KFS Financial Processing

Class 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.

Note: All sessions will be held via Zoom. The link is included in the registration notification email.

Note: KFS Online Training Prerequisite tutorials are located here. It is strongly suggested to go through the tutorials before attending training. There are 13 tutorials that will take approximately 60-75 minutes to complete. These tutorials will provide users with an understanding of how to navigate within KFS and will provide a baseline knowledge for classroom training.

If you need to cancel your registration, please email kfs@umd.edu with “training” in the subject line. Please provide your name, and the name, date and time of the class. Please email kfs@umd.edu if you need assistance.

No-shows and registration cancellations received less than 24 hours before class will be charged $25 to their departmental account.

First Name *

Last Name *

Phone *

Email Address *

Supervisor Email *

Office Address

Campus *

Department *

KFS Account *

Division/College *

Note: Directory ID is the ID used for logging into PHR and ARES

UID is your 9 digit University ID found on your PHR Timesheet.

Directory ID * 🛈

UID * 🛈

Training Sign-up and Selection - Select one class

KFS Financial Processing Basics *

Tuesday, March 12, 2024 1:00 PM - 3:00 PM

Class Registration Notes: Classes will be scheduled on a monthly basis or as needed. Classes will be cancelled if there are no registrations by the Friday before the class. If you have any questions please email us at kfs@umd.edu or call 301-405-2603.

Note:

In order to connect to the Kuali Financial System (KFS) users MUST already be connected to the campus VPN BEFORE trying to connect to the KFS. VPN Software is available via the IT Service Center and includes the download and software installation instructions.

Prior to registration please get authorization to attend classroom training from your supervisor.