Kuali Financial System (KFS) Update Professional Development Institute January, 2009 Presenters Troy Fluharty – Financial Systems Services John Hunter.

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Presentation transcript:

Kuali Financial System (KFS) Update Professional Development Institute January, 2009 Presenters Troy Fluharty – Financial Systems Services John Hunter – Financial Systems Services Kevin McHenry – Information Systems

Goals Overview of the Kuali Financial System (KFS) Timeline Key Features Answer your questions

Overview Implementation Date - July 1, 2009 Replaces Financial Records System (FRS) Replaces Campus Information System (CIS) (including ABYSS for FY2011) CIS deactivated: CreatedApproved AFE’s/REQ’sApril 30, 2008May 1, 2008 IMO’s/WOA’sJune 30, 2008June I close (supplier filled) JE’sJune I closeJune I close

What is Kuali? Community Source (by Higher Ed for Higher Ed) Comprehensive Financial System to meet the needs of colleges and universities Based on Indiana University’s Financial System

KFS Partners

KFS Release Dates-Release 1 All modules in Release 1 will be implemented at CSU

KFS Release Dates-Release 2 Labor Distribution May be implemented at a later date (July 1, 2010 or later) Contracts & Grants Will not be implemented Kuali Coeus (research system) implemented at a later date Purchasing/Accounts Payable Implemented at CSU

KFS Release Dates-Release 3 Budget Construction May be implemented January, 2010 for FY2011 Accounts Receivable NOT a replacement for ARIES (Banner) May be implemented with Kuali Coeus Capital Asset Management (Property) Implemented at CSU

KFS Release Dates- Release 3 continued Effort Reporting May be implemented at a later date (July 1, 2010 or later) Purchasing/Accounts Payable (Sciquest integration) Implemented at CSU

Changes What is the Same? Department numbers – still 4 digits Object code – still 4 digits, but… What is Changing? Chart Code Account Numbers (7 digits) GL and SL accounts merge to one account Object code numbers (revenue & expenses) Funds become Sub-Funds (and are named)

Terminology Changes Financial Records System Kuali Financial System FRSKFS No equivalent FRS codeChart code SubcodeObject Code DepartmentOrganization FundSub-Fund Audit CodeFund Group Code General Ledger (GL) accountAccount Subsidiary Ledger (SL) accountAccount

KFS Code Relationships

KFS Features Web Based eDocs (Transaction & Maintenance) Workflow (approvals or FYI) Business Rules

KFS Main Menu

eDocuments

eDoc Characteristics

Common tabs on all eDocs Special Tabs pertinent to that document Field Lookups Help Import transactions to a document Export lists to Excel (or CSV, XML) Copy and error correction

eDoc Characteristics-Account Required Fields (noted with asterisk *) Chart Account Object Optional Fields Sub-Account Sub-Object Project Org Ref ID

Technical Issues Test environment Login with your eName and password Browser – IE6, IE7, Firefox Mozilla Operating System - Windows XP, Vista, Mac Java 1.5 or above No Jinitiator needed FRS Delphi data warehouse replaced with ODS Off Campus Users - use VPN

Kuali Financial System Implementation Group (K-FIG) Sub-committees (6-10 people) have been formed on specific subject matter Current Sub-committees Chair Account CreateJohn Hunter Budget Adjustments (BCR)Angie Nielsen Cost SharePam Harrington Journal Entry processingJohn Hunter Sub-Accounts, Sub-ObjectsMary Atella/Bev Burton

kuali.colostate.edu Implementation Issues Tips Data Conversion Accounts Funds Subcodes

Sciquest Interface Demo

More information Training CSU Kuali Days – May/June, 2009 Colorado State University Kuali Foundation Glossary

Questions?