KFS Training Options
Several Kuali Financial System (KFS) training opportunities are currently available:
- Online: Kualification Series
- Classroom: Financial Transactions
- Description: Learn about the Financial Transactions (FT) documents and get hands-on practice, too! In the classroom version of the training, you will be working with real-life scenarios to help you better understand the business reasons behind the documents and how to make the most efficient use of the documents.
- Length: 2 hours
- Recommended for:
- Anyone who creates/maintains budgets, distributes expenses, processes error corrections, creates departmental encumbrances
- Enroll: Enrollments are processed in the campus Learning Management System. Search for “KFS: Financial Transactions” to locate and register for an upcoming class.
- Classroom: Processing Salary Expense Transfers
- Pre-Approval required. Learn more here.
- Online Recording: Chart of Accounts
- Description: Learn about the Chart of Accounts (COA) documents and view a simulation of several COA documents.
- Length: 2 hours
- Recommended for:
- Anyone who creates/maintains attributes of the Full Accounting Unit (e.g., accounts, sub-accounts, project codes, organization codes)
- Staff who set up the routing structure (account delegate, organization review hierarchy) for their departments
- Enroll: Enrollments are processed in the campus Learning Management System. Search for “Kuali” to complete the online class (virtual session).
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