The University of Maryland | Office of the Comptroller

All KFS Training classes are instructed-led using Zoom. Register for KFS Training Classes [Click on course name]

KFS090 MANAGEMENT REPORTS

Description: This class will provide financial data analysts and information seekers access to the newly created KFS090 Management Reporting tool. These reports are the cornerstone of financial reports used to assess trends and financial performance against key metrics, such as the budget and operating revenue. The class participant will learn how to access the report, navigate to a selected report, expand, and collapse folders, apply filters, download, and print reports. Class participants need to have access to the KFS90 Financial Management Reports. If you need access or if you are not sure you have access, please email: fds-request@umd.edu to gain access. This class has a run time of 1.0 hour.

KFS Chart of Accounts

Description: This class will provide an overview of the KFS chart of accounts structure, and is designed for individuals who will create non-sponsored accounts in KFS. Users will learn how to create a non-sponsored account; copy an existing account in KFS to request a new account; and view available balances by account number, view transactions by document number, and Create an account global eDoc. Users will also learn how to view organizational hierarchy of an account, assign primary and secondary delegates to an account, assign an account delegate to multiple accounts, view Action List as a primary and secondary delegate, and deactivate an account delegate.This class has a run time 2.0 hours.

KFS Purchasing

Description: This class is designed for individuals who work with requisitions, purchase orders (SMs and Master Contracts currently in ELF), create and maintain Vendors in KFS, and process miscellaneous payment requests (DV). Users will use Automatic Purchase Orders (APO’s) to learn more about the Purchase Order process. In addition to APO's, users will learn how to create an electronic requisition with and without captial assets, print purchase orders, receive goods, and search for payment requests. Users will also learn how to create and maintain Vendors in KFS, and create Disbursement Vouchers. This class has a run time of 3.0 hours.

KFS Capital Asset Management

Description: This class is designed for individuals who are Asset Custodians in KFS. This class covers how to search for an asset using the Asset Lookup screen, edit an asset using the Asset eDoc, change the location of assets using the Asset Location Global eDoc in KFS, and review an asset as the Asset Global Tag Reviewer. This class has a run time of 2.5 hours.

KFS Financial Processing

Description: This class is designed for users who process accounting transfers. Users will learn how to create electronic documents (eDocs) for Distribution of Income and Expense (DI), Auxiliary Voucher (AV) and General Error Correction (GEC). Users will also learn to complete a Transfer Funds (TF), Internal Billing (IB) and Service Billing (SB) eDocs. This class has a run time of 2.0 hours.

KFS Labor Ledger

Description: This class is designed individuals who perform payroll transfers using the Salary Expense Transfer document in KFS. This class also covers how to search for salary and fringe balances using the Account Status "Current Funds" Lookup screen. This class has a run time of 1.0 hours.

KFS Accounts Receivable

Description: This class will provide an overview of the KFS Accounts Receivable (AR) module of the Kuali Financial System (KFS) for billing non-student receivables, creating invoices, issuing credit memos, tracking outstanding receivables, and viewing data regarding customer charges and payments.This class has a run time of 2.0 hours.

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	KFS090 MANAGEMENT REPORTS Description: This class will provide financial data analysts and information seekers access to the newly created KFS090 Management Reporting tool. These reports are the cornerstone of financial reports used to assess trends and financial performance against key metrics, such as the budget and operating revenue. The class participant will learn how to access the report, navigate to a selected report, expand, and collapse folders, apply filters, download, and print reports. Class participants need to have access to the KFS90 Financial Management Reports. If you need access or if you are not sure you have access, please email: fds-request@umd.edu to gain access. This class has a run time of 1.0 hour.
	KFS Chart of Accounts Description: This class will provide an overview of the KFS chart of accounts structure, and is designed for individuals who will create non-sponsored accounts in KFS. Users will learn how to create a non-sponsored account; copy an existing account in KFS to request a new account; and view available balances by account number, view transactions by document number, and Create an account global eDoc. Users will also learn how to view organizational hierarchy of an account, assign primary and secondary delegates to an account, assign an account delegate to multiple accounts, view Action List as a primary and secondary delegate, and deactivate an account delegate.This class has a run time 2.0 hours.
	KFS Purchasing Description: This class is designed for individuals who work with requisitions, purchase orders (SMs and Master Contracts currently in ELF), create and maintain Vendors in KFS, and process miscellaneous payment requests (DV). Users will use Automatic Purchase Orders (APO’s) to learn more about the Purchase Order process. In addition to APO's, users will learn how to create an electronic requisition with and without captial assets, print purchase orders, receive goods, and search for payment requests. Users will also learn how to create and maintain Vendors in KFS, and create Disbursement Vouchers. This class has a run time of 3.0 hours.
	KFS Capital Asset Management Description: This class is designed for individuals who are Asset Custodians in KFS. This class covers how to search for an asset using the Asset Lookup screen, edit an asset using the Asset eDoc, change the location of assets using the Asset Location Global eDoc in KFS, and review an asset as the Asset Global Tag Reviewer. This class has a run time of 2.5 hours.
	KFS Financial Processing Description: This class is designed for users who process accounting transfers. Users will learn how to create electronic documents (eDocs) for Distribution of Income and Expense (DI), Auxiliary Voucher (AV) and General Error Correction (GEC). Users will also learn to complete a Transfer Funds (TF), Internal Billing (IB) and Service Billing (SB) eDocs. This class has a run time of 2.0 hours.
	KFS Labor Ledger Description: This class is designed individuals who perform payroll transfers using the Salary Expense Transfer document in KFS. This class also covers how to search for salary and fringe balances using the Account Status "Current Funds" Lookup screen. This class has a run time of 1.0 hours.
	KFS Accounts Receivable Description: This class will provide an overview of the KFS Accounts Receivable (AR) module of the Kuali Financial System (KFS) for billing non-student receivables, creating invoices, issuing credit memos, tracking outstanding receivables, and viewing data regarding customer charges and payments.This class has a run time of 2.0 hours.