All KFS Training classes are instructed-led using Zoom.
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.
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.
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.
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 hour.
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.