Division of Financial Affairs

Here are some of DFA's most commonly used tools and resources that help departments with processing and reporting on financial transactions.

For direct access to Kuali Financial System (KFS) functions, please use the KFS Portal. A variety of resources are also available on the Admin tab of myCornell.

• Account and Security Setup Tools
  
• Deadlines and Schedules
• Non-DFA Cynergy Tools (HR, workflow, etc.)
  
• Payroll Services Tools
• Quick Guides
• Reporting Tools
• Standard Operating Procedures for KFS e-docs
  
• Student Services Tools
  
• Transaction and Payment Processing Tools

• Request Access to Financial Information (for ADW and APPS)
  
• Request Payment Approval Authority
• Set Up and Manage Accounts

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• Year-end Deadlines
• Payroll Disbursement Dates
  

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• HR/Payroll Data Access Form
• General Purpose Workflow Document

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• Colts
• Direct Deposit
  
• Kronos
• View Your Paycheck
  
• W-2 Reissue Request
  
• W-4 Self Service
  

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• Disbursement Voucher (DV) e-doc Quick Guide
• e-SHOP Quick Guide
• Requisition (REQS) e-doc Quick Guide

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• Accounting Data Warehouse/Brio
• Annual Financial Reports
• Monthly Accounting Statements
• Web Financials
• Labor Distribution

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Many Standard Operating Procedures (SOP) are still under development, and this list may not be complete. For the entire list, see the SOP page in Confluence.

Note: All SOP documents are subject to modification pending ongoing analysis.

Chart of Accounts

Chart Manager: David Hegelein

• Account
  
• Sub-Account
  
• Account Global
• Account Delegate
• Account Delegate Global
• Organization
  
• Sub-Object Code
  
• Sub-Object Code Global
  

Financial Processing

Financial Processing Manager: Cathy Salino

• Financial Processing Overview (Updated: 9/14/2011)
  
• Advance Deposit (Updated: 9/23/2011)
  
• Auxiliary Voucher
• Budget Adjustment
• Credit Card Receipt
• Disbursement Voucher (Updated: 11/23/11)
• Distribution of Income and Expense (Updated: 11/22/11)
  
• General Error Correction (Updated: 11/23/2011)
  
• Internal Billing
• Pre-Encumbrance
• Transfer of Funds (Updated: 11/17/11)
  

Purchasing

Cornell Procurement Services

• Purchasing Overview (Updated: 9/25/2012)
• Disbursement Voucher Vendor (Updated: 9/25/2012)
  
• Payment Request (Updated: 9/25/2012)
  
• Procurement Card (Updated: 2/23/2012)
  
• Purchase Order Vendor
• Receiving and Purchase Order Amendment
• Requisition to Purchase Order Process (Updated: 9/25/2012)
• e-SHOP (Updated: 9/25/2012)

Contracts & Grants

Sponsored Financial Services contact: Janet Strait

• C&G Overview (includes Award and Proposal)
  
• Cost Share Sub-Accounts

Labor Distribution

Payroll Office contact: Robert Emborski

• Salary Expense Transfer (Updated: 10/21/2011)
  

Capital Assets

Cost & Capital Assets contact: Nancy Abbott

• Capital Assets, Asset Location Global and Asset Retirement Global
• Capital Assets, Edit, Transfer and Loan
• Capital Assets, Fabrication
• Capital Assets, Global Add
• Capital Assets Overview
• Capital Edit tab, Financial Processing
• Capital Edit tab, Purchasing
  

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• CornellCard
• Electronic 1098-T
• Net.Pay
• Student Loan Repayment System
  
• Student Refund Direct Deposit
  
• Tuition Payment Plan/Cornell Installment Plan

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• ACH Enrollment (Direct deposit for non-payroll payments)
  
• Payment Request System
  
• Travel Reimbursement System
• Wire Transfers/Domestic and Foreign Payments
  

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