Knowledge Base

Overview

• Kuali Financials Modules
• Kuali Financials Concepts
• Navigating through Kuali Financials
• Actions that can be taken on a Document
• Document Search
• Accounting Line / Line Item Imports - How To

Document Fundamentals

• Document Header
• Document Overview
• General Ledger Pending Entries
• Notes and Attachments
• Ad Hoc Recipients
• Route Log

Chart of Accounts

• Chart
• Object Code

Contracts & Grants Billing (CGB)

• CGB - Set Up Check List
• CGB - Additional Fields and Tabs - Agency
• CGB - Additional Tabs and Fields - Award
• CGB - Additional Fields and Tab- Customer
• CGB - Additional Maintenance Tables
• CGB - Manually Creating Contracts & Grants Invoices

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Financial Processing (FP)

• The GLT compared to the GEC & IAA
• General Ledger Transfer (GLT)
• Cash Control Payment Mediums
• Accounting Lines Tab
• Sales Tax
• Accounting Line Import Templates

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Sufficient Funds Checking

• Financial Processing Documents

General Ledger

• scrubberJob - Overview
• scrubberJob - Data Validation
• scrubberJob - Continuation Account
• scrubberJob - Pre-Scrubber
• scrubberJob - Offset Generation
• scrubberJob - Transaction Generation

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Batch

• Accessing Logs, Reports and Files - Batch File

Capital Asset Management (CAMS)

• CAMS - Manual Asset Payment Accounting Line Import Template

Labor Distribution (LD)

• LD - Labor Journal Voucher Accounting Line Import Template

Purchasing / Accounts Payable (PURAP)

• PURAP - Accounting Line and Line Item Import Templates

Configuring Kuali Financials

• Institution Configuration
• Financial Parameters
• Reference Data
• Configuring Non-Production Email Notifications

System Administration

• General Ledger Transfer (GLT) Administration
• What does a System Administrator do?
• Help Desk Support Tools
• Super User Action
• Message of the Day
• User Administration

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Workflow

• Action List
• Document Hierarchy
• Delegations
• Route Status

Testing Instructions and Resources

• CGB - Awards, Accounts, Customers and Fund Managers
• CGB - Loading transactions to test Cost Reimbursable invoices
• How to Create Effort Certification Documents
• How to Run Depreciation
• Running Batches - Batch Schedule

Technical

• Oracle Java 8
• S3 Attachment Service for KFS and Rice
• Technical - Configuring SSO (single sign-on)
• Technical - Financials APIs
• Technical - Lookup Migrations

Integrations

• Kuali Financials / Kuali Research Integration

User Documentation

• Overview and Introduction to the User Interface
• Guide to the Accounts Receivable Module
• Guide to the Capital Asset Management Module
• Guide to the Chart of Accounts
• Guide to the Contracts & Grants Module
• Guide to the Effort Certification Module

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