Knowledge Base
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)
- Billing and Processing Organizations
- System Information
- Organization Options
- Organization Accounting Defaults
- Customer
- Customer Invoice
Capital Asset Management (CAMS)
Chart of Accounts (COA)
- Designing Your Chart of Accounts
- Chart
- Object Code
- Closing an Account
- Chart of Accounts Reference Tables
- Chart of Accounts Parameters
Contracts & Grants (CG)
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)
- Balance Type Code
- scrubberJob - Overview
- scrubberJob - Data Validation
- scrubberJob - Continuation Account
- scrubberJob - Pre-Scrubber
- scrubberJob - Offset Generation
Labor Distribution (LD)
Pre-Disbursement Processor (PDP)
Purchasing / Accounts Payable (PURAP)
System (SYS)
- System Reference Tables
- Rice Reference Tables
- Access Security Parameters
- Rice and Workflow Parameters
- System Parameters
- System Roles
Vendor (VND)
Sufficient Funds Checking
Batch
Configuring Kuali Financials
System Administration
- What does a System Administrator do?
- Help Desk Support Tools
- Super User
- Message of the Day
- Sensitive Data
- File Uploads
Year End
Workflow
Testing Instructions and Resources
- Accounts and Files to use when Testing in Monsters
- CGB - Awards, Accounts, Customers and Fund Managers
- CGB - Loading transactions to test Cost Reimbursable invoices
- How to Create a Capital Asset via Purchasing/Accounts Payable
- How to Create Effort Certification Documents
- How to Run Batches