KFS

In the Kuali Financial System, you complete year end processing by following this sequence:

To unschedule a job:

Here's some more info on one of my favorite features in the Kuali Financial System—global e-docs. I told you about the Account Global document last time I posted. This time I'll introduce Account Delegate Global.

Account delegates are KFS users that are authorized under certain circumstances to take workflow actions on a document in the place of an account's fiscal officer. The Account Delegate Global document allows users to create delegates for multiple document types on one or more accounts on a single document. Like other global documents, it's quite a time saver.

Before being introduced to the Kuali Financial System, I'd never worked on a financial application that provided a global change feature. When I saw global e-docs in KFS for the first time and realized what a time saver they are, I felt like saying, "Where have you been all my life?" This functionality remains one of the things I like best about the KFS, so if you're unfamiliar with global e-docs, I'm happy to have this chance to introduce you.

Each year at Kuali Days, a pre-conference session introduces newcomers to the Kuali Financial System. Having videotaped this session at Kuali Days VIII in November 2009, we've now posted part of it on YouTube in a series of videos. While the camera work is hardly professional, anyone who is new to the Kuali Financial System will find these videos very valuable.

The session consists of several different segments, each of which introduces a key aspect of the system and is presented by one or more Kuali Financial System experts.

(Note: Due to size restrictions on YouTube, each segment is made up of two or more video clips.The links below take you to the playlist for each segment.)

While attending Kuali Days 2009 last month, I borrowed a co-worker's video camera and taped a few key presentations. Now, during the holiday lull, I'm posting some of them on YouTube. One of the pre-conference sessions, "Kuali Financial System Basics," includes an excellent introduction to the system by David Lyons, NACUBO Liaison to the Kuali Foundation. To view Dave's presentation, click the following links:

Sometimes it's the simple things that trip you up. This happened to us when we were converting San Joaquin Delta College's building codes during their migration to the Kuali Financial System (KFS).

At Delta and many other institutions, building codes can contain ampersands and other special characters. KFS doesn't accept these characters in the Building Code fields. (If you're manually entering data through the UI, the system performs a validation that prevents you from entering invalid characters.) Entering special characters in these fields directly in the database causes errors, such as a PO remaining in "en route" status after approval.

Wooo hoooo! Version 3.0 of the Kuali Financial System (KFS) has been released and is now available to every educational institution, everywhere in the world! What an incredible accomplishment for the Kuali Community. Not only have they produced the best community-source financial system on the market, they've produced the best financial system available for higher ed today, period!

In the KFS, you transfer funds between accounts with the Transfer of Funds electronic document (e-doc). There are two kinds of fund transfers:

After the scope of the Kuali Financial System (KFS) version 3.0 was defined, the early adopters--Colorado State University (CSU), the University of Arizona (UA), and San Joaquin Delta College--performed analyses to determine whether they required additional functionality in order to go live with the release. Working individually, each institution identified critical functions without which the software would not meet their needs.