Shared per request of iO Change Management Team
The Financial Management Guidebook and Chart of Accounts (CoA) Quick Reference Guides (QRGs) are now available to you on the imagineOne website under the Chart of Accounts Redesign menu. These resources will provide you with an opportunity to support your learning and think about the way we do business as we approach go-live July 1, 2021.
The Financial Management Guidebook is intended to serve as a reference document for financial administrators across campus as we transition from the Banner FOAPAL to the Oracle CoA. The Guidebook contains an overview of and instruction on use of the CoA and will provide direction on key concepts of fund and program management along with transaction level description and examples. The QRGs, on the other hand, highlight a handful of key concepts from the Guidebook in a simple, summarized format for quick reference.
You can also find recordings of the imagineOne Roadshows and that will provide you with an opportunity to see how the new CoA works in practice and help prepare you for training. If you have questions surrounding the Guidebook or QRGs, please reach out to the imagineOne Project Team at imagineOne@rice.edu.
