Viewing, Adding, or Editing an Account | KFS Account Attributes Conversion Reference Guides | Opening New Accounts | Maintaining Accounts | Closing Accounts | Getting Help
To view, add, or edit an account, use the Chart of Accounts Lookup and Maintenance e-docs, located on the Main Menu tab in the Kuali Financial System (KFS).
Click Account, and then "search" to edit or copy an account, or "create new" to add a new account.
For detailed instructions, see the Account Standard Operating Procedure.
Note: Access to this system is limited to authorized individuals. Get KFS Support.
Conversion guides provide an overview of how legacy fund, function, and source account attributes were translated into KFS account attributes.
The Account e-doc will help you categorize your new account for university reporting purposes. Review and approval will be done by the appropriate individual in the Division of Financial Affairs (DFA) based upon the account’s characteristics. The status of the Account e-doc will be contained in your KFS action list.
Once an award is fully executed, a contract control account is required to segregate the funding. The unit or service center is responsible for the creation of the control account. For more information, see the Accounts page on the Sponsored Financial Services website.
Changes to account maintenance procedure include adding or changing the account title, the account address, or other account attributes that do not affect university reporting. The account purpose cannot be changed.
To make changes to a Petty Cash/Cash in Drawer account/object, use the correct form on the Petty Cash/Cash in Drawer page.
There is no stop/delete feature in KFS. The KFS equivalent is status CLOSED.
Use the following contacts if you have questions about or problems with setting up or maintaining accounts.