Use the new Organization Reconciler role to see all of your department’s Travel and Event Management (TEM) e-documents and Disbursement Vouchers (DV)

Sent to KFS-Update on February 2, 2015

This weekend the new Organization Reconciler role was added to the Kuali Financial System. This special role gives a user permission to view all of the TEM and/or DV e-documents in their department/organization. Organization Reconcilers can also add notes and attachments to these e-documents.

Access to the Organization Reconciler role is granted through the Kuali Security Access Maintenance System (KSAMS) by your Departmental Security Administrator (DSA). Once your DSA has given you the role, you should be able to view TEM and/or DV e-documents created by KFS users in your organization as well as access those that have accounting lines belonging to your organization.

Information for DSAs

In KSAMS, the role qualifier is by organization and is hierarchy based. For example, setting up an Organization Reconciler with a role qualifier at the school level would also give the user access to DVs generated by a department organization user in that school. Users can also be set up as Organization Reconcilers for multiple organizations.

Also note that when you set up the Organization Reconciler role, will need to specify several qualifiers: chart, organization code, and document type—either Disbursement Voucher (DV) or Travel Transaction (TT) e-documents.

If you have any questions, please contact the KFS help desk at 949-824-7001 or kfs@uci.edu.

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