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Frequently Asked Questions

This page will be updated from time to time. If you have any questions or concerns please feel free to email fso@csusm.edu.

• What is the difference between Chargeback Codes and Class Codes?
  Class Codes are only associated with Department ID, while Chargeback Codes are associated with Account Codes, Fund Codes, Department ID, Class Codes, Program Codes and Project Codes.
• What is the difference between Delegation of Authority Form and Chartfield Request Form?
  The Delegation of Fiscal Authority Form delegates authority to an employee to approve certain fiscal transactions such as the purchase of goods and services, travel authorization, approval of invoices, expenditure transfers, budget transfers, procard and petty cash. A ChartField Request Form is intended to be used for the purpose of requesting to add, change, or delete a chartfield (Dept/Fund/Acct/Program/Class/Project/Chargeback Code). The chartfield request form does not authorize an employee to approve financial transactions.
• What is the difference between Delegation of Authority Form and PeopleSoft Access Request Form?

  The Delegation of Fiscal Authority Form delegates authority to an employee to approve certain fiscal transactions such as the purchase of goods and services, travel authorization, approval of invoices, expenditure transfers, budget transfers, procard and petty cash.

  • If you need someone to be able to approve the following: purchase of items for a department, travel expense, expenditure transfer, budget transfer, Delegation of Authority Form is the correct form.

  The PeopleSoft System Access Form is used to request new, modify existing or remove PeopleSoft user accounts. This includes access to finance, human resources and student administration information.

  • If you need someone to be able process datawarehouse report, procard adjustment, budget transfer and enter requisition on CFS, PeopleSoft System Access Form is the correct form.