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:




Created
AFE’s/REQ’s April 30, 2008
IMO’s/WOA’s June 30, 2008
JE’s
June I close
Approved
May 1, 2008
June I close (supplier filled)
June 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 DatesRelease 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
FRS
No equivalent FRS code
Subcode
Department
Fund
Audit Code
KFS
Chart code
Object Code
Organization
Sub-Fund
Fund Group Code
General Ledger (GL) account
Account
Subsidiary Ledger (SL) account Account
KFS Code Relationships
KFS Features




Web Based
eDocs (Transaction & Maintenance)
Workflow (approvals or FYI)
Business Rules
KFS Main Menu
eDocuments
eDoc Characteristics
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




Chart
Account
Object
Optional Fields




Sub-Account
Sub-Object
Project
Org Ref ID
(noted with asterisk *)
Technical Issues

Test environment
http://kualidevl.is.colostate.edu:8080/kuali-test/portal.jsp






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 Create
Budget Adjustments (BCR)
Cost Share
Journal Entry processing
Sub-Accounts, Sub-Objects
John Hunter
Angie Nielsen
Pam Harrington
John Hunter
Mary 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
http://kuali.colostate.edu/

Kuali Foundation
www.kuali.org

Glossary
https://test.kuali.org/confluence/display/KULDOC/KFS+Glossary%2C+Release+2.2
Questions?