Learn KFS: Online and Classroom Training

Users new and old alike are invited to enroll in our array of KFS classes. Current training sessions are listed below. Classes may be rescheduled if the attendance minimum is not met. If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu.

KFS Zoom/Instructor-Led Training Schedule

All Instructor-led (live) classes will be held via Zoom. A calendar invite & link to join the session will be emailed to pre-registered participants on UCLC, before the start of the class.

New classes are always being added. If you missed the class that you want to take, check back later for more dates.

Class Title Date Time
TEM: Travel Reimbursements 04-09-24 8:30 a.m.-11:45 a.m.
KFS: Basics Course 04-12-24 10:00 a.m.-12:00 p.m.
Fiscal Officer Training 05-02-24 09:30 a.m.-12:00 p.m.
KFS TEM: ENT EVENT/MEETING AND REIMBURSEMENTS 05-07-24 1:30 p.m.- 4:45 p.m.
KFS Financial Transactions (FT): Disbursement Voucher 05-09-24 10:00 a.m.-12:00 p.m.
KFS: General Error Correction (GEC) 05-14-24 1:30 p.m.-3:30 p.m.
KFS: BUDGET APPROPRIATION TRANSACTION (BAT) 05-16-24 10:00 a.m.-12:00 p.m.
TEM: TRAVEL REIMBURSEMENTS 05-21-24 8:30 a.m.-11:45 a.m.
KFS: BASICS COURSE 05-23-24 10:00 a.m.-12:00 p.m.
KFS: BUDGET APPROPRIATION TRANSACTION FISCAL YEAR END (BAT) 06-25-24 1:30 p.m.-3:30 p.m.
KFS GENERAL ERROR CORRECTION FISCAL YEAR END (GEC) 06-27-24 10:00 a.m.-12:00 p.m.
KFS: BUDGET APPROPRIATION TRANSACTION FISCAL YEAR END (BAT) 07-03-24 1:30 p.m.-3:30 p.m.
Register on UCLC

Register to attend via UC Learning Center: 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.

Kuali Financial System Training

Suggested for all Financial System Users. Most of our classes are available via an online guide that allows users to go at their own pace to learn how to complete a KFS eDoc.

Some online and Live Zoom classes are available through the UC Learning Center.

Title Description Online Guide Instructor-Led Training (UCLC) UCLC eCourse
Kuali Financial System Basics This course will teach users how to access KFS, navigate the system, and go over the general layout of KFS eDocs. Kuali Financial System Basics Guide KFS: Basics Course
(Keywords: KFS Basics)
KFS TEM: Travel Reimbursement This course will teach users how to access, complete, and submit a Travel Reimbursement (TR) eDoc, and how to pay users’ corporate card expenses or CTS card expenses. Travel Reimbursement (TR) eDoc Guide KFS TEM: Travel Reimbursements
(Keywords: Travel Reibmrusements)
KFS TEM: Ent Event/Meeting and Reimbursements This course will teach users how to access, complete, and submit an Entertainment Reimbursement (ENT) eDoc, and how to pay users’ corporate card expenses or CTS card expenses. Entertainment Reimbursement (ENT) eDoc Guide KFS TEM: ENT Event /Meeting and Reimbursements
(Keywords: Entertainment Reimbursement)
KFS Financial Transactions (FT): Disbursement Voucher This course will teach users how to access, complete, and submit a Disbursement Voucher.

Disbursement Voucher eDoc Guide

KFS Financial Transactions (FT): Disbursement Voucher
(Keywords: Disbursement Voucher)

Fiscal Officer Training This course outlines the KFS Chart of Accounts, Workflow, and General Ledger. The information provided is designed for Fiscal Officers and Financial Managers in units and departments.

Fiscal Officer Training
(Keyword: Fiscal Officer)

Account Delegate Guide This guide will teach users how to create and edit Account Delegates. Account Delegate Guide
Account Global Guide The Account Global Document is recommended for making simple modifications to a single account, or multiple accounts, as it has a simplified and expedited workflow. Account Global Guide
KFS Budget Appropriation Transaction (BAT) This course will teach users how to access, complete, and submit a Budget Appropriation Transaction (BAT) eDoc. Budget Adjustment and Budget Appropriation Transaction KFS Budget Appropriation Transaction (BAT)
(Keywords: Budget Appropriation)
KFS General Error Correction (GEC) This course will teach users how to access, complete, and submit a General Error Correction (GEC) eDoc. KFS General Error Correction (GEC) KFS General Error Correction (GEC)
(Keywords: General Error)
KFS FT: Internal Billling (IB) This course will teach users to access, complete, and submit an Internal Billing (IB) eDoc www.uclc.uci.edu

Other UCLC eCourses recommended for Kuali Financial System Users

These eCourses can be found by going to the UC Learning Center (UCLC).

Name Description Additional Information
Travel Card (CorpCard) Overview This training is for anyone who is interested in applying for a Corporate Travel Card (CorpCard) or anyone who reconciles Corporate Card charges. For help importing a Corporate Card charge, contact kfs@uci.edu. For Corporate Card Policy questions, contact travel-accounting@uci.edu.
TEM Travel Policy Guide This guide is for new employees or those who just need a refresher in preparing TEM documents in KFS. The following lesson reviews Travel policies and best practices. Please contact travel-accounting@uci.edu with Travel Policy Questions
ConnexUC An overview of the ConnexUC Travel Portal (formerly Connexus) for UCI. ConnexUC is the preferred UC-managed travel program, a secure web portal for booking university business travel. Please contact travel-accounting@uci.edu with any questions regarding ConnexUC.
Official Recharge Facility and Activity Overview This training is for anyone who will be managing an Official Recharge Facility or anyone who will be overseeing an Official Recharge Facility (including Financial Directors, Fiscal Officers, MAABOs, etc.). Please see the Cost Analysis: Official Recharge web page for more information.
Understanding Sales and Service This course is required for all Sales and Service Facility managers to understand official S&S policy, management, and processes. Please see the Cost Analysis: Sales & Service Activities web page for more information.
Understanding Financial reports at UCI This reporting guide was created to help users access and get the most out of UCI’s financial reports. Topics in this guide include DWQuery, Decision Support Reports, the PI Report, PO Encumbrance Reconciliation Report, and more. Please see the Understanding Financial Reports at UCI web page for more information.
Register on UCLC

Register to attend via UC Learning Center: If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu or 949-824-7001.