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(info) Purpose & Overview

Welcome to Kuali's comprehensive online library of user documentation resources. Here you will find help, guides, manuals, tutorials, knowledge bases, glossaries, FAQs and more to assist you with your use of KFS software.

KFS User Documentation provides high-quality descriptions of how the software system interacts and performs with manual procedures in order to appropriately respond to business events. These user assistance materials are aimed at not only providing user guides and online help for implementing institutions, but also at providing a basis for the training of new system users.

The term end user is meant to differentiate software developers from the users of the programs they write, and similarly, for information technology professionals to distinguish the system administrator from the users of computers for which the administrator is responsible. The Administration Guide covers use of Maintenance Documents used for maintaining reference tables used in system administration only. Refer to Technical Documentation for more detailed administrator, workflow, superuser, implementation, installation, customization, configuration, and developer resources.

KFS User Documentation Downloads

(question) What's New In Release Version 2.2

(tick) User Documentation Types and Formats

KFS user documentation is accessible for download, viewing and printing from this page in a variety of formats.

Format

Document Title & Link to Download

Description

Last Updated

# of Pages

Size

 
 

KFS 2.1 User Guide Volume 1.doc
KFS 2.1 User Guide Volume 1.pdf 

Copyright and Preface, KFS Overview, General Ledger, and Chart of Accounts Maintenance Documents.
Content includes module overviews, e-doc overviews, tab and field definitions, procedural task steps for entry and routing, business rules, examples, screen shot graphics with callouts, cross-references, instructions for transactions, searches, inquiry & maintenance, administration document maintenance, list of tables & figures, and an index.

 12/14/2007

241
 

14.0 MB

 
 

KFS 2.1 User Guide Volume 2.doc
KFS 2.1 User Guide Volume 2.pdf 

Financial Transactions, Decision Support, Enterprise Workflow, and Accounting Line Import.
Content includes module overviews, e-doc overviews, tab and field definitions, procedural task steps for entry and routing, business rules, examples, screen shot graphics with callouts, cross-references, instructions for transactions, searches, inquiry & maintenance, administration document maintenance, list of tables & figures, and an index.

 12/14/2007

342
 

17.2 MB

 
 

KFS 2.1 User Guide Volume 3.doc
KFS 2.1 User Guide Volume 3.pdf

Purchasing and Accounts Payable, Labor Distribution, Contracts and Grants.
Content includes module overviews, e-doc overviews, tab and field definitions, procedural task steps for entry and routing, business rules, examples, screen shot graphics with callouts, cross-references, instructions for transactions, searches, inquiry & maintenance, administration document maintenance, list of tables & figures, and an index.

 12/14/2007

453

23.4 MB

 
 

KFS 2.1 Administration Guide.doc
KFS 2.1 Administration Guide.pdf 

Basic Administration Document Operations, Chart of Accounts Administration Documents, Year-End Administration Documents, Disbursement Voucher Related Administration Documents, Financial Processing Administration Documents, Setting Up Workflow, Technical Configuration and Monitoring, Purchasing/Accounts Payable Administration Documents, Vendor-Related Administration Documents, Labor Distribution Administration Documents, Contracts and Grants Pre-Award and Post-Award Administration Documents, Setting Up a KFS User, System Administration Documents, and Pre-Disbursement Processor (PDP).

 1/9/2008

388
 

20.5 MB

 
 

KFS 2.0 User Guide Volume 1.doc
KFS 2.0 User Guide Volume 1.pdf 

Copyright and Preface, KFS Overview, General Ledger, and Chart of Accounts Maintenance Documents.
Content includes module overviews, e-doc overviews, tab and field definitions, procedural task steps for entry and routing, business rules, examples, screen shot graphics with callouts, cross-references, instructions for transactions, searches, inquiry & maintenance, administration document maintenance, list of tables & figures, and an index.

 11/8/2007

241
 

14.0 MB

 
 

KFS 2.0 User Guide Volume 2.doc
KFS 2.0 User Guide Volume 2.pdf 

Financial Transactions, Decision Support, Enterprise Workflow, and Accounting Line Import.
Content includes module overviews, e-doc overviews, tab and field definitions, procedural task steps for entry and routing, business rules, examples, screen shot graphics with callouts, cross-references, instructions for transactions, searches, inquiry & maintenance, administration document maintenance, list of tables & figures, and an index.

 11/8/2007

342
 

17.2 MB

 
 

KFS 2.0 User Guide Volume 3.doc
KFS 2.0 User Guide Volume 3.pdf

Purchasing and Accounts Payable, Labor Distribution, Contracts and Grants.
Content includes module overviews, e-doc overviews, tab and field definitions, procedural task steps for entry and routing, business rules, examples, screen shot graphics with callouts, cross-references, instructions for transactions, searches, inquiry & maintenance, administration document maintenance, list of tables & figures, and an index.

 11/8/2007

453

23.4 MB

 
 

KFS 2.0 Administration Guide.doc
KFS 2.0 Administration Guide.pdf 

Basic Administration Document Operations, Chart of Accounts Administration Documents, Year-End Administration Documents, Disbursement Voucher Related Administration Documents, Financial Processing Administration Documents, Setting Up Workflow, Technical Configuration and Monitoring, Purchasing/Accounts Payable Administration Documents, Vendor-Related Administration Documents, Labor Distribution Administration Documents, Contracts and Grants Pre-Award and Post-Award Administration Documents, Setting Up a KFS User, System Administration Documents, and Pre-Disbursement Processor (PDP).

 11/8/2007

388
 

20.5 MB

   
  

KFS 2.0 User Documentation Set.zip

Combines .pdf versions of volumes 1, 2 & 3 of the User Guide and the Administration Guide into a single, compressed .zip archive file.

 11/8/2007

1424
 

62.3 MB

  
 

Kuali Financial System 2.0 Online Help Compressed

A .zip archive file of the complete release 2.0 online help system that is embedded in the KFS application, which includes graphics, hyperlinked cross-references, electronic table of contents, full navigation features, and document-specific URLs.

 11/7/2007

 --

 24,898 KB

 
 

Kuali Financial System 1.0 User Guide

Covers the core modules that make up the foundation of the KFS application, including:  Chart of Accounts, Financial Transactions, General Ledger, Nervous System, Enterprise Workflow and Decision Support.   581 pages, 17 MB

10/12/2006

 581

 17 MB

 

Kuali Financial System 1.0 Online Help

A single html page with page-level (document-level) anchors.  Primarily includes overview text, field definition tables, and procedural instructions.

10/12/2006

 1

 1,091 KB

Please take into consideration that a degree of patience may be required when downloading, and the time is proportional to the size of the document.

Depending on your connection speed, several seconds to several minutes might be necessary to download some of the documents available here.

File sizes are provided for your convenience in this regard.

Files with the extension .pdf require the use of Portable Document Format (PDF) screen reader software, such as Adobe Acrobat Reader 4.0 or later (or equivalent) for optimal online viewing, downloading, saving and/or printing. PDF files allow you to view documentation as it was created. You can search and print PDF files from the Adobe Acrobat reader. You must use Acrobat 4.0 or higher to view documents in this format. Click on the Get Acrobat Reader image below for complete instructions on installing this freeware program and to download a free copy.

Get the MSWord Reader here

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Technical Documentation

Also see our javadoc and the full Rice documentation   

Installation & Upgrades

System Requirements

Setup

Customizations

Development

Architecture

Critical Concepts & Services

Lookups

Inquiries

Documents

Batch

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Functional Documentation

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Documentation Feedback

(thumbs up) Your Comments Are Welcome!

The Kuali Foundation values and appreciates your comments as a KFS user and reader of documentation provided herein.  As we write, revise, and evaluate our user documentation, your feedback is the most valuable input we receive.  If you would like to contact us with comments or suggestions for future editions of KFS user documentation, please send an e-mail to kualitestdrive@oncourse.iu.edu

Online Help E-Mail Feedback:


Click the Mail icon on the help menu bar from any screen, document or page to immediately provide feedback on a particular help topic. Your default e-mail application is launched with the 'To' and 'Subject' fields automatically populated, along with the help URL in the body of the e-mail. Just add your comments and click Send.

Documentation Feedback - Issue Tracking System:
Project in JIRA

Complete Contact Information, News & Event Subscription Services:
http://www.kuali.org/contact.shtml

KFS 2.0 User Documentation Survey

As a member of the Kuali Financial System Community, this is another opportunity for you to directly contribute to improving the quality and value of the user documentation set for KFS 3.0. Please take a few minutes to answer some questions and enter your comments. Click the following link to get started: http://www.surveymonkey.com/s.aspx?sm=dLvd0hJrSrWT_2b7SfU5Yq1g_3d_3d

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Related Kuali Documentation Resources

www.kuali.org site - Downloads and Resources page: http://www.kuali.org/resources/

Test Drive w/ Online Help & Driver's Manual

Take a Test Drive and use the built-in Online Help to help you navigate:

RICE Documentation

http://rice.kuali.org/
An enterprise-class middleware suite of integrated products that make up a business application development framework for Kuali and non-Kuali applications using a modular, Service Oriented Architecture (SOA) approach with components such as workflow, notification, and user interface configuration.
https://test.kuali.org/confluence/display/KULRICE/Home 
A comprehensive set of online documentation (wiki) for all things related to Kuali RICE.

Kuali Base System Financial Policies

KFS_Financial_Policies_Template.doc
Get guidance for establishing new / modifying existing financial policies to govern transactions that post to your financial system with templates for Internal Control, Authorizations, Chart of Accounts, Cash Receipts, Cash Disbursements, Journal Vouchers and Reports.

Kuali Financial Administrator Development Series

http://www.kuali.org/resources/fad.shtml
Develop a customized Financial Administrator Development Series for your institution with documents that include: Getting Started Checklist, Sample Agenda, Suggested Topic Descriptions, and Customizable Sample Presentations (Fund Accounting, Indirect Cost, Internal Controls, Ethics & Risk Assessment powerpoints).

Accounting Line Import Templates

accountinglineimporttemplates.zip
Import multiple accounting lines with efficiency using excel workbook templates (.csv format) customized for various financial transaction document types in KFS, including: Advance Deposits, Cash Receipt, Credit Card Receipts, Disbursement Voucher, Service Billing, Auxiliary Voucher, Budget Adjustment, Year End Budget Adjustment, Distribution of Income and Expense, Internal Billing, Pre-Encumbrance, Transfer of Funds, Year End Distribution of Income and Expense, Year End Transfer of Funds, General Error Correction, Year End General Error Correction, Indirect Cost Adjustment, Journal Voucher, External Encumbrance, Labor Distribution Journal Voucher, and Non-Check Disbursement.

Batch File Formats

BatchFileFormats.pdf
Batch Input File Format Specifications, including XML Rules and Schemas for General Ledger Collector and Procurement Card.

Cover Sheet Templates

CashReceiptCoverSheetTemplate.pdf disbursementVoucherCoverSheetTemplate.pdf
The cover sheet templates that are printable from within the KFS application for the Cash Receipt and Disbursement Voucher documents used for paper copies sent to verifying units or other institutional locations along with accompanying media, cash, attachments or supporting documentation that contain identifying and addreess-related information.

Frequently Asked Questions

Kuali Financial System

The Kuali Glossary - Learn to speak Kuali

http://kualitestdrive.org/glossary.html
A brief glossary of KFS-specific terminology providing just enough Kuali to give you the necessary background to proceed with the Test Drive.

Lab Session Scenarios

Simple Scenarios.doc Complex Scenarios.doc
Short Scenario documents used in Kuali Days Laboratory sessions for functionality demonstration and practice of typical end user functions.

Commercial Support

rSmart Kuali Financials

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Copyright Information