How can you tell if an account is not restricted (and thus can be used for purchases not eligible to restricted fund accounts)?
See also
Restricted funds
Some account numbers may not be used to buy certain things. An account may be restricted from buying toner, for example.
Incorrect use of funds costs everyone because we have to use staff time to transfer funds to the correct accounts.
- It's the researchers' responsibility to use the correct accounts for the correct purchases. (Not the responsibility of the processors, such as ChemIT, who often provided an account number to buy something for a research group.)
- Restricted funds are defined by the federal government in A21 Regulation, "Cost Principles for Educational Institutions".
- No alcohol for consumption
- No general office equipment, supplies, etc.
Account conventions used in CCB
Account: | Restricted? | Notes |
|---|---|---|
3xxx | Unrestricted | Enterprise accounts, etc. |
5xxx | n/a | Not currently used |
81 | Unrestricted | Gifts, endowments |
82 | Restricted | Not generally used |
83 | Restricted | Sponsored funds: |
85 | Restricted | Sponsored funds: |
| 86 | Restricted | See 83, above |
| 87, 88 | Unrestricted | See 81, above |
University-wide, looking at an account's "Sub group code" indicates if an account is restricted or not. That requires looking it up in Kuali (KFS Financial), or the like.