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)
- Asset Transfer
- Asset - separate
- Equipment Loan/Return (ELR)
- Asset - edit
- Asset Global (Add)
- General Ledger Transactions and Purchasing/Accounts Payable Transactions
Chart of Accounts (COA)
- Accounting Period
- Open/Close Fiscal Periods Automatically
- Fiscal Officer Delegation (Account Delegate, Global and Model)
- Account and Account Global
- Designing Your Chart of Accounts
- Chart
Contracts & Grants (CG)
- Agency
- Contracts & Grants Batch Jobs
- Proposal
- Award
- Contracts & Grants Reference Tables
- Catalog of Federal Domestic Assistance (CFDA)
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)
- Distribution of Income and Expense and Year End DI
- Advance Deposit
- Auxiliary Voucher
- Budget Adjustment and Year End Budget Adjustment
General Ledger (GL)
- Encumbrance Update Code
- Collector Flat and XML Files
- Balance Type Code
- scrubberJob
- Scrubber Files
- posterJob
Labor Distribution (LD)
- Benefit Expense Transfer and Year End Benefit Expense Transfer
- Setting up Labor Distribution to calculate benefits
- Labor Journal Voucher - Offset Types
- LD - Labor Journal Voucher Accounting Line Import Template
- Labor Distribution Reference Tables
- Labor Distribution Parameters
Pre-Disbursement Processor (PDP)
- Customer Profile
- Payee ACH Account
- ACH Bank
- Pre-Disbursement Processor Batch Processes
- PDP Payment Upload File Format
- PDP Disbursements, Bank Codes and Disbursement Number Ranges
Purchasing / Accounts Payable (PURAP)
- Contract Manager Assignment and Contract Manager
- Receiving (Bulk, Line Item and Correction)
- Receiving Threshhold
- Automatic Close Purchase Order Batch Job
- Automatic Purchase Order Rules
- PURAP - Accounting Line and Line Item Import Templates
System (SYS)
Vendor (VND)
Sufficient Funds Checking
Batch
Configuring Kuali Financials
System Administration
- 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
- Organization Review
- Workflow Parameters
- Document Configuration - Workflow/Responsibilities
- Action Policy Code
- Route Nodes
- Document Hierarchy
Testing Instructions and Resources
- 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)
- Creating a Capital Asset via Purchasing/Accounts Payable
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