Checkout and Accounting Codes

You may enter multiple accounting codes at checkout.

How to Access Accounting Codes at Checkout

1. Go to Accounting Codes

While checking out, click the Accounts Codes tab at the left of the screen (Figure 1).

Figure 1 of how to access accounting codes.

Figure 1

2. Click to Edit

In the Accounting Codes section, select “Edit” (Figure 2).

Figure 2 of how to access accounting codes.

Figure 2

3. Access State or Research Funds

Access State Funds

(Refer to Figure 3)
  1. For Account Source, click Select from profile values...
  2. In the dropdown menu, choose “S” for State Funds
  3. For Fiscal YR-SUNY, click Select from profile values... and then from the dropdown menu, choose the appropriate fiscal year (do not type the year directly in the box--be sure to select from the dropdown) 
  4. Under Account-SUNY, click Select from profile values... and choose the correct account (do not type directly in the box--be sure to select from the dropdown)
Figure 3 of how to access accounting codes.

Figure 3

Access Research Funds

(Refer to Figure 4)
  1. For Account Source, click Select from profile values 
  2. In the dropdown menu, choose R for Research 
  3. For Project Number, click Select from profile values... 
  4. A new window will open; in it, type the Project number in the Value box, click Search, select the correct value, and then click Save 
  5. Next, you will go to task and select from the drop down your task
  6. For Expenditure Major, click Select from profile values..., choose SUP if Supplies from the dropdown 
  7. For Expenditure Minor, click Select from profile values... and choose SUP Office Supplies from the dropdown 
  8. Click Save 
Figure 4 of how to access accounting codes.

Figure 4