How Do I . . . Create an Account

Use this step-by-step guide to set-up a new account. Click on each step to get detailed instructions for that step. Each step must be completed before beginning the next step.

Note: These instructions are not for setting up an Extramural (Contracts & Grants) accounts. Please see the separate instructions for doing so.

*KFS = Kuali Financial System

Steps What's Involved Person Responsible

1 Gather Information

What You Need to Know
Determine Chart
Choose Account Code
Determine Organization
Choose a Fiscal Officer
About UC Information
Select UC Location
Find UC Account
Locate UC Fund
Any KFS* User

2 Process an Account Document

Start the Account Document
Complete the Document
Any KFS* User