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Division of Financial Affairs
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    • Financial Information Access
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    • KFS
      • Set Up and Manage Accounts
      • Balance Inquiries
      • Finding Account Documentation in KFS
      • Financial Processing e-doc Attachment Guidelines
      • Accounts Payable e-docs
      • Capital Assets e-docs
      • Financial Processing e-docs
        • Advance Deposit (AD)
        • Distribution of Income and Expense (DI)
        • Disbursement Voucher (DV)
          • Disbursement Voucher Payees
          • DV Payment Reason Codes
          • Standard Operating Procedure
        • General Ledger Transfer (GLT)
        • Internal Billing (IB)
        • Procurement Card Document (PCDO)
        • Pre-Encumbrance (PE)
        • Transfer of Funds (TF)
      • Labor Distribution e-docs
      • Purchasing e-docs
        • e-SHOP
        • Purchase Order (PO)
        • Purchase Order Amendment (POA)
        • Line-Item Receiving (RCVL)
        • Requisition (REQS)
        • Vendor (PVEN)
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      • Dashboard Guides and Tutorials
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    • Glossary
    • Acronyms
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  • KFS Support
  • e-SHOP
  • forms
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  • KFS Support
  • e-SHOP

In this section

  • KFS
    • Set Up and Manage Accounts
    • Balance Inquiries
    • Finding Account Documentation in KFS
    • Financial Processing e-doc Attachment Guidelines
    • Accounts Payable e-docs
    • Capital Assets e-docs
    • Financial Processing e-docs
      • Advance Deposit (AD)
      • Distribution of Income and Expense (DI)
      • Disbursement Voucher (DV)
        • Disbursement Voucher Payees
        • DV Payment Reason Codes
        • Standard Operating Procedure
      • General Ledger Transfer (GLT)
      • Internal Billing (IB)
      • Procurement Card Document (PCDO)
      • Pre-Encumbrance (PE)
      • Transfer of Funds (TF)
    • Labor Distribution e-docs
    • Purchasing e-docs
      • e-SHOP
      • Purchase Order (PO)
      • Purchase Order Amendment (POA)
      • Line-Item Receiving (RCVL)
      • Requisition (REQS)
      • Vendor (PVEN)
  • KDW/Reporting
    • Dashboard Guides and Tutorials
    • Answers Overview
  • FAQ
  • Glossary
  • Acronyms

KFS

Access the Kuali Financial System with a browser*, just like with any webpage. Most of campus will require only the items found in the KFS Main Menu. Central staff members will manage most Maintenance and Administration items.

The 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.

Standard Operating Procedures

Chart of Accounts

Chart Manager: David Hegelein

  • Account (PDF, 1.58 MB)
  • Sub-Account (PDF, 739 KB)
  • Account Global (PDF, 314 KB)
  • Account Delegate (PDF, 527 KB)
  • Account Delegate Global (PDF, 601 KB)
  • Organization (PDF, 552 KB)
  • Sub-Object Code (PDF, 276 KB)
  • Sub-Object Code Global (PDF, 267 KB)

Financial Processing

Financial Processing Manager: Cathy Salino

  • Financial Processing Overview (PDF, 276 KB)
  • Advance Deposit (PDF, 809 KB)
  • Auxiliary Voucher (PDF, 262 KB)
  • Budget Adjustment (PDF, 461 KB)
  • Disbursement Voucher (PDF, 1.25 MB)
  • Distribution of Income and Expense (PDF, 447 KB)
  • General Error Correction (PDF, 987 KB)
  • Internal Billing (PDF, 340 KB)
  • Intra-Account Adjustment (PDF, 132 KB)
  • Pre-Encumbrance (PDF, 466 KB)
  • Transfer of Funds (PDF, 574 KB)

Accounts Payable

Accounts Payable

  • Payment Request (PDF, 398 KB)

Purchasing

Cornell Procurement Services

  • Purchasing Overview (PDF, 284 KB)
  • Disbursement Voucher Vendor (PDF, 930 KB)
  • Procurement Card Document (PDF, 421 KB)
  • Purchase Order Vendor (PDF, 1.11 MB)
  • Receiving and Purchase Order Amendment (PDF, 465 KB)
  • Requisition to Purchase Order Process (PDF, 1.79 MB)
  • e-SHOP (PDF, 1.03 MB)

Contracts & Grants

Sponsored Financial Services contact: Janet Strait

  • C&G Overview (includes Award and Proposal) (PDF, 379 KB)
  • Cost Share Sub-Accounts (PDF, 865 KB)

Labor Distribution

Payroll Office contact: Robert Emborski

  • Salary Expense Transfer (PDF, 917 KB)

Capital Assets

Cost & Capital Assets contact: Capital Assets

  • Capital Assets Overview (PDF, 80 KB)
  • Capital Assets, Asset Location Global and Asset Retirement Global (PDF, 435 KB)
  • Capital Assets, Edit, Transfer and Loan (PDF, 1.18 MB)
  • Capital Assets, Fabrication (PDF, 328 KB)
  • Capital Assets, Global Add (PDF, 405 KB)
  • Capital Edit tab, Financial Processing (PDF, 264 KB)
  • Capital Edit tab, Purchasing (PDF, 663 KB)

The Division of Financial Affairs

377 Pine Tree Road, East Hill Plaza
Ithaca, NY 14850

Hours:  8:00 a.m. - 4:30 p.m., Monday - Friday

 

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