The Kuali Financial System (KFS) Financial Processing (FP) module replaced the legacy Journal Entry Management System (JEMS), Payment Request application, and forms used to process cash receipts, wires, and manual account payable vouchers. Both central and campus staff use the module, depending on the type of financial transaction to be processed. In KFS, transactions are processed through electronic documents (e-docs).
KFS allows an FP e-doc initiator to recall an e-doc to their action list, as long as the e-doc has not been acted upon by an approver. The recall action is available to the e-doc initiator at the bottom of eligible e-docs (see image below).
When an initiator chooses to recall an e-doc, KFS presents a message with two options (see image below):
If an e-doc was automatically generated from the Online Travel System, the recall option you choose determines whether you can reopen and edit the trip.
Certain institutional e-docs generated by central administrative offices are considered critical and need to be approved within the month they are created or by a specific date. Central administrative offices also process correcting entries that may be blanket approved. To facilitate timely approvals of these documents, General Accounting, Sponsored Financial Services, and the Budget Office will be blanket approving these e-docs. A blanket approval means that the fiscal officer and/or a designee will receive an "FYI" instead of an approval.
Below is a list of the types of transactions that will be blanket approved. This list is not meant to be exhaustive, because one-time requests could be received periodically.
All KFS e-docs are based on predefined rules and automated workflow, which guide the staff performing transactions and decrease errors. All KFS users can view most transaction documents, except for sensitive or confidential information like salaries. Maintenance e-docs are administered centrally and do not route for approval.
To learn more, you can watch presentations about the Financial Processing module.