Page 8 - Compass Chartfields
P. 8

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




           •  3462-Business Cards
           •  4697-Homecoming 2021

        Values for AAE

        Varies by the transaction type. Event codes are applied on a transaction-by-transaction basis based on the purpose of the
        expenditure.

        Relevance to AAE in Reporting

        Very relevant. Running EBI reports summarized by the Event code allows AAE to understand costs by specific use/purpose
        regardless of the Account code assigned to the transaction.


                       When submitting travel and expense reports, purchase orders, payment requests, check requests, etc.
                       that will be charged to an AAE SpeedType, AAE requires an Event code other than the default 0000 Event
                       code.



                       Use the AAE Event code lookup tool to search through available Event codes.


        PROGRAM

        Use

        An additional Compass Chartfield used to track information specific to departments. When Compass went live, the thought
        was that this field could help capture financial information for a specific enterprise-wide activity (e.g., commencement).
        Similar to the Event code above, think of this as an internal “Chart of Accounts” field specific to AAE.

        Length

        Five (5) characters

        Requirement in Transactions

        Optional for all transactions (although the default of 00000 is assigned to transactions not utilizing a specific Program code
        value).

        Examples

           •  00000-Default
           •  00329-Professional Development (AAE uses this Program code coupled with a traveler’s Event code to track travel that
               was primarily for the purpose of professional development such as conferences)









        EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT  |  FINANCE REFERENCE GUIDE  |  Updated 8.22.2022                  7
   3   4   5   6   7   8   9