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Kuali Day @ Cornell

This January 13, 2011, Kuali Day @ Cornell featured keynote speakers from Kuali Foundation partner schools and Cornell, detailed demos of the Kuali Financial System, overviews of Kuali Coeus (research administration) and Cynergy (the engine of Kuali), along with technical topics.

You can watch video of all the sessions on the Presentations page.

Capital Assets

Learn about the two-part KFS Capital Asset module. Capital Asset Management (CAM) provides the ability for campus to view and update assets purchased through the institution's financial system, as well those received as gifts, transfers, or furnished by the government. Alongside the ability to update asset information, CAM allows campus to track warranty and repair information and component parts.

The Capital Asset Builder (CAB) is the asset creation component for tracking movable capital additions. Information from the General Ledger and the Purchasing module are pulled together in CAB to create assets or add payments to existing assets.

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Chart of Accounts Maintenance

The KFS Chart of Accounts module allows for the set-up and maintenance of the attributes that define the accounting structure KFS uses to record transactions in the general ledger. This session will cover the new accounting string and how to create and update Accounts, Sub-Accounts, and Sub-Object Codes.

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Cornell’s KFS Technical Ecosystem

A broad overview of the KFS system and how it will operate here at Cornell. The session will cover interfaces, batch processing, and some key Cornell-specific modifications that have been made to enable interoperation with key systems at the University.

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Cynergy: Kuali’s Workflow Engine

Cynergy is Cornell's implementation of Kuali Rice, the robust middleware upon which all Kuali applications run. It provides enterprise workflow, identity and access management, and notification services, bringing consistency to the end-user experience, underlying technology, and development practices used to build the applications. It also includes an application development framework.

We will provide an overview of Cynergy, the technology behind it, and a look at the Cornell applications currently using it. Finally, we will look at ways you can leverage Cynergy locally for your Cornell business needs.

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Financial Processing I, Transactional e-docs

The KFS Financial Processing module replaces the legacy Journal Entry Management System (JEMS), payment request application, and paper forms used to process cash receipts, wires, and manual account payable vouchers. It also adds robust new functionality.

This session covers the most common and widely used e-docs used by staff members with the responsibility for processing financial transactions, including Advance Deposit, Auxiliary Voucher, Distribution of Income & Expense, General Error Correction, Internal Billing, Pre-Encumbrance, and Transfer of Funds.

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Financial Processing II, The Disbursement Voucher

A follow-up to Financial Processing I, this session covers the more specialized Disbursement Voucher e-doc (DV), used to process payments that do not require a purchase order. Generally, staff members in financial transaction centers will create and approve DVs.

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In My Life: A Day in the Life of a KFS User

Get a glimpse into how KFS e-docs are used to accomplish some of the most common day-to-day financial transactions. Complementing individual module sessions, “In My Life” walks through several scenarios from start (which e-doc to use) to finish (final approval of the document).

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Information Delivery & Reporting

With a new financial system come new methods for information delivery and reporting (ID&R). In this session, we'll discuss how the new chart of accounts supports information delivery, and then briefly review the process we are working through to elicit campus’ ID&R requirements. We’ll demonstrate a prototype dashboard (budget vs. actual and encumbrances) and how the KFS application balance inquiry screen is used to query transactional data.

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Keynote Session

Joanne DeStefano, Cornell vice president for finance and chief financial officer, will set the stage and introduce our two keynote speakers. Brad Wheeler, chairman of the Kuali Foundation Board, will discuss Kuali and the significance of Cornell's KFS implementation. Troy Fluharty, Colorado State University controller and director of business and financial services, will speak to what we can expect on July 1, 2011, based on CSU's July 2009 implementation.

About Keynote Speakers

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KFS Data Security

Kuali Identity Manager (KIM) is the tool used to manage access to KFS data. This session covers topics such as identity data in KIM, an overview of terminology, and how access is managed. We will review a high-level summary of the Data Access Strategy model: what data will be present in KFS and how it will be distributed and secured.

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Kuali Coeus: Research Administration

Kuali Coeus (KC) is a research administration (RA) system based on the proven effective functionality of the MIT Coeus RA system, further developed by Cornell and partner institutions in the Kuali Foundation to meet the needs of higher education. KC will provide university research administrators and investigators with a single Web-based interface, automated workflow, and reporting to manage the lifecycle of a research project. This includes proposal and protocol development and submission, and awards management. Cornell’s implementation of KC is planned for fall 2011.

In this session we will provide an overview of KC, present proposed implementation plans, and begin discussions with the campus community on what constitutes a successful implementation of KC at Cornell.

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Labor Distribution

The KFS Labor Distribution module manages the accounting aspects of salary and benefit expenses. A key feature of this module is the Salary Expense Transfer e-doc, which will replace the retroactive portion of the current ADAF form. This session focuses on this important e-doc.

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Purchasing and Accounts Payable

The KFS Purchasing and Accounts Payable module replaces APPS and includes all purchasing functionality; catalog shopping in e-SHOP, requisitions and purchase orders, encumbrances, receiving, processing vendor invoices, and credit memos. KFS brings new meaning to one-stop shopping at Cornell!

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Research in KFS: Contracts and Grants and Effort Certification

Two important modules in KFS directly support research activities and reporting at Cornell. This session will highlight the KFS Contracts and Grants (C&G) and Effort Certification modules. Research awards, agencies, principal investigators, and associated accounts are all captured in the C&G module. The production of electronic effort reports and online certification are key features of the Effort Certification module.

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Technical Effort to Implement the Kuali Financial System

Overview of the technical work to prepare for the implementation of KFS at Cornell. The session will cover project activities around data conversion and loading, system interfaces and integrations, Cornell’s system enhancements, batch processing, environments/infrastructure, and load/performance testing.

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