How Do I Add a COA in Spinup?

Adding a Chart of Accounts (COA) to your Spinup Space is required for billing purposes when using paid resources. This guide explains how to add or update a COA in an existing Space.

Prerequisites

• You must be the Space owner or have appropriate permissions to edit the Space.

• A valid COA string must be provided by your business office or department administrator.

Steps to Add or Update a COA

1. Log in to Spinup
   Go to https://spinup.internal.yale.edu and sign in with your Yale NetID.

2. Navigate to Your Space
   From the homepage, click the name of the Space where you want to add or update the COA.

3. Open Space Settings
   Click the Settings tab located within your Space dashboard.

4. Edit the COA Field

   • Find the COA section.

   • Enter or update the COA string. Ensure there are no typos.

5. Save Your Changes
   Click Save to apply the new billing information.

Note: If you are unsure which COA string to use, reach out to your department administrator or financial coordinator.

FAQs

• Do TryIT Spaces need a COA?
  No. TryIT Spaces are free and do not require a COA.

• What happens if the COA is incorrect?
  Charges may not be processed correctly. Always verify your COA with your department.

Need Help?

If you encounter issues:

• Contact the Spinup team at spinup@yale.edu

• Join the #spinup channel on Yale Slack for real-time assistance

Keeping your COA information up to date ensures accurate billing and helps avoid service disruptions for your Spinup resources.