Training

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All KFS Training classes are instructed-led using Zoom.

Accounts Receivable

This class will provide an overview of the KFS Accounts Receivable (AR) module of the Kuali Financial System (KFS) for billing non-student receivables, creating invoices, issuing credit memos, tracking outstanding receivables, and viewing data regarding customer charges and payments. This class has a run time of 2.0 hours.

Chart of Accounts

This class will provide an overview of the KFS chart of accounts structure and is designed for individuals who will create non-sponsored accounts in KFS. Users will learn how to create a non-sponsored account; copy an existing account to request a new account; and view available balances by account number and view transactions by document number. Users will also learn how to view organizational hierarchy of an account, assign primary and secondary delegates to an account, assign an account delegate to multiple accounts and view Action List as a primary and secondary delegate. This class has a run time 2.0 hours.

Financial Processing

This class is designed for users who process accounting transfers. Users will learn how to create Distribution of Income and Expense (DI), Auxiliary Voucher (AV) and General Error Correction (GEC). Users will also learn to complete a Transfer Funds (TF), Internal Billing (IB) and Service Billing (SB) eDocs. This class has a run time of 2.0 hours.

Labor

This class is designed for individuals who perform payroll transfers using the Salary Expense Transfer document. This class also covers how to search for salary and fringe balances using the Account Status "Current Funds" Lookup screen. This class has a run time of 1.0 hours.

Purchasing

This class is designed for individuals who work with requisitions, purchase orders, create and maintain Vendors in KFS, and process miscellaneous payment requests (DV). Users will learn about the Purchase Order process for Automatic Purchase Orders (APO’s). In addition to APO's, users will learn how to create an electronic requisition with and without capital assets, print purchase orders, receive goods, and search for payment requests. Users will also learn how to create and maintain Vendors in KFS and create Disbursement Vouchers. This class has a run time of 3.0 hours.

EthicsPoint Manual

The EthicsPoint manual is a "how-to" training document for EthicsPoint, a UMD compliance reporting system, managed by Management Advisory Services (MAS). The manual can be found here:

EthicsPoint Training Manual 

Accounts Payable Training Video - March 2022

Basic KFS Reporting for Unrestricted Funds

This hands-on training introduces participants to the basic report options in KFS for unrestricted funds. Participants will be introduced to KFS report terminology, the Overview reports and structure, and how to run and download reports.

This training is recommended for UMD staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to KFS reporting.

Attendees should have a basic understanding of how to navigate through KFS prior to taking this training.  Additionally, a laptop and access to KFS Reports are required for training. 

To sign up for training, please go to UMD’s Training Calendar (training.umd.edu) and search for available dates/times.

KFS Budget Amendment Training Guide

This guide provides an overview of the Budget Amendment (BA) and how to process the BA form in KFS.  Please send questions regarding the training guide to bfa@umd.edu

Budget Amendment Training

Basic KFS Reporting for Unrestricted Funds

This hands-on training introduces participants to the basic report options in KFS for unrestricted funds. Participants will be introduced to KFS report terminology, the Overview reports and structure, and how to run and download reports.

This training is recommended for UMD staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to KFS reporting.

Attendees should have a basic understanding of how to navigate through KFS prior to taking this training.  Additionally, a laptop and access to KFS Reports are required for training. 

To sign up for training, please go to UMD’s Training Calendar (training.umd.edu) and search for available dates/times.