Accounting Forms and Guidelines

Below are the most frequently requested accounting forms:

Journal Entry Request Form

Use the Journal Entry Request Form to transfer or correct expenditures already recorded to your project. See various tabs in the file for detailed instructions.

Account Request/Change Forms

Use the appropriate Account Request/Change Form to request a new account for unrestricted, restricted gift, or endowment expenditures. Use these forms to make changes to existing accounts:


Oracle Project Accounting utilizes the POETS coding string (Project, Organization, Expenditure Type, Task, and Source). We have therefore developed the POETS Pointers Reference Guide that lists all possible segment values for the POETS coding string. In addition, we have developed two lists of expenditure types with definitions; one for salary types and another for all other available expenditure types.