Business and Financial Services

Financial Document Guides

• Overview of Document Layout
• Adjustment/Accrual Voucher
• Advance Deposit
• Automated Journal Voucher (Prorate)
• Budget Adjustment
• Cash Receipt
• Disbursement Voucher
• Distribution of Income and Expense
• General Error Correction
• Internal Billing
• Internal Order

Financial Document Guides (continued)

• Intra-Account Adjustment
• Line Item Receiving
• Payment Request
• Pre-Encumbrance
• Single Sided Budget Adjustment
• Transfer of Funds
• Travel Arranger
• Travel Authorization
• Travel Reimbursement
• Vendor Credit Memo
• Work Order Authorization

Forms

• Application for Kuali Financial System
• Application for Authorized Business Function Approvals
• Application for Signature Authorization
• DHA Authorization Form
• TEM Arranger Application
• TEM AR Customer Form

Kuali Trainings

• Account Create and Fund Accounting
• Administration
• Balance Inquiries
• Basics
• Document Searches
• International and Group Travel
• Internal Order, Internal Billing, and Line Item Receiving
• Out-of-State Travel and Travel Advances
• Journal Entry
• TEM Overview
• Travel Arrangers

Tools

• Account Delegate
• Account Global
• Department Higher Authority - How to Approve
• eName - How to Find
• Importing Lines on Financial Documents
• Logging into Kuali from Off Campus
• Moving Accounts Between Departments
• Object Code Cheat Sheet
• Object Code Listing with Definitions
• Sub Account Create
• Sub Object Code Create

Tools (continued)

• Sub-Fund Quick Tip Guide
• TEM Profile Step by Step
• Transfer of Funds Matrix
• Travelers - How to Approve
• Travel Documents - Searching
• Wildcards

Capital Equipment

• See Property Management