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Financial Management Support
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Getting Started
Action List Filter
Getting Started in KFS
Importing Accounting Lines from a CSV
KFS Quick Start Basics
Legacy Financial System to KFS Crosswalk
Legacy Financial System to KFS Accounting String Crosswalk (.pdf)
KFS Document Types
eDoc User Guides
Disbursement Voucher (DV) eDoc Guide
Travel Reimbursement (TR) eDoc Guide
Entertainment Reimbursement (ENT) eDoc Guide
General Error Correction (GEC) eDoc Guide
Accounts and Sub-Accounts
Information about Accounts
Create an Account
Copy Account
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Look up an Account
Look up Account Type
Account Global Document
Higher Education Function Codes
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Sub Fund Group Types and Funds
How to create and edit Sub Accounts
Accounts Payable
Disbursement Voucher (DV) eDoc Guide
Check Enclosures and Special Handling Guide
Payment Reasons for a Disbursement Voucher (DV)
Reference Guide to TR/ENT/DV Supporting Documents
Disbursement Voucher FAQ
Look up a Disbursement Voucher
Vendor Onboarding User Guide
Look up a Vendor
Purchasing and AP e-Document Workflow Processes
Use Student ID to Process a DV Reimbursement
Budgeting
Budgeting Guide
Budgeting for Income
Capital Asset Management
KFS Training Guides and Resources for Capital Asset Management (CAM)
Look up a Tag Number
Document Retention
Document Retention for Accounting
Financial Reports
Financial Reports Support Website
Fiscal Close Information
Fiscal Year-End Close website
Fiscal Officers and Delegates
Change a Fiscal Officer for a Single Account
Change a Fiscal Officer for Multiple Accounts
Information about Fiscal Officer Delegates
Set up Fiscal Officer Delegates
Fiscal Officer Resources
Workflows for Financial Processing e-Documents
General Ledger
Balance Types and Variances
Encumbrances
General Error Correction (GEC) eDoc Guide
General Ledger Balance
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General Ledger Entry
General Ledger Pending Entry
KFS General Ledger Inquiries
UCI Fiscal Year and Fiscal Periods
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Look up an Account within an eDoc
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Look up a Custodial Code
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Look up PCDO documents
Object Codes and Sub-Object Codes
Information about Object Codes
Object Code Guide (.pdf)
Look Up an Object Code
Create a Sub-Object Code
Edit a Sub-Object Code
Look up a Sub-Object Code
Organizations
Org Chart - UCI (.pdf)
Create an Organization
Lookup an Organization
Project Codes
Create a Project Code
Edit a Project Code
Look up a Project Code
Purchasing
KFS Payment Decision Tree
KFS Purchasing Training Guides and Resources
Locate Payment and Encumbrance Information
Look up a Purchase Order
Purchasing and AP e-Document Workflow Processes
Purchasing Methods Guide
Travel
TEM Arranger Dashboard Guide
Create a Travel & Event Management (TEM) Profile
Add a Profile Arranger to TEM profile
Reference Guide to TR/ENT/DV Supporting Documents
Entertainment Reimbursement (ENT) eDoc Guide
Travel Reimbursement (TR) eDoc Guide
Approve a Travel Reimbursement in your Action List
Review Travel Reimbursement status
Additional and Exceptional Approvals for Travel, Business Meeting, and Entertainment Expenses
Look up a Travel Authorization
Look up a Travel Reimbursement
Look up an Entertainment Reimbursement
Look up a Moving and Relocation Reimbursement
TEM e-Document Workflow Processes
TEM Profile and Arrangers Explained
Workflow/Approval
KFS Workflow Guide
Workflow Actions: Approve. Acknowledge, FYI
Ad-Hoc Routing e-Documents
Fiscal Officer Role in Workflow
TEM eDoc Workflows
Financial Processing eDoc Workflows
Purchasing/AP eDoc Workflows