Account

business rules for

accounting reviewer

common maintenance document operations, performing

Contracts and Grants Invoice Lookup Search Results

search results

copying a document

Cost Category document

Customer XML Upload

file format

Edit List of Accounts Tab

electronic deposits, looking up and claiming

Generate Dunning Letters Lookup Search Results

search results

Global Account Delegate Tab

Global Object Code business rules

Global Object Code routing

Group document

Overview tab

initiating a maintenance document

maintenance documents

other common tabs

nightlyOutJob

nominalActivityClosingJob

Object Code

business rules

Object Code document routing

Organization business rules

organization reviewer

Organization routing

Overview tab

payment detail lookup

Payment File

Manually Upload

Payment File Batch Upload

file format

uploading a file to the PDP

Payment Spreadsheet

Manually Upload

Payment Spreadsheet Upload

file format

uploading a spreadsheet to PDP

Payment Spreadshet Upload

Payment, search for

payment,claiming a

Person document

Overview tab

Pre-Disbursement Processor batch processes

Proposal/Award Close document

Role document

Kim Type Lookup screen (creating new roles)

routing details, viewing

routing, account level (review hierarchy)

routing, special condition

searching for a document

Sub-Account business rules

Sub-Account routing

Sub-Object Code business rules

Sub-Object Code routing

Wire Charge document

Access Security

Access Security Simulation

Account

Account Description Tab

Account Maintenance Tab

Account Responsibility Tab

Contracts and Grants Tab

Guidelines and Purpose Tab

Indirect Cost Recovery Accounts Tab

routing

Account Delegate

Account Delegate Global From Model

Account Delegate Model

Account Delegate Model Tab

Account Description Tab

account level routing (fiscal officer)

Account Maintenance Tab

Account Responsibility Tab

Account Tab

Account Type document

Accounting Change Codedocument

accounting line import templates

Accounting Lines tab

buttons

debit/credit entries

displaying account detail

double-sided entries

fields, list of

import lines

sales tax

single-sided entry

Accounting Lines tab, Asset Payments document

Accounting Period document

Accounts Receivable

Cash Control document

Contracts and Grants Collection Activity document

Contracts and Grants Invoice lookup

Contracts and Grants LOC Review document

Customer Credit Memo document

Customer CSV Upload

Customer Invoice document

Customer Invoice Writeoff document

Customer Invoice Writeoff Lookup document

Customer XML Upload option

Final Billed Indicator document

Lockbox Upload

Payment Application document

Accounts Receivable (AR)

Accounts tab, Award (AWRD) document

Accrual type (AVAE)

ACH Bankdocument

ACH Transaction Codedocument

ACH Transaction Typedocument

ACHC

ACHD

ACHR

Acknowledge

acknowledging a document

action detail values, assigning

Action List

action list, filtering the

Action Taken Tab

Actions Taken tab

Ad Hoc Recipients tab

ad hoc routing

add final deposit button

add interim deposit button

Add Payments tab, Asset Global document

adding new unordered item

Line Item Receiving document

Address Type document

Address Type Lookup

Adjustment type (AVAD)

Advance Deposit (AD) document

Advance Deposits tab

business rules

example

routing

Affiliation Type Lookup

Agency document

Addresses tab

business rules

Collections Maintenance tab

Contracts & Grants tab

Customer tab

Edit Agency tab

post processing

Agency Number

auto generation

unused

Agency Type document

AICPA Function document

Amount View option

apply default

apply transaction

approve

asset

separating into two or more assets

Asset Acquisition Type document

Asset Acquisition Type tab, Asset Global document

Asset Acquisition Type tab, Equipment Loan/Return document

Asset Condition document

Asset Depreciation Information tab, Asset document

Asset Depreciation Method document

Asset Detail Information tab, Asset document

Asset Detail Information tab, Asset Fabrication Maintenance document

Asset Detail Information tab, Asset Global document

Asset Detail Information tab, Asset Retirement Global document

Asset Detail Information tab, Equipment Loan/Return document

asset detail, displaying, Asset Retirement Global document

Asset document

Asset Depreciation Information tab

Asset Detail Information tab

Asset Location tab

Components tab

Land Information tab

Organization Information tab

Payments Lookup tab

Payments tab

permissions

Related Document Lookup tab

Repair History tab

routing

View Asset Separate History tab

Warranty tab

Asset Fabrication Maintenance document

Asset Detail Information tab

Asset Location tab

Fabrication Information tab

Organization Information tab

routing

Asset Global document

Add Payments tab

adding a Payment to Asset Detail Information

adding new Location to Asset Detail Information

Asset Acquisition Type Lookup

Asset Acquisition Type tab

Asset Detail Information tab

business rules

example

Location tab

routing

Asset Inquiry

View Asset Merge History Tab

View Asset Separate History Tab

View Retirement Information Tab

Asset Inquiry document

View Equipment Loan Information Tab

Asset Location Global document

adding an asset to Edit List of Assets

business rules

Edit List of Assets tab

permissions

Asset Location tab, Asset document

Asset Location tab, Asset Fabrication Maintenance document

Asset Location tab, Asset Transfer document

Asset Location Type document

Asset Manual Payment document

Asset Object Code document

Asset Payment Document Type document

Asset Payment Lookup

lookup results table

Asset Payments document

Accounting Lines tab

Assets tab

business rules

example

Payments Lookup tab

Processed Payments section

routing

Asset Retirement Global document

Asset Detail Information tab

Asset Retirement Reason Lookup

Auction or Sold tab

business rules

business rules, Asset Detail Information tab

displaying asset detail

example

External Transfer or Gift tab

layout

permissions

Retirement Information tab

routing

Target Asset Information tab

Theft tab

Asset Retirement Reason document

Asset Status document

Asset tab, Equipment Loan/Return document

Asset Transaction Type document

Asset Transfer document

Asset Location tab

Asset Transfer Information tab

business rules

Organization Information tab

permissions

routing

Asset Transfer Information tab, Asset Transfer document

Asset Type document

Assets tab, Asset Payments document

asterisk

Auction or Sold tab, Asset Retirement Global document

AUTO FR

Auto Generation

Agency Number

Subcontractor Number

AUTO-REVERSAL

Auxiliary Voucher (AV)

Accrual type (AVAE)

Adjustment type (AVAD)

Recode type (AVRC)

Auxiliary Voucher (AV) document

Auxiliary Voucher Details tab

business rules

example

routing

Available Balances

Award (AWRD) document

Award Maintenance tab

business rules

Fund Managers tab

Invoicing tab

Project Directors tab

routing

Subcontractors tab

account tab

Organization tab

Award Balances Report

Award Maintenance tab, Award (AWRD) document

Award Status document

balance inquiries

consolidation option

dollar accumulators

drilldowns

including/excluding entries

Balance Type document

Balances by Consolidation

balancing rules

Bank code

setting for a transaction

Bank codesand PDP disbursements

Bank Maintenance document

Barcode Inventory Error document

Barcode Inventory process

Barcode Inventory Error document

Barcode Inventory Process document

example

business rules

CSV file layout

Manage Files tab

Barcode Inventory process, Capital Assets Management (CAM) module

Basic Accounting Category document

basic document operations

canceling

closing

copying

initiating

performing custom document searches

recall

routing

saving

searching

Batch File Lookup

batch input file format specifications

general XML rules

Batch input file format specifications

Batch Job Lookup

batch job, modify

batch job, scheduling a

batch jobs

controlling

batch processes

beginning balances

Billing Address document

Billing Frequency document

Billing Statement

blanket approving a document

Borrower's Address tab, Equipment Loan/Return document

Budget Adjustment (BA) document

example

Accounting Lines tab

business rules

fringe benefit amounts, generation of

income stream adjustments

Monthly Lines section, Accounting Lines tab

routing

Budget Aggregation Code document

budget carry forward

Budget Recording Level document

budget reversion

Building document

Bulk Receiving document

Bulk Receiving Initiation tab

business rules

Delivery tab

Document Overview tab

main screen

printing

routing

Vendor tab

business rules

Agency document

Award (AWRD) document

Cash Control document

Contracts and Grants Collection Activity document

Cost Category

Customer Credit Memo document

Customer Invoice document

Customer Invoice Writeoff document

Customer Invoice Writeoff Lookup document

Dunning Letter Template

Final Billed Indicator document

Invoice Template

Payment Application document

Proposal (PRPL) document

Account Delegate

Advance Deposit (AD) document

Asset Detail Information tab, Asset Retirement Global document

Asset Global document

Asset Payments document

Asset Retirement Global document

Asset Transfer document

Auxiliary Voucher (AV) document

beginning balances

Budget Adjustment (BA) document

Bulk Receiving document

CAB Purchasing Accounts Payable Report and Lookup

Cash Management (CMD)

Cash Receipts (CR) document

closing encumbrances

combining payments

Contract Manager Assignment (ACM) document

Contracts and Grants Invoice document

cost share carry forward encumbrances

Credit Card Receipt (CCR) document

depreciation process, Capital Asset Management (CAM)

Disbursement Voucher (DV) document

Distribution of Income and Expense (DI) document

Edit Asset document

Effort Certification module:

Effort Certification Recreate document

equipment loan renewal, Equipment Loan/Return document

Equipment Loan/Return document

equipment return, Equipment Loan/Return document

General Error Correction (GEC) document

General Ledger Transactions document

Global Account

Global Account Delegate

Global Object Code

Global Sub-Object Code

ICR Encumbrance transactions

ICR income and expense transactions

Indirect Cost Adjustment (ICA) document

Internal Billing (IB) document

Intra-Account Adjustment (IAA) document

Journal Voucher (JV)

Line Item Receiving document

Non-Check Disbursement (ND)

Object Code

Organization

Person document

Pre-Asset Tagging document

Pre-Encumbrance (PE) document

Procurement Card (PCDO) document

Report Definition document

reversal poster

Service Billing (SB)

Sub-Account

Sub-Object Code

sufficient funds

Transfer of Funds (TF) document

Vendor (PVEN)

Year-End documents

CAB Purchasing Accounts Payable Report and Lookup

Active Line Items tab, Purchasing/Accounts Payable Transactions document

adding asset information

allocating charges

business rules

merging multiple items

permissions

Purchase Order Processing tab, Purchasing/Accounts Payable Transactions document

Submitted Lines tab, Purchasing/Accounts Payable Transactions document

workflow and routing

Campus Parameter document

Campus Type Lookup

CampusMaintenanceDocument

canceling a document

Canceling and re-issuing payments with flexible bank specification

Capital Asset Builder

Purchasing/Accounts Payable Transactions Lookup

Capital Asset Builder (CAB)

batch status report

General Ledger Transactions Lookup

Pre-Asset Tagging document

Pre-Asset Tagging Lookup

Capital Asset Management

batch processes

Capital Asset Management (CAM)

depreciation process

depreciation process, business rules

Capital Asset Management (CAM) module

Asset document

Asset Lookup

Asset Lookup results

Capital Asset System State document

Capital Asset System Type document

Capital Assets Management (CAM) module

Capital Edit tab

capitalization of assets and liabilities

Carrier document

Cash Balances

Cash Control document

Cash Control tab

General Info tab

routing

business rules

example

Cash Controls

custom document search)

Cash Drawer Activity section

Cash Drawer Activity tab

Cash Drawer Currency/Coin section

Cash Drawer document

Campus tab

Cash Drawer tab

Currency Amounts tab

Cash Management (CMD)

Cash Receipt (CR) document

Cash Reconciliation tab

Cash Receipts (CR) document

business rules

Change Request tab

Check Detail tab

Currency and Coin Detail tab

example

Print Cash Receipt Coversheet option

routing

Cash Receipts tab

Cash Receipts(CR) document

confirming and approving

Cash Reconciliation tab

cash reversion

Cashiering Transaction Checks tab

Cashiering Transactions tab

Catalog of Federal Domestic Assistance (CFDA) document

caveats about using documentation

CDFA document

CG Cost Sharing Tab

CG ICR Tab

Change Request tab

Chapter 3 Status document

Chapter 4 Status document

Chart document

Chart of Accounts (COA)

Chart of Accounts Batch Processes

Check Detail tab

CHKC

CHKD

CHKR

claiming electronic deposits

closing a document

closing an account, business rules for

collapse all button

Collection Activity Report

Collection Activity Type document

Collection Event document

Collector

Collector Flat File Upload

file format

Collector Flat File Upload option

Collector XML Upload

file format

Collector XML Upload option

Commodity Code document

Commodity Code tab

Contract Managers tab

W-8 Ownership Typestab

Components tab, Asset document

Configuring Non-Production Email Notifications

Contact Information tab

Contact Type document

continuation account

Contract Manager Assignment (ACM) document

Assign a Contract Manager tab

business rules

example

routing

Contract Manager document

contracts & grants

Award (AWRD) document

batch processes

Proposal (PRPL) document

Contracts and Grants Aging Report

Contracts and Grants Collection Activity

Contracts and Grants Collection Activity document

Award Information tab

business rules

example

List of Invoices tab

routing

Global Collection Event tab

Contracts and Grants Invoice

business rules

Contracts and Grants Invoice Document

Account Summary tab

Bills tab

Contracts and Grants Invoice LOC Review Initiation tab

General tab

Invoice Details Tab

Invoice Suspension Categories tab

Invoice tab

Milestones tab

Organization tab

routing

Transmission Details tab

example

Contracts and Grants Invoice Document Error Log Report

Contracts and Grants Invoice lookup

Contracts and Grants Invoice Summary document

Contracts and Grants Invoice Summary

Contracts and Grants Invoices

custom document search)

Contracts and Grants Letter of Credit Review

document

Contracts and Grants Letter of Credit Review document

Award Accounts tab

General tab

post processing

business rules

example

Contracts and Grants LOC Review document

Contracts and Grants Tab

Contracts tab

Copied from Document ID

copying a document

Correction File Upload Tab

Correction Process Tab

Cost Category document

Cost Category tab

Object Codes tab

Object Consolidations tab

Object Levels tab

cost share encumbrances

cost share transfers

CountryMaintenanceDocument

CountyMaintenanceDocument

Create a New Final Deposit screen

Create Capital Assets tab

Create Division option

creating a .csv file

Credit Card Receipt (CCR) document

business rules

Credit Card Receipts tab

example

routing

Credit Card Receipts tab

Credit Card Type document

Credit Card Vendor document

Credit Memo Status document

csv

cumulative balances

Currency and Coin Detail tab

Currency/Coin section

Current Account Balances

Custom Document Searches

Cash Controls)

Customer Credit Memos)

common features and search options

common search criteria

Customer Address Type document

Customer Aging Report

Customer Bank tab

Customer Check/ACH tab

Customer Credit Memo document

General tab

Items tab

post-processing

routing

business rules

example

Customer Credit Memos

custom document search)

Customer CSV Upload

file format

Customer CSV Upload function

Customer document

Addresses tab

Collections tab

Contact Information tab

Corporate Information tab

General Information tab

Customer History Report

Customer Invoice document

Bill To Address section, Billing/Shipping tab

Billing Summary section, General tab

Billing/Shipping tab

Customer Information section, General tab

Detail Information section, General tab

General tab

Organization tab

Recurrence Details tab

routing

Ship To Address section, Billing/Shipping tab

Statement Information section, General tab

Accounting Lines tab

business rules

example

Customer Invoice Item Code document

Billing Organization tab

Invoice Item Code tab

Item Code Default Account tab

Customer Invoice Report

Customer Invoice Writeoff document

Customer Information section, Customer Invoice Summary tab

Customer Invoice Summary tab

Customer Invoice Writeoff Initiation tab

Invoice Information section, Customer Invoice Summary tab

Invoice Items tab

main screen

post-processing

routing

business rules

example

Customer Invoice Writeoff Lookup document

Customer Invoice Writeoff Summary

routing

search results

business rules

example

Customer Invoice Writeoffs

custom document search)

Customer Invoices

document search)

Customer Number tab

Customer Processing tab

Customer Profile document

Customer Profile tab

Customer Type document

Customer XML Upload option

Data Entry Tips

data import

creating a .csv file

Data import templates

Attendee_List_Import.xlxs

BA_YEBA_Import.xlxs

ICA_Import.xlxs

JV_Ext_Encumbr_Import.xlxs

JV_NonOffset_Bal_Type_Import.xlxs

AV_Import.xlxs

CAM_MPAY_Account_Import.xls

GEC_YEGEC_Import.xls

JV_Offset_Bal_Type_Import.xls

LLJV_Import.xls

ND_Import.xls

PE_Disencumbrance_Only_Import.xls

PURAP_Account_Import.xls

PURAP_Item_Import.xls

Standard_Import.xls

data import templates

data import templates, links to default

data validation

date fields

debit/credit entries

Definition document

delegate, creating a

Delegates for Model Tab

Delivery Required Date Reason document

demerger

Deposit Header tab

Deposits tab

Depreciation Convention document

depreciation process, Capital Asset Management

detailed vs. basic searches

Detect Missing Entries

disapproving a document

Disbursement Number Range document

Disbursement Typedocument

Disbursement Voucher (DV) document

Disbursement Voucher Payment Reason Code document

Disbursement Voucher Tax Income Class Code document

Disbursement Voucher Travel Company

Disbursement Voucher Travel Expense Type Code document

Disbursement Voucher Travel Mileage Rate document

Disbursement Voucher Travel Per Diem document

Disbursement Vouchers

custom document search)

dispute button

Distribution of Income and Expense (DI) document

business rules

example

routing

Document Body

Document Configuration view

Document Information tab

Permissions tab

Workflow / Responsibilities tab

Document Configuration view

document fundamentals

Document Header

document hierarchy view, KIM data

document layout

Document Overview tab

document search

Document Type

Document Type document

Document Type tab

Fields Available for Retroactive Application tab

Document Type Inquiry

displaying from document hierarchy view

document types

ACHC

ACHD

ACHR

CHKC

CHKD

CHKR

Documentation Location Code

documents

copying a document

editing a document

initiating maintenance

searching for a document

edit tab

Documents in System Tab

document-specific searches

DocumentTypeMaintenanceDocument

initiating from document hierarchy view

double-sided entries

drilldown

document ID

Dun and Bradstreet

Dunning Campaign document

Dunning Campaign tab

Dunning Letter Distribution tab

Dunning Letter Template document

Dunning Letter Template tab

Organization tab

Duplicate Certifications report

Edit Criteria Tab

Edit List of Accounts Tab

Edit List of Assets tab, Asset Location Global document

Edit List of Pre-Asset Tagging Details tab, Pre-Asset Tagging document

Edit Options and Action Tab

Edit Pre-Asset Tagging tab, Pre-Asset Tagging document

editing a document

Effort Certification

batch processes

Effort Certification (EC) module

Effort Certification document

adding an effort distribution to Effort Summary or Effort Detail section

document header

Document Overview tab

Effort Detail tab

Effort Summary tab

modifying existing effort distribution line in Effort Detail section

modifying existing effort distribution line in Effort Summary section

Report Information tab

effort certification documents

extracting effort data from the Labor Ledger

generating

Effort Certification Extract Build report

Effort Certification module

business rules

Duplicate Certifications report

Effort Certification document

Effort Certification Extract Build report

example

Outstanding Certifications by Chart/Org/Report

Outstanding Certifications By report

routing, report

Salary Expense Transfer document

Effort Certification Recreate document

business rules

Document Overview tab

Effort Detail tab

example

routing

Effort Certification Transaction Documents

Effort Detail tab, Effort Certification document

Effort Detail tab, Effort Certification Recreate document

effort reports

creating from extracted data

Effort Summary tab, Effort Certification document

Electronic Invoice Item Mapping document

Email Type Lookup

employee paid outside of payroll

Employee Status Lookup

Employee Type Lookup

encumbranceForwardJob

Enterprise Feed Upload

General Ledger (data) flat file format

reconciliation flat file format

Enterprise Feed Upload option

enterpriseFeedJob

Entity Name Type Lookup

Entity Type Lookup

Equipment Loan/Return document

Add Payments tab

Asset Acquisition Type tab

Asset Detail Information tab

Asset tab

Borrower's Address tab

business rules

business rules, equipment loan renewal

business rules, equipment return

equipment loan renewal

Equipment Loans tab

equipment return

example

Location tab

permissions

Recalculate Total Amount tab

routing

Equipment Loans tab, Equipment Loan/Return document

errors, correcting after approval

Excel

Exception Attached

expand all button

expense

export option

exporting data

External Identifier Type Lookup

External Transfer or Gift tab, Asset Retirement Global document

extracted data

creating reports from

Fabrication Information tab

Fabrication Maintenance document

business rules

Federal Financial Report

Federal Function document

Federal Funded Code document

Field Lookup

File Validation

Barcode Inventory Process document

Filter Options

filter, action list

Final Billed Indicator document

Final Billed Indicator Entries tab

post-processing

routing

business rules

example

Final Deposit Header tab

final validation

finalize deposits button

finalized CMD document

Financial Processing

Advance Deposit (AD) document

Auxiliary Voucher (AV) document

Budget Adjustment (BA) document

Cash Receipt (CR) document

Credit Card Receipt (CCR) document

Disbursement Voucher (DV) document

Distribution of Income and Expense (DI) document

General Error Correction (GEC) document

Indirect Cost Adjustment (ICA) document

Internal Billing (IB) document

Intra-Account Adjustment (IAA) document

Pre-Encumbrance (PE) document

Transfer of Funds (TF) document

Financial Processing(FP)

Financial Reporting Code document

Financial Reporting Code Tab

financial transaction document tabs

Accounting Lines tab

Capital Edit tab

Create Capital Assets tab

General Ledger Pending Entries tab

Modify Capital Assets tab

financial transaction documents

balancing rules

Financial Transactions

custom document search)

Financial Transactions Processing

Financials Namespace document

Financials Parameter Component document

Financials Parameter document

Financials Parameter Type document

Fiscal Officer

Fiscal Year Function Control document

Fiscal Year Function Control document

Fiscal Year Maker

flexible bank offset

Flexible bank specification

PDP General Ledger entries with

flexible banking offsets

flexible offset

by account

foreign draft

Foreign Draft tab

Format Checks/ACH

Disbursement Ranges tab

Format Disbursements

Customers tab

Format Options tab

Format Reset

clearing a format process

Format Reset

Format SummaryLookup

FP

batch processes

fringe benefit amounts, generation of

Function Control Code

Function Control Code document

Fund Managers tab, Award (AWRD) document

Funding Source document

Future Action Requests tab

future reversal update

FYI

General Error Correction (GEC) document

business rules

example

routing

General Ledger

Collector Flat File Upload option

Collector XML Upload option

Enterprise Feed Upload option

General Ledger (GL)

General Ledger Balance

General Ledger Batch Processes

General Ledger Correction Process

General Ledger Correction Process (GLCP)

Correction File Upload Tab

Correction Process Tab

Documents in System Tab

Edit Criteria Tab

Edit Options and Action Tab

Search Criteria For Manual Edit Tab

Search Results Tab

Summary Tab

General Ledger entries generated by PDP

General Ledger Entry

General Ledger Overview

General Ledger Pending Entries tab

General Ledger Pending Entry

General Ledger Processing document

Financial Documents Capital Asset Info tab

GL Entry Processing tab

routing

General Ledger Transactions document

business rules

Generate Dunning Letters Summary document

Generate Dunning Letters Summary

generate lines button

GL account balance posting

GL encumbrance update

GL Inquiries

Basic Information

GL posting

account balances

detail

poster report

GL process

collectorJob

detectMissingEntriesJob

scrubberJob

Global Account

Edit List of Accounts Tab

Global Account Maintenance Tab

Global Account Delegate

Global Account Delegate Model document

routing

global account delegate, creating a new global from model

global account delegate, creating a new global from scratch

Global Account Maintenance Tab

Global Chart of Accounts documents

Global Object Code

Global Object Code Maintenance Tab

Multiple Year and Chart Tab

Global Object Code Maintenance Tab

Global Sub-Object Code

Account Tab

Global Sub-Object Code Tab

Object Code Tab

Global Sub-Object Code Tab

grant

Grant Description document

Group document

Assignees tab

Guidelines and Purpose Tab

Higher Education Function document

HRIS system

HRMS Unit Tab

icons

icons and symbols, Kuali Financials user documentation

ICR Encumbrance Poster

ICR encumbrances

ICR expense and income entries

ICR Poster

ICR transaction posting

Immediate Payment Indicator

import lines

Include Cost Share Sub-Accounts

income

income stream adjustments

Indirect Cost Adjustment (ICA) document

business rules

example

routing

Indirect Cost Recovery Accounts Tab

Indirect Cost Recovery Exclusion by Account document

Indirect Cost Recovery Exclusion by Type

Indirect Cost Recovery Rate Detail

Indirect Cost Recovery Rate document

Indirect Cost Recovery Type document

initiating a document

Instrument Type document

Internal Billing (IB) document

business rules

example

Items tab

routing

Intra-Account Adjustment (IAA) document

business rules

example

routing

Invoice Recurrence document

Invoice Template document

Invoice Template tab

Organization tab

Invoicing tab, Award (AWRD) document

Item Reason Added document

Item Type document

Journal Voucher (JV)

Accounting Lines tab

business rules

example

Journal Voucher Details tab

Journal Voucher Details tab

KEW

KIM Type Lookup screen

Kuali Financials

Kuali financials dashboard

Kuali Financials user documentation, about the

Kuali Identity Management (KIM)

basic concepts

Document Configuration view, KIM data

document hierarchy view, KIM data

Labor Distribution (LD)module

Land Information tab, Asset document

lapsing rules

Letter of Credit Draw Report

Letter of Credit Fund document

Letter of Credit Fund Group document

lexible bank specification parameters

Line Item Receiving document

adding new undordered item

business rules

Delivery tab

Document Overview tab

Items tab

Line Item Receiving Initiation tab

Vendor tab

Line Item Receiving Status document

links

Location tab, Asset Global document

Lockbox Upload

file format

Lockbox Upload option

Log Action Message tab

Logo Upload

Look Up / Add Multiple Invoices

Look Up / Add Multiple Object Code Lines

Look Up / Add Multiple Object Consolidation Lines

Look Up / Add Multiple Object Level Lines

lookup

add multiple lines

field

magnifying glass

maintenance documents

common tabs

Edit tab

Manage Files tab, Barcode Inventory Process document

Mandatory Transfer Elimination document

Menu Configuration

Merchant Category Code

Message of the Day

Method of Invoice Transmission document

Method of PO Transmission document

Milestone Report

Milestone Schedule document

Milestone Schedule tab

Milestones tab

Modify Batch Job screen

Dependencies tab

Job Info tab

Steps tab

Modify Capital Assets tab

modules, Kuali Financials

Money In

Money Out

multiple value lookup

Multiple Year and Chart Tab

named search

Navigating through Kuali Financials

Navigation Configuration

Negative Payment Request Approval Limit document

nesting roles

Non Resident Alien Tax Percent document

Non-Check Disbursement (ND)

business rules

example

Non-Editable

Travel Company

Non-Employee Travel Expense tab

non-identifying fields

nonresident alien

Nonresident Alien Tax tab

Notes and Attachments tab

Object Code

Object Code Tab

Object Consolidation document

Object Level document

Object Sub-Type document

Object Type document

Offset Account document

Offset Definition

Offset Definition document

Offset Definition Table

offset generation

open and closed encumbrance amounts

Open Encumbrances

Open Miscellaneous Advance area

Open Miscellaneous Advances section

Organization

HRMS Unit Tab

Plant Accounts Tab

Organization Accounting Default document

Organization Accounting Defaults tab

Organization Income Account Defaults tab

Organization Receivable Account Defaults tab

Organization Writeoff Account Defaults tab

Organization Accounting Default document

organization and conventions

Organization Information tab, Asset document

Organization Information tab, Asset Fabrication Maintenance document

Organization Information tab, Asset Transfer document

Organization Options document

Organization Invoice Information tab

Organization Remit To Address tab

Organization Options tab

Organization Phone tab

Organization Parameter document

Organization Reversion Category document

Organization Reversion document

carry forward rules

Organization Reversion Details tab

Organization Reversion tab

Organization Reversion Global document

Global Organization Reversion Details tab

Global Organization Reversion tab

Global Organizations Reversion Organizations tab

Organization Review

organization review (review hierarchy) routing

Organization Review document

Assignee/Delegation tab

business rules

Organization Tab

Organization Type document

organizationReversionJobs

Organizations tab, Award (AWRD) document

Organizations tab, Proposal (PRPL) document

Origination Code document

Outstanding Certifications by Chart/Org/Report

Outstanding Certifications By report

Outstanding Invoice Report

Ownership Category document

Ownership Type document

parameters

SALES_TAX_APPLICABLE_ACCOUNTS_AND_OBJECT_CODES

SALES_TAX_APPLICABLE_DOCUMENT_TYPES

Payee ACH Accountdocument

Payee Lookup

PayeeTypeLookup

Payment Application document

Apply to Invoice Detail tab

Control Information tab

Non-AR tab

Summary of Applied Funds tab

business rules

example

Quick Apply to Invoice tab

Payment Applications

custom document search)

Payment Bank History Lookup

Payment Change Code document

Payment Documentation Location document

Payment History Report

Payment Information tab

Payment Medium document

Payment Request (PREQ) document

Payment Request Auto Approve Exclusions document

Payment Request Status document

Payment Statusdocument

Payment Term Type document

Payment Type document

Payments Lookup tab, Asset document

Payments tab, Asset document

Payments with flexible bank specification

canceling and re-issuing

PDP and flexible bank offsets

PDP disbursements and bank codes

PDP General Ledger entries with flexible bank specification

PDP-generated General Ledger entries

Pending Action Requests Tab

Period 13

Permission document

Permission Details tab

Permission Info tab

Person document

business rules

Contact tab

Membership tab

Privacy Preferences tab

Phone Type document

Phone Type Lookup

Plant Accounts Tab

plant indebtedness

PostalCodeMaintenanceDocument

Poster Files

Poster Output Summary

poster report

posterBalancingJob

posterJob

Pre-Asset Tagging document

business rules

document layout

Edit List of Pre-Asset Tagging Details tab

Edit Pre-Asset Tagging tab

example

Pre-Asset Tagging Lookup

routing

Predetermined Billing Schedule document

Bills tab

Predetermined Billing Schedule tab

Pre-Disbursement Processor

Pre-Disbursement Processor (PDP)

Pre-Disbursement Processor Status tab

Pre-Encumbrance (PE) document

business rules

example

Pre-Encumbrance Details tab

routing

Pre-Encumbrance Details tab

Pre-Paid Travel Expenses tab

pre-scrubber

Primary Delegate

Procurement Card (PCDO) document

business rules

dispute button

example

routing

Transaction section

Procurement Card Defaults document

Default Procurement Card Holder Information tab

Procurement Card Default Account Information tab

Procurement Card Default Settings tab

Procurement Card Upload

file format

Procurement Card Upload option

Project Code

Project Directors tab, Award (AWRD) document

Project Directors tab, Proposal (PRPL) document

Proposal (PRPL) document

business rules

Project Directors tab

Proposal Maintenance tab

Research Risks tab

routing

Subcontractors tab

Organization tab

Proposal Maintenance tab, Proposal (PRPL) document

Proposal Purpose document

Proposal Status document

Proposal Type document

Purchase Order (PO) document

Capital Asset tab

General Ledger Pending Entries

Quotetab

Purchase Order (PO) encumbrance amounts

Purchase Order (PO) encumbrances

Purchase Order Amend (POA) document

business rules

Purchase Order Contract Language document

Purchase Order Cost Source document

Purchase Order Quote Language document

Purchase Order Quote List document

Quote List tab

Vendors tab

Purchase Order Quote Status document

Purchase Order Status document

Purchase Order Vendor Choice document

Purchasing & AP Module

Purchasing/Accounts Payable

Contract Manager Assignment (ACM) document

recall a document

receipt

Receiving Address document

Receiving Threshold document

Recently Closed Miscellaneous Advances

Recode type (AVRC)

Recurring Payment Frequency document

Recurring Payment Type document

Related Document Lookup tab, Asset document

Repair History tab, Asset document

Report Definition document

business rules

Edit Report Position Object Group Codes tab

Report Definition tab

Report Earn Paygroup document

Report Information tab, Effort Certification document

Report Period Status Code document

Report Type document

Requested Of

required fields

Requisition (REQS) document

Capital Asset Items section, Capital Asset tab

Capital Asset tab

document header

Location section, Capital Asset tab

remove commodity codes from all items

System Detail section, Capital Asset tab

Requisition Source document

Requisition Status document

Research Risk Type document

Research Risks tab, Proposal (PRPL) document

Responsibility Center document

Responsibility document

Responsibility Details tab

Responsibility Info tab

Restricted Status document

Retirement Information tab, Asset Retirement Global document

Reversal Date

reversal poster

report

Role document

Assignees tab

Delegations tab

Overview tab

Permissions tab

Responsibilities tab

Responsibility Action subsection

Role/Group/Permission/Responsibility Type (KIM Types)

roles, creating new

roles,nesting

Room document

route levels

route levels, typical

Route Log

Route Log tab

route nodes

routing

Account Delegate

Global Account

Global Account Delegate

Global Object Code

Intra-Account Adjustment (IAA) document

Object Code document

Organization

Sub-Account

Sub-Object Code

Routing & Authorization Document Type Hierarchy

Document Configuration view, KIM data

document hierarchy view, KIM data

Routing a Document

routing, account level (fiscal officer)

routing, ad hoc

routing, workflow

Salary Expense Transfer document

restrictions

sales tax

SALES_TAX_APPLICABLE_ACCOUNTS_AND_OBJECT_CODES parameter

SALES_TAX_APPLICABLE_DOCUMENT_TYPES parameter

saving a document

Scrubber

Scrubber Files

Scrubber Output Summary

search

Search Alias tab

Search Criteria For Manual Edit Tab

Search for Batch

Search for Payment (payment detail lookup)

Account Details tab, Payment Detail Inquiry

Bank Info tab, Payment Detail Inquiry

Batch tab, Payment Detail Inquiry

History tab, Payment Detail Inquiry

Notes tab, Payment Detail Inquiry

Payee tab, Payment Detail Inquiry

Payment Detail Inquiry

Payment tab, Payment Detail Inquiry

Summary tab, Payment Detail Inquiry

taking actions on payments

Search Results Tab

search, named

searches

detailed vs. basic searches

document-specific searches

saving

super user vs. non-super user searches

searching for a batch

searching for a document

Secondary Delegate

Security Attribute document

Security Definition document

Document Types tab

Security Definition tab

Security Model document

Model Definitions tab

Model Members tab

Security Model tab

Security Principal document

Principal Models tab

Principal Definitions tab

Security Principal tab

select all button

Sensitive Data document

Separate Asset

Asset Location (XXXXXX)

New Asset Unique Information section

Separate Assets

business rules

Separate Assets document

Service Billing (SB)

business rules

example

Items tab

Service Billing Control Table

Shipping Payment Terms document

Shipping Special Conditions document

Shipping Special Conditions tab

Shipping Title document

single-sided entry

Small Business Administration

Source of Funds document

special condition routing

Special Handling

Special Handling tab

Special Navigation Features

standard links and icons

standard tabs

StateMaintenanceDocument

Stuck Documents

Sub-Account

CG ICR Tab

Sub-Account

Sub-Account Code Tab

Sub-Contractor document

Subcontractor Number

auto generation

Subcontractors tab, Award (AWRD) document

Subcontractors tab, Proposal (PRPL) document

Sub-Fund Group document

Sub-Fund Group Type document

Sub-Object Code

Sufficient Funds

balance update

Sufficient Funds Code document

sufficientFundsAccountUpdateJob

sufficientFundsFullRebuildJob

Summary Tab

super user action tab

super user functions

super user vs. non-super user searches

Supplier Diversity document

Supplier Diversity tab

Suspended Invoice Detail Report

Suspended Invoice Summary Report

System Information document

Object Codes tab

Remit To Information tab

University Clearing Account tab

System Information tab

System Information document

System Options document

Target Asset Information tab, Asset Retirement Global document

Tax Region document

Create Tax Regions tab

Tax Region Counties tab

Tax Region Rates tab

Tax Region Type document

templates, data import

The Fund Group document

Theft tab, Asset Retirement Global document

Tickler Report

transaction generation

Transfer of Funds (TF) document

business rules

example

routing

Trial Balance

typographic conventions, Kuali Financials user documentation

Unit of Measure document

University Budget Office Function document

University Date

Scrubber

University Date document

unselect all button

Vendor

Vendor (PVEN)

Address tab

business rules

collections

Contact tab

Contracts tab

Corporate Information section

Create Division option

Customer Number tab

Detail Information section

General Information section

Search Alias tab

Shipping Special Conditions tab

Supplier Diversity tab

Vendor Commodity Codes tab

Vendor Phone Number tab

Vendor tab

Vendor (PVEN)outing

Vendor Commodity Codes tab

Vendor Contracts

Vendor Exclusion lookup

Vendor Inactive Reason document

Vendor Phone Number tab

Vendor Stipulation document

Vendor tab

Vendor Type document

View Asset Separate History tab, Asset document

W-8 Type document

W-8 Type tab

W9/W-8BEN Completed

Warranty tab, Asset document

wire transfer

Wire Transfer tab

Workflow

Workflow action buttons

workflow preferences, setting

Workflow responsibilities

workflow routing

XML

Year End

Year-End Budget Adjustment (YEBA)

Year-End Distribution of Income/Expense (YEDI)

Year-End documents

business rules

example

routing

Year-End General Error Correction (YEGEC)

Year-End Transfer of Funds (YETF)