Financial Coding
Financial coding is the method by which allocated resources, and the receipts and disbursements of funds made pursuant to these resource allocations are given a series of codes to properly reflect and display the purpose, nature and authority for each individual transaction. This process is of concern to all staff involved in the collection, analysis and communication of accounting information, the allocation and control of resources and the planning and decision-making process.
General information
- Introduction (DOCX, 148 KB)
- ESDC Financial Coding Standards Guideline (DOCX, 105 KB)
- FAQ - General Issues Relating to Financial Coding (DOCX, 111 KB)
- Financial Codes in SAP (overview and information) (DOCX, 31 KB)
- Financial Coding request Approval Processes (DOCX, 62 KB)
- Code Deactivation Checklist (XLSX, 185 KB)
Financial Coding Manual 2021-2022 myEMS/SAP
Financial Coding for Standard Transactions
- Financial Coding for Standard Transactions - All (PDF, 750 KB)
- Financial Coding for Standard Transactions - EI (PDF, 750 KB)
- Financial Coding for Standard Transactions - CPP (PDF, 750 KB)
- Financial Coding for Standard Transactions - CSALGP (PDF, 750 KB)
- Financial Coding for Standard Transactions - Travel (PDF, 750 KB)
- Financial Coding for Standard Transactions - GECA (PDF, 750 KB)
Cost Centers/Fund Centers
- Cost Centers/Fund Centers (PDF, 139 KB)
- Cross Reference - OY to NY Cost Center/Funds Center (PDF, 750 KB)
- Cross Reference - NY to OY Cost Center/Funds Center (PDF, 750 KB)
- Strategic Approach to Coding Changes for CC/FC (PPTX, 725 KB)
- Coding Change Form, Fund Center/Cost Center - Reorg (XLSX, 58 KB)
- Scheduled periods Cut-Off for CC/FC code changes (PPTX, 673 KB)
- How to submit CC/FC and Reporting Groups Requests for Changes (DOCX, 100 KB)
General Ledger (GL) Accounts
- General Ledger (GL) Accounts (PDF, 139 KB)
- Commitment Items(CI) (PDF, 250 KB)
- Index of Commonly Used O&M GLs (PDF, 750 KB)
- Cross Reference - OY to NY GL (PDF, 750 KB)
- Cross Reference - NY to OY GL (PDF, 750 KB
- Coding Change Form, GL (XLSX, 93 KB)
Funds
- Funds (PDF, 139 KB)
- Steps Required to create a G&C Fund Code (DOCX, 90KB)
- Cross Reference - OY to NY Fund (PDF, 750 KB)
- Cross Reference - NY to OY Fund (PDF, 750 KB)
- Coding Change Form, Fund (XLSX, 87 KB)
Functional Areas
- Functional Areas (PDF, 139 KB)
- General rules for Branch and FA validation (DOCX, 22 KB)
- Valid FA codes by Branch and Region (PDF, 54 KB)
- Cross Reference - OY to NY Functional Area (PDF, 750 KB)
- Cross Reference - NY to OY Functional Area (PDF, 750 KB)
- Program Inventory Request Form (XLSX, 66 KB)
- Coding Change Form, FA (XLSX, 91 KB)
Internal Orders / Work Breakdown Structures
- National Learning Codes
- Other IO Codes, please contact your FMS