Activities:  

• Submit an on-line request to create a new index and FOAPAL.  All requests should be accurate, timely and properly supported and approved in accordance with instructions provided on the template. 
• Review unit indexes and FOAPALs routinely and particulary annually prior to fiscal year end. 
• Request closure/termination of indexes when no longer in use.  Request can be made via email or memo identifying the index to be closed and reason for closure.  The index should be reviewed and balanced and all outstanding encumbrances and recurring charges resolved prior to closure request.   

Timing:    As required 

Contact:  General Accounting

Resources: 

• Administrative Policies and Procedures Manual (APPM) at http://policies.wayne.edu/appm/
• General Accounting Staff
• Various job aids and forms at http://fisops.wayne.edu/accounting/index.php  including:
  • Fund Types
  • Program Expense Categories
  • Example of Org Structure and Code Levels

Template Link:  Request to Create Index link at https://fisops.wayne.edu/accounting/files/request_to_establish_new_account.pdf