Class Descriptions and Registration

General KFS User Training

 

eDocs: Transfer of Funds and Budget Adjustments – How they impact the budget process

The course covers the impact Transfer of Funds and Budget Adjustment eDocs have on the budgeting process.  Incudes a refresher on the changes that were made related to transfers and budget adjustment that were effective in FY17. The course will discuss hypothetical situations and the appropriate transfer and budget adjustment object codes to use.

This is an instructional class (hands-on lab). Multiple courses offered beginning January 17th.  Sign up now!

Presentation: eDocs: Transfer of Funds and Budget Adjustments.

Prerequisite: KFS - Introduction to KFS and Transactional eDocs

eDocs :Transactional eDocs

Provides an overview of typical day-to-day transactional eDocs.  These eDocs include: Transfer of Funds (TF), Budget Adjustments (BA), Single Sided Budget Adjustments (SSBA), Internal Billings (IB), Distribution of Income/Expenses (DI), Salary Expense Transfers (ST), General Error Correction (GEC), and Intra-Account Adjustments (IAA).  This course will explore each eDoc, their appropriate uses and a guide to help identify which eDoc to use for various situations.

This is an instructional class (hands-on lab). Multiple courses offered beginning March 1st. Sign up now!

Prerequisite: Kuali Financial System: Introduction to KFS; KFS User.  

Budget Construction

 

Budget Construction Refresher

For existing Budget Construction users who completed the full Budget Construction training last year, this course will provide a refresher to the Budget Construction module. In addition, the course will discuss any changes made to Budget Construction, as well as a review of tips and suggestions to help simplify the budgeting processes.  There will be a short Power Point presentation followed by hands on practice in a test system.

This is an instructional class (hands-on lab). Multiple courses offered beginning February 14th.

Presentation: Budget Construction Refresher

Prerequisite: Recommended for employees who completed last year’s Budget Construction training. Sign up now!

 

Budget Construction Training

Attendees will gain a functional understanding of how to enter fiscal year budgets into Budget Construction. This hands-on course will allow attendees to work within the actual module. In addition, there will be an overview of the University’s Budgeting Process, including 2-Ledger (University Supported Accounts) and Non-2-Ledger Accounts.

This is an instructional class (hands-on lab). Multiple courses offered beginning February 16th.

Prerequisites: KFS User, Setup as a BC Processor Sign up now!

WILBUR CROSS BUILDING - GARDEN LEVEL

Fiscal & Administrative Training Center Sign