Finance Toolbox

Haas Finance

FAQs

How do I learn more about UC Berkeley's financial systems?

Check the Systems page on this site.

How do I request access to one of the financial systems on campus?

Information Services and Technology (IST) maintains SARA (Systems access Request Application), a web portal for system access request. Please note that SARA requires a CalNet ID and passphrase.

If you are unsure of what systems you need access to, please contact your financial analyst

What is my chart string? / How do I know what chart string to use?

A chart string is a combination of data segments that provides necessary information for financial management and budgeting.

A complete chart string includes:

  • Business Unit (Usually Just "1")
  • Account (General Ledger account that describes nature of expenses)
  • Fund (source/type of money)
  • Dept ID (cost center where expenses will be charged)
  • Program Code (if applicable)
  • ChartField1 (if applicable, departments defines fields for project tracking)
  • ChartField2 (if applicable, every faculty member has his/her own CF2)

Example:

Business Unit – Account – Fund – Dept ID – Program Code
1 – 55030 – 20154 – 10362 – 40

If you do not know what chart string to use, Please contact your dedicated financial analyst.

How do I know what G/L expense account to use?

See Frequently Used Accounts List

How do I track a specific recurring expense?

To track a recurring expense, you can request that financial analyst create a new project code or Chartfield 1 (CF1)/Charfield 2 (CF2) on BFS. Download the following for instructions on creating a CF1 and for instructions on creating a CF2.

Can I re-class an expense from one chart string to another?

Yes, an expense can be transferred to another chart string once it posts on the general ledger. Please submit a journal expense transfer to your financial analyst by providing submitting the Journal Expense Transfer Form.

Instructions on locating your expense

How do I make an augmentation request for initial/incremental funds that is not in my budget?

For augmentation requests that will significantly impact your budget, contact Suresh Bhat at sureshbhat@haas.berkeley.edu.

How do I know what my budget / actuals are?

Please contact your dedicated financial analyst

How much money do I have left in employee morale funding?

Please contact your dedicated financial analyst and they will be able to assist you.

How do I make a payroll expense transfer? What is the last day to make a payroll transfer?

Contact your dedicated financial analyst. For payroll calendar deadlines, please see the Controller's website

How do I know if I included an expense/invoice in my budget?

Contact your dedicated financial analyst.

What is my fund balance? How much funding do I have available?

Contact your dedicated financial analyst.

How do I make a purchase through CSS BFS?

Contact Business and Financial Services at sharedservices.berkeley.edu/finance/

How do I learn more about contracting at UC Berkeley?

Refer to bcbp.berkeley.edu/contracting-berkeley and use the Contracting Offices Decision Tree to determine your contracting needs.