Page 7 - Compass Chartfields

F I NA N C E R EF ER E NC E G U I D E

Values for AAE

Varies by the transaction type. The travel and expense (T&E) module in Compass only supports a subset of the all available
Emory accounts. Emory Express currently allows all Account values to be utilized.

Relevance to AAE in Reporting

Moderately relevant. The Account Chartfield does allow AAE to report on expenses at the Account level, but when an Account
combines expenses for multiple programmatic areas (e.g., operating costs, event costs, travel costs) it is not as useful if you
are trying to review the total costs for a programmatic area as costs for that programmatic area can fall under multiple
Account Chartfield values.

For a listing of common Compass account codes used by AAE, use the Account code lookup tool.

EVENT

Use

An additional Compass Chartfield used to track information specific to departments. Think of this as an internal “Chart of
Accounts” field specific to AAE. AAE uses event codes to group costs by three types of expenditures:

1. Operating (e.g., supplies, printing, business cards, team retreats, memberships, etc.)

2. Travel (each AAE staff member is assigned a travel code to use for their travel and donor visits)

3. Events (e.g., Homecoming, commencement, regional alumni events, dedication events, donor cultivation events, etc.)

Length

Four (4) characters

Requirement in Transactions

Optional for all transactions (although the default of 0000 is assigned to transactions not utilizing a specific Event code value).

Examples

• 0000-Default
• 0965-Chicago Network
• 1136-2O36 Campaign Launch: Atlanta
• 1449-University Wide Scholarship Event
• 2714-Office Supplies
• 3466-Membership: Rotary Club of Decatur
• 3513-Cellular Services/Devices
• 3392-Travel-Josh Newton (each staff member in AAE is given a travel Event code)

EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT | FINANCE REFERENCE GUIDE | Updated 8.22.2022 6