Topics
Common Chart of Accounts (CCoA)
CoA Naming Conventions
Standard Activity Codes (for CoA Activity Segment)
Cash & Fund Management
Commonly Used Funds
Deposits & Cash Handling Instructions
Employee UC ANR Systems Access
Extended Leave/Sabbatical Checklist
Statement of Cash Collections: Naming Conventions
For Awards
Invoice Lookup in Aggie Enterprise (AE) Punchouts
Viewing Award Invoices in AE Contract Management
Procurement & Payment Systems
4-H Volunteer Management Organization (VMO) Payment Process
Candex Instructions
Procurement Card Limit Adjustment Procedures
Sponsorship & Donations
Format: PDF
Instructions: Instructions for use of Volunteer Management Organization payment process to reimburse volunteers.
Last Updated: October 2025
Candex Payments
Format: PDF
Instructions: Instructions for use of Candex for general Honorarium payments and honorarium payments made to research participants.
Last Updated: July 2025
Guidelines for CoA Segment Description Naming Convention
Format: PDF
Responsible Unit & Instructions: UC ANR-wide reference for naming of segments within Aggie Enterprise Chart of Accounts (CoA).
Last Updated: February 2025
Format: PDF
Responsible Unit & Instructions: UC ANR-wide reference for the fund segment of the Aggie Enterprise Chart of Accounts (CoA).
Last Updated: August 2025
Format: PDF
Responsible Unit & Instructions: Business Operations Center
Last Updated: July 2025
Employee UC ANR System Access
Format: PDF checklist
Responsible Unit & Instructions: Business Operations Center
Instructions for gaining new employees access to needed UC ANR systems relevant to business operations.
Last Updated: February 2025
Extended Leave/Sabbatical To Do List
Format: PDF Fillable Checklist
Responsible Unit & Instructions: This document lists items that must be submitted to the BOC prior to the beginning of a sabbatical or other extended leave.
Last Updated: January 2025
Invoice Lookup in Aggie Enterprise Punchout Catalogs
Format: PDF
Use for: Look up and download the invoice from these punchouts if you've used a Project Portfolio Management (PPM) COA
Last Updated: December 2025
Format: PDF Instructions - fillable checklist
Description: Offboarding checklist for employees leaving UC ANR. This list covers what needs to be submitted and to whom within BOC. Note: other offboarding tasks may be required by other departments (e.g., return your key fob to UC ANR Facilities if you work at the 2nd Street Building); in those cases, you'll need to contact that department.
Last Updated: April 2025
Sponsorship & Donations
Format: PDF Instructions
Description: This flowchart covers processing sponsorships and donations to non-UC parties/sponsorship of 3rd party events/activities.
Last Updated: February 2020
Standard Activities (Chart of Accounts)
Format: PDF
Description: Table outlining standard activities to be used for Counties/Units that have funds with multiple tasks that need further identification.
Last Updated: July 2025
Format: PDF
Description: Routing and approval flow when requesting to adjust P-Card limits.
Last Updated: February 2025
SCC Form Naming Conventions
Format: PDF
Description: Standard operation procedures for filling out the Statement of Cash Collections Form.
Viewing Award Invoices
Format: PDF
Description: Instructions for how to look up award invoices in Aggie Enterprise Contract Management.
Last Updated: December 2025