Knowledge Base
Reports
Overview
Document Fundamentals
- Document Header
- Document Overview
- Accounting Lines Tab
- Accounting Line / Line Item Imports - How To
- Accounting Lines for Capitalization, Create and Modify Asset tabs
- General Ledger Pending Entries
Accounts Receivable (AR)
- Payment Application Adjustment (APPA)
- Billing and Processing Organizations
- System Information
- Organization Options
- Organization Accounting Defaults
- Customer
Capital Asset Management (CAMS)
- Retiring Assets using the Asset Retirement Global
- Asset Fabrication and Control Assets
- Capital Asset Management Batch Jobs
- Capital Asset Builder (CAB)
- Managing Assets
- CAMS Date fields
Chart of Accounts (COA)
- Open/Close Fiscal Periods Automatically
- Designing Your Chart of Accounts
- Chart
- Organization
- Sub-Account
- Object Code
Contracts & Grants (CG)
- Contracts & Grants Batch Jobs
- Proposal
- Contracts & Grants Reference Tables
- Catalog of Federal Domestic Assistance (CFDA)
- Contracts & Grants Parameters
- Contracts and Grants Roles
Contracts & Grants Billing (CGB)
- CGB - Set Up Check List
- Contracts & Grants Invoice
- Billing Frequency
- Cost Category
- Letter of Credit
- Milestone Schedule
Effort Certification (EC)
Financial Processing (FP)
- The GLT compared to the GEC & IAA
- General Ledger Transfer (GLT)
- Disbursement Voucher - Prevent Duplicate Payments
- Sales Tax
- Accounting Line Import Templates
- General Ledger Transfer (GLT) Administration
General Ledger (GL)
- Encumbrance Update Code
- Collector Flat and XML Files
- Balance Type Code
- scrubberJob
- Scrubber Files
- posterJob
Labor Distribution (LD)
Pre-Disbursement Processor (PDP)
- Pre-Disbursement Processor Batch Processes
- PDP Payment Upload File Format
- PDP Disbursements, Bank Codes and Disbursement Number Ranges
- Pre-Disbursement Processor Reference Tables
- Pre-Disbursement Processor Parameters
- Pre-Disbursement Processor Roles
Purchasing / Accounts Payable (PURAP)
- Receiving Threshhold
- Automatic Close Purchase Order Batch Job
- Automatic Purchase Order Rules
- PURAP - Accounting Line and Line Item Import Templates
- Requisition - Commodity Reviewer Permission
- Purchasing / Accounts Payable Reference Tables
System (SYS)
Vendor (VND)
Sufficient Funds Checking
Batch
Configuring Kuali Financials
System Administration
- Adding a new document type
- 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
- Super User
Year End
Workflow
- Document Configuration - Workflow/Responsibilities
- Action Policy Code
- Route Nodes
- Document Hierarchy
- Action List
- Delegations
Testing Instructions and Resources
- Cash Receipt and Cash Management - Final Deposit
- CGB - Awards, Accounts, Customers and Fund Managers
- CGB - Creating Proposals, Accounts & Awards
- CGB - Loading transactions to test Cost Reimbursable invoices
- Configuring Non-Production Email Notifications
- Creating a Capital Asset using Asset Global (Add)
Technical
- Oracle Java 8
- Refactored Lookups and Create / Maintain Records permission
- Removal of Git change log in Financials
- S3 Attachment Service for KFS and Rice
- Technical - Configuring SSO (single sign-on)
- Technical - Financials APIs