“Travel Talk Tuesday” Understanding the COA/Requesting Changes & Updates
Tuesday, March 25, 10:00 am – 10:30 am
A Chart of Account (COA) is a set of values used to record financial transactions and allows UCOP to track how money is spent and earned. Any employee who travels, submits journal entries or purchases goods/services will use the Chart of Account. Come join us at our next “Travel Talk” Tuesday to take a closer look at this accounting numerical sequence in Concur.
We’ll explore:
- Understanding the sequence and required/optional segments of the COA
- Where to obtain the proper COA for use in your submissions
- Where and how to enter the COA within various sections in Concur
- How to allocate a COA in Concur
- How to request changes to an existing COA
Please join us on Tuesday, March 25th, 10:00-10:30am (Zoom Link: https://UCOP.zoom.us/j/3301316753?pwd=STFNemVrbTJsV0tJZU1BNWZFL2VSUT09).
