Finance Chatbot
Instant, 24/7 answers to self-service finance questions – policies, procedures, forms, reports, and more.
Accounting
Accounting services span the full breadth of the university, from Balance Sheet Accounting and Capital Asset Accounting to Gift Administration and External Reporting. To support this wide range of areas, Accounting reference materials include self-service options such as the Account Structure/Chart of Accounts (COA), Accounting Manual, and Closing Schedules.
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Accounting Manual
The Accounting Manual is a resource that provides information and guidance for accounting and financial management activities.
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Chart of Accounts
Yale’s Chart of Accounts (COA) is a financial coding system that classifies transactions. It brings order to data for accurate reporting and monitoring.
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Closing Schedules
Period close dates for every month of the fiscal year are shared here, with each period closing in the following month.
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External Reporting
This section provides materials that include Yale’s annual financial report and interim financial statements.
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Gift Administration
Gift Administration manages Yale’s diverse gift funds: expendable current use, plant funds (construction/renovation), and endowment gifts for long-term financial support.
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Training
Explore the innovative and engaging learning experiences on financial topics across the University.