Knowledge Base
Overview
Document Fundamentals
- Fiscal Period Dropdown
- Document Header
- Document Overview
- Accounting Lines Tab
- Import Lines - How To
- Accounting Lines for Capitalization, Create and Modify Asset tabs
Accounts Receivable (AR)
- Payment Application Adjustment (APPA)
- Accounts Receivable Batch Jobs
- Accounts Receivable Parameters
- Accounts Receivable Reference Tables
- Accounts Receivable Reports
- Accounts Receivable Roles
Capital Asset Management (CAMS)
- Asset - edit
- Asset - separate
- Asset Fabrication and Control Assets
- Asset Global (Add)
- Asset Location Global
- Asset Lookup and Asset Payment Lookup
Chart of Accounts (COA)
- Account and Account Global
- Accounting Period
- Chart
- Chart of Accounts Batch Jobs
- Chart of Accounts Parameters
- Chart of Accounts Reference Tables
Contracts & Grants (CG)
- Agency
- Award
- Award Balances
- Catalog of Federal Domestic Assistance (CFDA)
- Contracts & Grants Batch Jobs
- Contracts & Grants Parameters
Contracts & Grants Billing (CGB)
- Additional Fields and Tabs - Agency
- Additional Tabs and Fields - Award
- Billing Frequency
- CGB - Set Up Check List
- Contracts & Grants Billing Batch Jobs
- Contracts & Grants Billing Reference Tables
Effort Certification (EC)
Financial Processing (FP)
- Adjustment/Accrual Voucher
- Advance Deposit
- Budget Adjustment and Year End Budget Adjustment
- Cash Receipt, Cash Management and Cash Drawer
- Credit Card Receipt
- Disbursement Voucher
General Ledger (GL)
- Available Balances
- Balance Type Code
- balanceForwardJob
- Balances by Consolidation
- Cash Balances
- Collector Flat and XML Files
Labor Ledger (LD)
- laborEncumbranceAdjustmentJob
- Account Status (Base Funds)
- Account Status (Current Funds)
- Benefit Expense Transfer
- Calculated Salary Foundation
- Employee Funding
Pre-Disbursement Processor (PDP)
- pdpEmployeeACHAccountLoadJob
- ACH Bank
- Customer Profile
- Disbursements, Bank Codes and Disbursement Number Ranges
- Format Checks / ACH
- Payee ACH Account
Purchasing / Accounts Payable (PURAP)
- Automatic Close Purchase Order Batch Job
- Automatic Purchase Order Rules
- Contract Manager Assignment and Contract Manager
- Electronic Invoice Item Mapping
- Electronic Invoice Reject Document (EIRT)
- Item Type
System (SYS)
- hrLoadJob
- Access Security
- Access Security Parameters
- Bank and Bank Offsets
- Disbursement Voucher and Payment Request Duplicate Payment Check
- Document Type Hierarchy
Vendor (VND)
Workflow (WKFLW)
- Action List
- Action Policy Code
- Delegations
- Enabling Backdoor Login in a non-prod environment
- Object Code Routing
- Organization Review
Batch
Configuring Kuali Financials
System Administration
- Environment Matrix
- Clearing Cache on the Action List/Single Page
- The Document cannot be Saved or Routed...
- Canceling documents on others behalf aka Super User Cancel
- What does a System Administrator do?
- Help Desk Support Tools
Year End
Reports
Technical
- Kuali Financials: Open Source and AWS Implementations
- Oracle Java 8
- Refactored Lookups and Create / Maintain Records permission
- Removal of Git change log in Financials
- S3 Attachment Service for KFS
- Technical - Financials APIs
Testing Instructions and Resources
- Access Security in Monsters
- Cash Receipt and Cash Management - Final Deposit
- CGB - Awards, Accounts, Customers and Fund Managers
- CGB - Loading transactions to test Cost Reimbursable invoices
- Configuring Non-Production Email Notifications
- Creating a Capital Asset using Asset Global (Add)