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How to Handle a University-Related Event Account

Use these step-by-step instructions to establish and manage a university-related event account.

	Steps	What's Involved
1	Determine if you have a university-related event/activity.	Review university-related event list Define incoming money If not a university-related account, determine account type needed
2	Set up university-related event account(s).	Identify the fund number Process Kuali Financial System (KFS) Account document(s)
3	Manage the university-related event account.	Prepare a DaFIS Current Budget Adjustment (CB) document Understand the rules Collect fees Ensure the account is not in overdraft at the end of the event/activity Create a DaFIS CB document at the end of the event to match actual expenditures Make remaining adjustments as needed