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)
- Payment Application Adjustment (APPA)
- Customer Invoice (INV) Accounting Line Import Template
- Billing and Processing Organizations
- System Information
- Organization Options
- Organization Accounting Defaults
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 Parameters
- Chart of Accounts Reference Tables
- Chart of Accounts Roles
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)
- General Ledger Transfer (GLT)
- The GLT compared to the GEC & IAA
- Advance Deposit
- Auxiliary Voucher
- Budget Adjustment and Year End Budget Adjustment
- Cash Receipt, Cash Management and Cash Drawer
General Ledger (GL)
- encumbranceForwardJob
- collectorJob
- balanceForwardJob
- Encumbrance Update Code
- Collector Flat and XML Files
- Balance Type Code
Labor Distribution (LD)
- Salary Expense Transfer and Year End Salary Expense Transfer
- Labor Ledger Flat File Format
- Labor Ledger Correction Process
- Benefit Expense Transfer and Year End Benefit Expense Transfer
- Setting up Labor Distribution to calculate benefits
- Labor Journal Voucher
Pre-Disbursement Processor (PDP)
- Search for Payment
- Format Checks / ACH
- Customer Profile
- Payee ACH Account
- ACH Bank
- Pre-Disbursement Processor Batch Processes
Purchasing / Accounts Payable (PURAP)
- Contract Manager Assignment and Contract Manager
- Automatic Close Purchase Order Batch Job
- Automatic Purchase Order Rules
- Electronic Invoice Item Mapping
- Item Type
- Payment Request
System (SYS)
See all 19 articlesVendor (VND)
See all 7 articlesSufficient Funds Checking
Batch
Configuring Kuali Financials
System Administration
- Enabling Backdoor Login in a non-prod environment
- Environment Matrix
- Person
- Document Type
- The Document cannot be Saved or Routed...
- Canceling documents on others behalf aka Super User Cancel
Year End
Workflow
- Object Code Routing
- Organization Review
- Workflow Parameters
- Responsibility
- Action Policy Code
- Route Nodes
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
Reports
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