Chart: What do we need to setup a new unit with Chart?
Please provide your 3-digit org code and who you would like to have manager/viewer access.
setup a new unit with Chart
Download the attached ChartOfAccountsImportTemplate and populate it with information specific to your org. Please make sure the “owner” is the person that should approve the purchase and “user” should be anyone that can spend on that account.
Email this information and any questions you have to email@example.com. Engineering IT will contact you shortly after the information is received.