Tracking source of funds to meet special reporting needs

Sharon Antonucci (a project manager here at rSmart) and I had a conversation not long ago about how the Kuali Financial System (KFS) can be configured to meet the special reporting needs of community colleges. We were discussing one of our clients in particular—San Joaquin Delta College. Like many other community colleges, Delta has special reporting needs that relate to items on the state budget. Briefly, they are required to track the source of all funds and display the information in a check register report that is sent to the county.

Although funding source is not a standard attribute in the Kuali Financial System, KFS can accommodate this and many other special needs by way of "extended attributes." To meet Delta's need, we simply added an attribute to the account table to define the various sources of funding. This change has allowed Delta to track the required information and generate the appropriate reports as needed.

Extended attributes are very flexible and can be used to satisfy many special reporting and routing needs. Any institution that is considering KFS will want to keep them in mind.

Chuck Kensicki
Kuali Solutions Engineer
rSmart