Where can I find system training?
User Guides and reference documents are available for the different Kuali Financial System (KFS) document types and features below. A Training instance is also available and may be utilized together with the user guide for a hands-on practice experience. To access the Training instance, click on the foregoing link and use your UH username and password.
For questions about KFS, please contact Fiscal Services Office.
Manually scroll down or click item below to jump to desired training category:
- Accounts Receivable
- Budget
- Capital Assets Management
- Chart of Accounts
- Deposits
- Effort Reporting
- Financial Processing
- General
- Journal Entries
- Labor Ledger
- Purchasing
- Vendors
- JasperReports Server
- Reports
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Accounts Receivable
Training Manuals and References
Accounts Receivable Biller & Processor – Training Manual
Customer Maintenance User Guide
Customer Invoice User Guide
Creating an AR Organization
Dishonored Check (DM) Invoice User Guide
Overpayment Refund
Payment Error Correction – Wrong Amount
Payment Error Correction – Wrong Invoice
Process an AR Payment
Run AR Aging Report
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Budget
Training Manuals and References
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Capital Assets Management
Training Manuals and References
Capital Assets Management – Training Manual
Capitalization Financial Processing Edoc
Creating a Requisition for a Capital Asset Purchase User Guide
Tips of the Week
Deleting a Capital Asset on a Requisition
Requesting a New Building Code or Room Number (04/24/2013)
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Chart of Accounts
Training Manuals and References
Account Delegate Global User Guide
Account Delegate User Guide
Account Global User Guide
Account Maintenance User Guide
Account Supervisor Delegate User Guide
Organization User Guide
Sub-Account Maintenance User Guide
On-Line Tutorials
Account Delegate Model On-Line Training (PPSX) (length: 14:43)
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Deposits
Training Manuals and References
Deposits – Advance Deposit and Credit Card Receipt User Guide
On-Line Tutorials
Deposits On-Line Training (PPSX) (length: 11:57)
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Effort Reporting
Training Manuals and References
Effort Reporting – Training Manual
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Financial Processing
Training Manuals and References
Disbursement Voucher User Guide
DV Payment Reason Payee Types and Object Codes List
Distribution of Income and Expense User Guide
General Error Correction User Guide
Pre-Encumbrance User Guide
Internal Billing User Guide
Intra-Account Adjustment
Recall Action
SAP Concur PCard User Guides (Cardholder/DC/FA)
SAP Concur PCard User Guides (DC/FA only)
Searching for Check or ACH Payments to Vendors
Searching for Concur PCDO General Ledger Entries in KFS
Searching for KFS PCDOs
Service Billing User Guide
Transfer of Funds User Guide
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General
Training Manuals and References
Import Accounting Lines User Guide
General Ledger Balance Inquiries User Guide
KFS Document Type Matrix
Kuali Glossary
Overview and Introduction to KFS User Guide
Search Criteria Quick Reference Guide
Searching for Check/ACH Payments to Vendors
Standard KFS eDoc Layout User Guide
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Journal Entries
Training Manuals and References
Distribution of Income and Expense User Guide
General Error Correction User Guide
Internal Billing User Guide
Pre-Encumbrance User Guide
Service Billing User Guide
Transfer of Funds User Guide
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Labor Ledger
Training Manuals and References
Error Certification
Labor Ledger Inquiries User Guide
Salary Expense Transfer User Guide
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Purchasing
Training Manuals and References
Creating a Requisition for a Capital Asset Purchase User Guide
Creating a Requisition from a SuperQuote Award User Guide
Creating a Requisition User Guide
Open Encumbrance Enhancements
Purchase Order – Additional PO Functions User Guide
Purchase Order Amendment User Guide
Purchase Order Print Enhancement
Purchase Order User Guide
PURAP $ Specification Enhancement
PURAP Encumbrance Workshop Manual
Unmasked PO Number Enhancement
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Vendors
Training Manuals and References
Searching for Check/ACH Payments to Vendors
Vendor Maintenance User Guide
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JasperReports Server
Data Dictionaries
Account & Award Attribute
Account Attributes
AR Consolidated
Award Organizations
CAM Payments
Capital Assets
CG Balance
CG Financial Trans
Credit Memo Detail
Disbursement Voucher (DV) Detail
GL Balance
GL Financial Trans
Labor Ledger
Object Code
Open Commitment Detail
Payment Request (PREQ) Detail
PDP with Account
PO Summary
PO with Line Item Detail
Sub Object Code
References
eThority to JasperReports Server Conversion
JasperReports Server Differences from eThority
JasperReports Server FAQs
JasperReports Server Folder Structure
JasperReports Server Instructions
JasperReports Server Reports Scheduler
JasperReports Server Version 7.8 Interface
TIBCO JasperReports Server User Guide
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Reports
References
Cash Balance Report (GLB010)
KFS Report Dictionary
KFS Report Samples