Area Accountants

Leila McCamey

303-492-0794

Provost and Executive Vice Chancellor for Academic Affairs - A&S Units; Vice Chancellor for Administration Units; Senior Vice Chancellor and Chief Financial Officer Units.

Jenny Shao

303-492-2429

Provost and Executive Vice Chancellor for Academic Affairs - Non A&S Academic Units and Academic Support Units; VC ODECE.

Carrie Howard

303-492-1071

Chancellor's Area; Vice Chancellor for Student Affairs Units; Research and Graduate School Areas.

David Sayers

303-492-2396

Assistant Director ABS

Available for assistance.

Look up your Area Accountant by Org.

Comprehensive listing of General Accounting staff and their work areas.

General Accounting

The General Accounting staff conducts proactive outreach programs to deliver professional accounting and consulting services to department personnel. These programs cover topics such as:

• Developing and establishing proper internal controls for sound business practices,

• Advising departments on their fund/organization/program/(project)/subclass (FOPPS) structure and setting up FOPPS combinations,

• Giving professional/technical support in the areas of recording, classifying, reconciling, correcting, and querying financial transactions,

• Supporting departments in their questions about budget transactions, reports, and processes,

• Learning and understanding the department's business activities and financial management needs,

• Offer training, in coordination with the Procurement Service Center, that highlights,

• Accounting, budgeting, and procurement policies and procedures 

• Preparing on-line actual journals, cash transfer journals, and budget journals

• Reading financial statements and budget reports 

• The University's financial systems.

• Post-auditing financial transactions to ensure that they comply with the established rules, policies, and regulations,

• Generating and assuring accuracy of quarterly variance analysis and year-end financial statements, related footnotes, and workpapers,

• Reconciling the financial system to the State of Colorado Financial Reporting System (COFRS).

Alphabetical Listing of General Accounting Resources and Links 

• Accounts This link goes to the University Controller's Financial Systems Definitions Web page. Upon arriving at this Web page, select either

  • Chart of Accounts Complete List which is an Excel spreadsheet containing every account in the financial system, or

  • Old Quick Reference Chart which is a Web based listing containing all General Budget accounts, General accounts and a selection of User Option accounts.

• Account Tree. This link goes to the University Controller's Financial System Information and Calendars Web page. Upon arriving at this Web page, scroll to "Chart of Accounts Full Version Formatted for MS Excel" and select it.

• Accounts Receivable

• Cash and Fund Balance Transfer Table for CU-Boulder, effective December 2003, is an Excel file with three worksheets: Instructions, Transfer Table, and Support Information. 

• Cash Receipt Form (no link). Call the Cashier at x27219 to request Cash Receipt forms.

• Change Fund. You will be directed to The Guide, Chapter 10, "Cash Control." Scroll to Section VII of the Chapter, "Change Fund." 

  • Authorization Form You will be directed to The Guide, Chapter 10, "Cash Control." The Authorization Form is on the last page of the Chapter.

  • Payment Voucher

• Chart of Accounts (COA) Forms for Chartfield Creation and Maintenance. Send an email to accounting@colorado.edu.

• Chart of Accounts.This link goes to the University Controller's Financial Systems Definitions Web page. Upon arriving at this Web page, scroll to "Chart of Accounts" and select it.

• Account Tree Browser is maintained by Information Resource Management (IRM)

• or Quick Reference Card

• Chart of Account Attribute Modification (no link). No form is needed to change a COA attribute. Send an email request to accounting@colorado.edu

• FOPP Inactiviation. No form is needed to inactivate a FOPPS. Send an email request to Accounting@colorado.edu.

• IN's. Get INs by calling Isabel Dunn at x23166.

• Internal Service Centers (ISC), as found in The Guide.

  • ISC Policy

  • ISC List by Department effective June 2, 2005

  • ISC List by FOPPS an Excel file effective June 2, 2005

  • ISC Rate Calculation Worksheet for FY2007

• Inventory

• Journal Source Contact List. This link will take you to the University Controller's Web Site. When you arrive at the site, scroll down to Journal Source Code Listing and select it. You will be directed to an Excel workbook which contains a worksheet for each campus.

• Official Function Authorization: PSC Policy and Procedure Statement for the University of Colorado effective July 1, 2003, revised Aprio 12, 2004.

• Official Function Authorization Form

• Org Tree

• PeopleSoft GL Access & Security

• Petty Cash Fund . You will be directed to The Guide, Chapter 10, "Cash Control". Scroll to Section VIII of the Chapter, "Petty Cash Fund".

  • Authorization Form You will be directed to The Guide, Chapter 10, "Cash Control". The Authorization Form is on the last page of the Chapter.

  • Payment Voucher

• Property Accounting Topics

  • Property Accounting webpage

  • Property Accounting Forms

  • Property Accounting Manual

  • Property Accounting Report. This requires a CIW logon and password to access this Web based report. Select Boulder Property Accounting Report.

  • Property Useful Life. An Excel spreadsheet.

  • Property Sales Proceeds Q&A

• Propriety of Expenditures:  Administrative Policy Statement for the University of Colorado effective July 1, 2003.

• Quick Reference Card (QRC) provides a list of the accounts departmental administrators are required to use at a minimum to classify assets, liabilities, revenues, expenses and cash transfers.

  • QRC in a pdf file.

  • QRC in an Excel file.

  • QRC Paper Copy (folded card). Submit your order to accounting@colorado.edu. Include your name, the number needed, and the campus box number.

• Sales Tax

• Sensitive Expenditures:  PSC Policy and Procedure Statement for the University of Colorado effective July 1, 2003.

• Web-based Financial Reporting. When you arrive at this Web site you will need your CIW ID and Password to access the financial reports.

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