Kuali Financial System Workflow Guide

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A workflow is the sequence of processes through which a piece of work passes from initiation to completion. In KFS, workflow describes the series of approvals and reviews an e-document must pass through before it is finalized.

The Kuali Financial System features a built in electronic workflow system, which provides an automated approval process for each KFS document before it is finalized and posted to the General Ledger. KFS eDocs are routed to individuals or groups based on a pre-determined workflow setup, or because an action is requested using the Ad-hoc routing feature.

What's covered in this guide?


Contacting KFS Support and Screenshots of the Route Log

If you need assistance or encounter any bugs, contact the KFS Helpdesk at kfs@uci.edu. Please include screenshots of the route log with your email.