kandie Stanton, Mauro Oliveros, Vincent Best

College of Fine Arts Rebecca Lona, Caitlin McCarthy
College of Humanities Richard Edmiston
College of Law Karina Puga, Priscilla Beem
College of Medicine - Phoenix Christopher Stahoviak
College of Medicine - Tucson Fay Johnson, Kristina Hayes
College of Nursing Linlin Cao, Menghao Chen, Nic Paulos, Silvia Xu
College of Optical Sciences Caitlyn Keefe, Carol VanHoesen, Cyndy Barcelo, David Gonzalez, Erika Lopez, Linda Schadler, Lizbeth Rubiano Holguin, Priscilla Corella, Tammie Brown
College of Pharmacy Stacy Lauver
College of Public Health Rachel Ramos
College of Science Alicia Cool, Amanda Percy, Ana Martinez, Barbara Johnson, Christine Duddleston, Corina Bedoy, Greg Davis, Hanh Do, Jennifer Lawrence, Kathy Varin, Kelly Huff, Kevin Phelan, Lynn Lane, Maryori Puentes-Pena, Michelle Aros, Randi Bellassai, Shane Smith
College of Social & Behavioral Sciences Alex Pantoja, Beth Zimner, Daniel Ray Contreras, Erin Tyo, Jeanne Connelly, Jeffrey Herman, Katrina Alderete, Kimberley Young, Kristine Hogeboom, Lacee Gonzalez, Martha Castleberry, Nicholas Smith, Reilly Rodriguez, Ruth Elizabeth Montes De Oca, Taylor Ann Pacheco, Terry Mullin
College of Veterinary Medicine Amy Warren, Andrew Hummer
Cooperative Extension Belinda Oden, Connie Marie Callahan, Edith Angulo, Eunice Gonzales, Jonie Burge, Karen Pizzuto, Kevin Teres
Dean of Students A. Maria Serrano, Alma Vejar, Estella Trevers, Maria Salazar Lizarraga, Nancy Greene, Terri Peaches
Disability Resource Center Aracely Castillo, Carmen Valenzuela
Diversity and Equity, including Title IX Carol Corry, Emily Geiges
Diversity and Inclusion Alma Vejar
Eller College of Management Amanda Mancini, Bob Quiroz, Bonnie Lundquist, Brandie Cudney, Elsa Ochoa, J. William Peck, Jan Voci, Kathryn Chavez, Matthew Goodwin, Rebecca S Ramos, Sarah Trotta, Stephanie Arnesen
Enrollment Management Helen Horetski, Jacqueline Siqueiros, Monica Cruz
Executive Office of the President Cynthia N. Quijada
Facilities Management Clarissa Allen, Dorey Valentin, Erik Reinold
Financial Services Ada Korhonen, Francisco Pedroza, Krissy Whittier, Mary Moore
General Counsel Jennifer Bailey
Global Sofia Garcia
Graduate College Rachel Nielsen
Health Sciences Centers and Divisions Alejandra Pama, Jessica Venegas
Health Sciences Division Tashara Evans, Xuemei Li
Honors College Rebecca Auslander, Sarah Romero
Housing & Residential Life Julie Capwell
Human Resources Ali L Hupp, Francisco Pedroza
Intercollegiate Athletics Ajana S. Lee, Nina Madrid
Internal Audit Ada Korhonen, Francisco Pedroza, Krissy Whittier, Mary Moore
Libraries Lidia Barcelo, Susan Fasciani
Marketing Communications Ada Korhonen, Francisco Pedroza, Krissy Whittier, Mary Moore
Native American Advancement, Initiatives & Research Jason Challenger, Khuyen B H Stroud, Veronica Chu
Parking and Transportation Maria Galo
Phoenix Biomedical Campus Pamela Ray
Phoenix Biomedical Campus Facility Division Ada Korhonen, Francisco Pedroza, Krissy Whittier, Mary Moore
Planning, Design & Construction Eliza Zamora, Jodie Kwong
Research, Innovation and Impact (Centers & Institutes, Museums, and Research Infrastructure) Jason Challenger, Khuyen B H Stroud, Veronica Chu
Risk Management Ada Korhonen, Francisco Pedroza, Krissy Whittier, Mary Moore
Secretary of the University Diane Jensen
Student Success & Retention Innovation Joelle Good
Student Unions Chelsea Ewer
Sustainability Office Ada Korhonen, Francisco Pedroza, Krissy Whittier, Mary Moore
Tech Launch Arizona Grace Ratje
Tech Parks Division Grace Ratje
Undergraduate Education Stephanie O'Donnell
University Information Technology Services Carol Corry, Emily Geiges
University Police Laura Menke

Chart of Accounts Guiding principles

  • Transparent, simple, intuitive, and easy to comprehend and use
  • Flexible to meet ongoing needs and accommodate changes while also allowing for standardization
  • Configured so that each Segment has a single use and consistent definition
  • Able to support consistent and standardized University-wide reporting and analytics
  • Serve the needs of stakeholders as the common language to describe financial transactions
  • Able to capture transaction-level detail that will help to support campus-wide needs
  • Informed by best practices and facilitate comparisons to peer organizations
  • The Chart of Accounts should not duplicate detail that is recorded in an official subledger or third-party system