KFS Accounts Receivable

Class 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.

Users will learn how to create customer records, customer invoices, recurring invoices, create a customer credit memo and view/ run an aging report, and billing statement.This class has a run time of 2.0 hours which includes a 10-15 minute break.

Note: All sessions will be held via Zoom and sent via email the Friday before class.

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

Monday May 20, 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.