Users new and old alike are invited to enroll in our array of KFS classes either online or in a traditional classroom setting. Current in-person training sessions are listed below. Classes may be rescheduled if attendance minimum is not met. If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu or 949-824-7001.
KFS Classroom Training Schedule
| Class Title | Date | Time |
| KFS Basics | 04-10-19 | 1:30pm - 3:30 pm |
| KFS TEM Travel Reimbursement | 04-16-19 | 8:30 am - 11:45 am |
| KFS Fiscal Officer Training | 04-18-19 | 9:30 am - 11:30 am |
| KFS TEM: ENT Event/Meeting Reimbursements | 04-24-19 | 1:30pm - 3:30 pm |
| Decision Support Training | 04-25-19 | 9:30 am - 11:00 am |
| KFS FT Disbursement Voucher | 05-01-19 | 1:30 pm - 3:00 pm |
Location for all classes: OIT Training Lab Anteater Instruction Research Building – AIRB 1020
Register to attend via the UC Learning Center website: Registration is required to attend a class and must be done through UC Learning Center (UCLC). If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu or 949-824-7001.
KFS Online Training
Don't have time for traditional classroom training or is there nothing available right now? You can sign up and take KFS "e-courses" on the UC Learning Center website: www.uclc.uci.edu.
New website based training and guides are available for KFS Basics, Entertainment Reimbursement, Travel Reimbursement, and Disbursement Voucher eDocs.
All help guides can be found on the KFS Help Guides and Instructions page.
Suggested for all Financial System Users
|
Online eCourse |
Description |
In-Person Training Class Equivalent |
|
This KFS Basics course has been designed for all employees who require access to the Kuali Financial System (KFS). The course will cover the basics of KFS, teach users how to access KFS, navigate the system, become familiar with new KFS terminology and symbols go over the general layout and workflow of all KFS eDocs. |
KFS Basics |
The KFS Basics is no longer available on UCLC. Please see our KFS Basics web page.
Suggested for all Reimbursement Processors
|
Online eCourse |
Description |
In-Person Training Class Equivalent |
|
TEM Beginning Travel |
This KFS Travel and Event Management course is designed for employees who prepare or approve payments and/or reimbursements for travel expenses. The main focus of this course is the Travel Authorization (TA) eDoc. The TA eDoc is new, and in addition to authorizing upcoming travel and processing cash advances for travelers prior to their trips. |
KFS TEM: Travel Reimbursements |
|
TEM Advanced Travel |
This class is designed for anyone who prepares or approves payments and/or reimbursements for travel expenses. The main focus of this course is the Travel Reimbursement (TR) eDoc. It allows preparers to process reimbursements for travel expenses and can also import travelers’ corporate card expenses and preparers’ CTS card expenses. |
KFS TEM: Travel Reimbursements |
|
TEM ENT Event/Meeting and Reimbursements |
This class (which can be completed online or in a classroom) is designed for anyone who prepares or approves payments or reimbursements for event, meeting, or entertainment expenses. The Event/Meeting/Entertainment Reimbursement (ENT) eDoc can import requesters’ Corporate Travel card expenses and preparers’ CTS card expenses. |
KFS TEM: ENT Event/Meeting Reimbursement |
|
TEM RELO Moving and Relocation Reimbursement |
This online course is designed for anyone who prepares or approves payments and/or reimbursements for moving, removal, and/or relocation expenses. The main focus of this course is the Moving and Relocation Reimbursement (RELO) eDoc. It allows preparers to process reimbursements for moving, removal, and/or relocation expenses and can import requesters’ Corporate card expenses and preparers’ CTS card expenses. |
Online Only |
|
Disbursement Voucher |
This online course is designed for all employees that will be processing reimbursements/disbursements in the Kuali Financial System (KFS). |
KFS Disbursement Voucher |
Register to attend via the UC Learning Center website: www.uclc.uci.edu. If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu or 949-824-7001.
Suggested for all Financial Management/Fiscal Officers
|
Online eCourse |
Description |
In-Person Training Class Equivalent |
|
Budget Adjustment |
The Budget Adjustment or Budget Appropriation Transaction is used to adjust current budget. |
KFS Financial Transactions |
|
General Error Correction |
The General Error Correction is a financial document that allows users to adjust or correct financial entries already posted on the ledger. |
KFS Financial Transactions |
|
Internal Billing |
The Internal Billing Document is used to recharge different departments within UC Irvine. |
KFS Financial Transactions |
|
Pre-Encumbrance |
The Pre-Encumbrance document can be used to set encumbrances within an Account for projections and planning. |
KFS Financial Transactions |
|
Decision Support Basics |
Covers basic usage on how to run and view financial reports. |
KFS Decision Support |
Register to attend via the UC Learning Center website: www.uclc.uci.edu. If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu or 949-824-7001.