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Predefined Workflow

One of the things you won’t need to do in KFS is pick an approver. Each specialized e-doc comes with predefined workflow. You can trust that each fiscal officer has defined delegates for when they are...

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Trade in your F-keys

F8 to go forward, F9 to reload, F10 to approve…if you’re an APPS user, these and umpteen other function key definitions are engraved in your memory so you can get your work done. But you can say good...

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You’ve got KFS mail.

You’ve heard that workflow will be the core of the new KFS world, and that it will be predefined. But have you heard that you—yes, you—will be able to add new individuals into the standard workflow?...

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Purchasing, Routing, and Approvals

Similar to today’s purchasing web form, a casual user will be able to create requisitions in KFS with basic information and without knowing the account number. But she won’t select the person to...

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Capital Assets Processing

One of the huge benefits of the Kuali Financial System is that all its modules are integrated. By example, whenever a capital object code is used in a KFS e-doc, the transaction will automatically be...

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Better Compliance for Effort Certification

Effort certification is one of the highest compliance risks for the university; both internal and external auditors audit it routinely. The KFS Effort module will provide tools to assist with this type...

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Effort Certification and Routing

As I mentioned in my last post, effort certifications will be routed to the project director associated with each account on the award. Where a particular award has several accounts, it can be routed...

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KFS Fiscal Officer Delegations

Expertise on sponsored, financial management and budget issues often resides outside of an FTC/BSC and may therefore require delegation of authority outside of an FTC/BSC, carrying with it the...

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Tips for Month End

As we’ve discussed here before, in KFS, month end is month end, even if it occurs on a Saturday or Sunday! When a month ends on a weekend, we will make every effort to keep the system available....

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Making Purchases on Expired Accounts

There is a business rule in KFS that prohibits users from creating Requisitions (REQ) on expired accounts. While this may present an administrative inconvenience it does provide a mechanism to ensure...

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