Business and Financial Services

Kuali Cloud Training and Documents

• FAQs General Ledger Transfer GLT Document
• General Ledger Transfer GLT Document Guide
• Kuali Cloud and GLT Training PowerPoint
• Kuali Cloud and GLT Training Recorded Session

Financial Document Guides

• Adjustment/Accrual Voucher
• Advance Deposit
• Automated Journal Voucher (Prorate)
• Budget Adjustment
• Cash Receipt
• Disbursement Voucher
• Distribution of Income and Expense
• Document Type Code Quick Guide
• Internal Billing
• Internal Order

Financial Document Guides (continued)

• Line Item Receiving
• Nov 2019-KFS Upgrade Release Notes
• Overview of Document Layout
• Payment Request
• Pre-Encumbrance
• Transfer of Funds
• Travel Arranger
• Travel Authorization
• Travel Reimbursement
• Vendor Credit Memo

Forms

• What is KFS Access
• Instructions - Proper Procedures


• Instructions – Kuali Financial System
• Application for Kuali Financial System


• Instructions – Authorized Business Function Approvals Only
• Application for Authorized Business Function Approvals


• Instructions – Signature Authorization
• Application for Signature Authorization


• Instructions – Department Higher Authority (DHA) Authorization
• DHA Authorization Form


• TEM AR Customer Form

Kuali Trainings

• Account Create and Fund Accounting
• NEW! Kuali Account Create and Fund Accounting - Recorded MS Teams Training
• Kuali Balance Inquiries, Document Searches and Wildcards
• NEW! Kuali Balance Inquiry, Document Searches & Wildcards - Recorded MS Teams Training
• Kuali Basics
• NEW! Kuali Basics - Recorded MS Teams Training

Kuali Trainings (continued)

• Document Searches
• International and Group Travel
• Internal Order, Internal Billing, Disbursement of Income and Expense, and Line Item Receiving
• NEW! IO, IB, DI and LIR - Recorded MS Teams Training
• Line Item Receiving
• Out-of-State Travel and Travel Advances
• Journal Entry
• NEW! Kuali Journal Entry- Recorded MS Teams Training
• TEM Overview
• Travel Arrangers

Tools

• Account Delegate
• Account Global
• Department Higher Authority - How to Approve
• eName - How to Find
• IAA template
• Importing Lines on Financial Documents
• Logging into Kuali from Off Campus
• Moving Accounts Between Departments
• Object Code Cheat Sheet

Tools (continued)

• Object Code Listing with Definitions
• Sub Account Create
• Sub Object Code Create
• Sub-Fund Quick Tip Guide
• TEM Profile Step by Step
• Transfer of Funds Matrix
• Travelers - How to Approve
• Travel Documents - Searching
• Wildcards

Capital Equipment

• See Property Management