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Financial Activities for Staff
The Accounting Manual is a work in progress. Our goal is to continually enhance this resource and add new guidance based on your needs for Accounting and Financial Management activities. Please continue to check back as new information is added. For suggestions for Accounting Manual topics, please contact Maria MacCalla (Accounting Manager, maria.maccalla@yale.edu, 203-436-8357) or Liz Bilodeau (COA Manager, elizabeth.bilodeau@yale.edu, 203-436-5781).
To more easily browse topics, select your job classification (ex: staff or faculty) from the Accounting Manual menu at left. This groups content by topic and is easier to navigate.
Chart of Accounts (COA): Training
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COA Training: COA Training- Course owner Finance
Chart of Accounts (COA): Resources
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My Accounts (PTAO) brio: Link to Data Warehouse Portal Access via DWH Portal (University Standard/ Finance/COA)
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Complete list of COA Procedures, Forms & Guides: Complete list of COA Procedures, Forms & Guides
Chart of Accounts (COA): Subtopic/How To
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Instructions - My Accounts_PTAO Report: Instructions - My Accounts_PTAO Report
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COA Handbook: COA Handbook