kuali financial system (kfs) update professional development institute january, 2009 presenters troy...
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Kuali Financial System (KFS) UpdateProfessional Development InstituteJanuary, 2009
PresentersTroy Fluharty – Financial Systems
ServicesJohn Hunter – Financial Systems
ServicesKevin McHenry – Information Systems
Goals
Overview of the Kuali Financial System (KFS)
Timeline Key Features Answer your questions
Overview
Implementation Date - July 1, 2009
Replaces Financial Records System (FRS) Replaces Campus Information System
(CIS) (including ABYSS for FY2011) CIS deactivated:
Created Approved AFE’s/REQ’s April 30, 2008May 1, 2008 IMO’s/WOA’s June 30, 2008 June I close (supplier
filled) JE’s June I close June I close
What is Kuali?
Community Source (by Higher Ed for Higher Ed)
Comprehensive Financial System to meet the needs of colleges and universities
Based on Indiana University’s Financial System
KFS Release Dates-Release 1
All modules in Release 1 will be implemented at CSU
KFS Release Dates-Release 2
Labor DistributionMay be implemented at a later date (July 1, 2010 or later)
Contracts & GrantsWill not be implementedKuali Coeus (research system) implemented at a later date
Purchasing/Accounts PayableImplemented at CSU
KFS Release Dates-Release 3
Budget ConstructionMay be implemented January, 2010 for FY2011
Accounts ReceivableNOT a replacement for ARIES (Banner)May be implemented with Kuali Coeus
Capital Asset Management (Property)Implemented at CSU
KFS Release Dates-Release 3 continued
Effort ReportingMay be implemented at a later date (July 1, 2010 or later)
Purchasing/Accounts Payable (Sciquest integration) Implemented at CSU
Changes
What is the Same? Department numbers – still 4 digits Object code – still 4 digits, but…
What is Changing? Chart Code Account Numbers (7 digits) GL and SL accounts merge to one account Object code numbers (revenue &
expenses) Funds become Sub-Funds (and are named)
Terminology Changes
Financial Records System Kuali Financial SystemFRS KFSNo equivalent FRS code Chart codeSubcode Object CodeDepartment OrganizationFund Sub-FundAudit Code Fund Group Code
General Ledger (GL) account AccountSubsidiary Ledger (SL) account Account
KFS Code Relationships
KFS Features
Web Based eDocs (Transaction &
Maintenance) Workflow (approvals or FYI) Business Rules
KFS Main Menu
eDocuments
eDoc Characteristics
eDoc Characteristics
Common tabs on all eDocs Special Tabs pertinent to that
document Field Lookups Help Import transactions to a document Export lists to Excel (or CSV, XML) Copy and error correction
eDoc Characteristics-Account
Required Fields (noted with asterisk *) Chart Account Object
Optional Fields Sub-Account Sub-Object Project Org Ref ID
Technical Issues Test environment
http://kualidevl.is.colostate.edu:8080/kuali-test/portal.jsp Login with your eName and password
Browser – IE6, IE7, Firefox Mozilla Operating System - Windows XP, Vista, Mac Java 1.5 or above No Jinitiator needed FRS Delphi data warehouse replaced with ODS Off Campus Users - use VPN
Kuali Financial System Implementation Group (K-FIG)
Sub-committees (6-10 people) have been formed on specific subject matter
Current Sub-committees Chair Account Create John Hunter Budget Adjustments (BCR) Angie Nielsen Cost Share Pam Harrington Journal Entry processing John Hunter Sub-Accounts, Sub-Objects Mary Atella/Bev Burton
kuali.colostate.edu
Implementation Issues Tips Data Conversion
Accounts Funds Subcodes
Sciquest Interface
Demo
More information
TrainingCSU Kuali Days – May/June, 2009
Colorado State Universityhttp://kuali.colostate.edu/
Kuali Foundationwww.kuali.org
Glossaryhttps://test.kuali.org/confluence/display/KULDOC/KFS+Glossary%2C+Release+2.2
Questions?