What's New in the Kuali Financial System (KFS) and FIS Decision Support (DS)?
2012 Release Updates
Note: This page provides a summary of enhancements/upgrades to the Kuali Financial System (KFS) and FIS Decision Support (DS). Visit the Service Request Release Summary page for a complete list of all service requests. Enter the desired date range and select Kuali Financial System as the Application.Please visit the KFS Open Items page for a list of the major outstanding items in KFS at this time.
For a list of updates for the entire Kuali Project, please visit the KFS Updates page.
For a list of past KFS updates, click here. For a list of past FIS DS updates, click here.
- 05/04/12 -
- Decision Support: Improvements in Load Processing
- Decision Support New Report: PCard Limited Review (341)!
- 04/18/12 -
- Decision Support Enhancement: Pending KFS Documents now Available on the Transaction Listing (2)!
- 04/04/12 -
- KFS Enhancements: Account Lookup and Account Delegate Global From Model
- 04/01/12 -
- KFS Implementation: KFS Cash and Credit Card processes implemented at UCDMC
- 03/20/12 -
- DS Enhancements: New Search Fields Added to FIS 11, 198, and 55 Queries
- 02/29/12 -
- Enhancements: Printing and Document Explanation Field
- 02/16/12 -
- Salary Expense Transfer (SET): Payroll Services Routing Inactivated
- 02/07/12 -
- Copy Line Functionality now in KFS!
- 01/23/12 -
- Budget Adjustment (BA) Document Now Allows Multiple UC Funds and Totals Counters Available on BA, GEC, DI documents
05/04/12Decision Support: Improvements in Load Processing
A fix routine has been implemented for the labor transaction load in DS. This fix should result in quicker update times (posting to the General Ledger) for all DS reports each night, especially during the time when a fiscal period is closing. If you have scheduled queries, you should see them appearing in your email In Box earlier than they were previously. We are hopeful that the fix routine will continue to result in better overall DS performance, but we encourage you to contact the FIS Help Desk if you notice an issue with DS performance. In your e-mail, please provide as many "specifics" as possible (report number, what data you were entering, expected results, what data you received, etc.), as this will help us in troubleshooting.Decision Support New Report: PCard Limited Review (341)
A new FIS Decision Support report – PCard Limited Review (341) – allows campus Account Managers/Fiscal Officers to generate a list of Purchasing Cardholders based upon a variety of criteria including: Cardholder Name, Org, Account, Account Manager, or DaFIS Feed Payment Distribution (FPD) document Initiator.The results, which can be returned to either the browser or a spreadsheet, include the last two digits of the card along with cardholder and department name, the full accounting unit, card issue date and last Purchasing Card training date.
Questions on this report should be directed to the Purchasing Card Program at purchasingcard@ucdavis.edu.
04/18/12Decision Support Enhancement: Pending KFS Documents now Available on the Transaction Listing (2)
Great news! You can now include pending KFS documents on the Transaction Listing (2) report in FIS Decision Support (DS). View the Pending Transactions page for more information.
04/04/12KFS Enhancements: Account Lookup and Account Delegate Global From Model
A couple of recent enhancements have been made in KFS that we hope will streamline your document processing:- Account Lookup: You can now exclude expired accounts when doing an account lookup! The default setting for the Account Lookup is active accounts, but you can include only expired accounts, or both active and expired accounts if you want. No more having to sort through expired accounts to retrieve just the non-expired accounts you want to see!
- Account Delegate Global From Model Document: Previously, when selecting an Account Delegate Model that had been created in the past, the Account Delegate Global From Model document would require the user to manually change the Account Delegate Start Date field to the current (or later) date for each account delegate record before it would allow the document to route. Now, the Account Delegate Global From Model document will automatically update this date once it is fully approved.
04/01/12KFS Implementation: KFS Cash and Credit Card processes implemented at UCDMC
KFS Cash and Credit Card processes have been implemented at UCDMC. Learn more on the Implementation Page!
03/20/12DS Enhancements: New Search Fields Added to FIS 11, 198, and 55 Queries
Enhancements have been made to several FIS Decision Support reports that may be helpful for those managing contracts and grants:- Account Lookup (11) and Contracts and Grants Account Lookup (198). - New search field allows users to search by the Office of Origin Reference Number for accounts assigned to an award.
- Sub Fund Summary by Consolidation (55) – Users can search against multiple UC funds at one time and search for sub-funds associated with ARRA (American Recovery and Reinvestment Act). The report now displays the account fiscal officer (account manager) as well as the federal pass-through agency (if applicable). Keep in mind that the 55 displays the Extramural Fund Accounting (EFA) fund manager’s name; this is perhaps the easiest way to determine whom to contact in EFA with questions about a specific project.
We hope these improvements make your reporting a little bit easier.
02/29/12Enhancements: Printing and Document Explanation Field
We’re making improvements in KFS to improve your system experience, including two recent enhancements:- Cleaner Print Formatting! You will now see a printer icon in the upper right corner of most documents and lookup screens in KFS. This print icon will format the document/screen in the best possible way for printing purposes. If you have a business need to print a screen, simply click on the printer icon.
- Larger Explanation Field Display! When creating a document where you need to enter a long explanation, the Explanation field will automatically expand, making it easier to see what’s already been entered. The Explanation field will also display in expanded mode on saved, routed, and completed documents, so all users can easily see the important information up front.
02/16/12Salary Expense Transfer (SET): Payroll Services Routing Inactivated
The Salary Expense Transfer (SET) document will no longer route to Payroll Services for review and approval. The majority of the issues identified with the SET document have been resolved, so Payroll review/approval is no longer required.
02/07/12Copy Line Functionality now in KFS!
Many of you have wanted a Copy line functionality in KFS to allow you to copy the contents from one accounting line to another. Your wait is over! After adding an accounting line on any Financial Transactions (FT) document, a Copy button will appear to the right of the accounting line and allow you to copy the data to a brand-new line in the same section (To or From) of the document. We hope this new functionality reduces your data entry time and improves your KFS processing experience.
01/23/12Budget Adjustment (BA) Document Now Allows Multiple UC Funds and Totals Counters Available on BA, GEC, DI documents!
The BA document now allows users to enter accounts with multiple UC funds on a single document!A total dollar amount counter now displays in the From and To sections on the BA, DI, and GEC docs.
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