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Using KFS

You’ll access the Kuali Financial System with a browser,* just like with any Web page, and many staff members will use Cornell’s redesigned uPortal to access commonly used KFS functions. Most of campus will require only the items found in the KFS Main Menu. Central staff members will manage most Maintenance and Administration items.

Click image to enlargeThe Main Menu is separated into sections for Transactions, Custom Document Searches, Balance Inquiries, Administrative Transactions, Lookup and Maintenance, Reports, and Year End Transactions. Within these sections, you’ll see sub-headings for KFS modules, for example, Financial Processing, and below these, specific transaction documents, called e-docs, for the module.

To read more about a module or task, see the menu at left.

* Mozilla Firefox and Microsoft Internet Explorer are supported.




Learn More
  • Watch demonstrations about the KFS system, modules, how to work in e-docs, and all about workflow on the Presentations page. E-docs 101 and Workflow is especially helpful to new users.
  • Find tutorials specific to your work on the Training page. New users, start with the KFS Basics series.
  • Read about big wins from each of the KFS modules, as told by the subject matter experts, on the KFS at Cornell blog. To see posts about a particular module or subject, click its name in the blog Categories list.