Tools Library Page

Document	Last Updated
FIN 202: Reconciliation of Assets and Liabilities and Monitoring Operating Accounts	Friday, July 7, 2017
KFSCOA-150-Class (Chart of Accounts)	Monday, August 31, 2015
FIN 114: Financial Management of Sponsored Projects	Wednesday, May 17, 2023
Effort Certification Tutorials	Monday, August 31, 2015
Financial Processing Tutorials	Friday, July 23, 2021
KFSFP-900DV-Class (Disbursement Voucher)	Monday, August 31, 2015
KFSFP-910ADCCR-Class (Advance Deposit & Credit Card Receipt)	Monday, August 31, 2015
KFSFP-920DIIBTF-Class (Distribution of Income & Expense, Internal Billing, Transfer of Funds)	Monday, August 31, 2015
KFSFP-930BAYEBA-Class (Budget Adjustment & Year End Budget Adjustment)	Monday, August 31, 2015
KFSLD-550SALEXP-Class (Salary Expense Transfer)	Monday, August 31, 2015
Labor Distribution Tutorials	Monday, August 31, 2015
KFSPUR-400REQ-Class (Purchasing Requisition)	Monday, August 31, 2015
KFSPUR-410POALIR-Class (PO Amendments & Line Item Receiving)	Monday, August 31, 2015
Purchasing Tutorials	Monday, August 31, 2015
FIN 104: Financial Stewardship and Ethical Conduct	Friday, July 7, 2017
PAY 104: Treaty Benefits and Taxation for Foreign Nationals	Friday, July 7, 2017
RMI 100: Everything You Wanted to Know About Risk Management and Insurance	Friday, July 7, 2017
Accounting Certification Program	Wednesday, January 29, 2020
e-SHOP Training	Monday, August 31, 2015
Introduction to Creating an OBIEE (OAS) Agent (iBot) - Video Tutorial	Wednesday, November 18, 2015

Pages

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Training	Last Updated
Capital Assets Tutorials	Tuesday, August 25, 2015
Financial Reporting Tutorials	Tuesday, August 25, 2015
KFS Basics Tutorials	Tuesday, August 25, 2015

Pages

Title	Category	Code	Description
Budget - Research Assistant, Grad (RA)	Expense	5545	Budget Use Only. Salary for Research Assistant positions only (job profile code 10819). Zero fringe rate
Academic - Summer Salary - retirement	Expense	5050	Salary for summer program faculty for non-benefits-eligible employees (no retirement benefits accrue). Min fringe rate -- see KFS Labor Distribution Table Labor Benefits Calculation table for fringe rate %
FIN AID-Stipends - Undergraduate	Expense	8463	Payment of financial aid stipends for CU undergraduate students. Normally paid via the Student Financial System. Excludes payments for non-degree students. Use: undergraduate stipends.
Budget - General S&W - No Benefits	Expense	5390	Budget use only. To budget salary and wages with no benefits.
Transfer Out - to Debt Service	Expense	8005	Used in the operating (GNxxxx) account that is making payments to an internal loan (DBINTL) account. DFS USE ONLY.
SUNY Spec - Furniture	Expense	6945	Expenditures for furnishings that are under $500 yet required to be classified as equipment to qualify for state equipment funds. Use this code rather than 503X. Use: SUNY only
Academic - Visiting	Expense	5150	Salary for visiting clinical academics (job profile codes 11461, 11462, 11463). Min fringe rate -- see KFS Labor Distribution Table Labor Benefits Calculation table for fringe rate %
Fabricated Equip Components	Expense	6290	Expenditures for the component parts, materials, and labor used in the fabrication of equipment. Use: Materials used in the production of fabricated equipment
Services - Legal Services	Expense	6621	Expenditures for legal services, including related travel and subsistence expenses that are paid directly. Use: Legal fees for outside legal services.
Cost Share - FAUG	Expense	9979	Cost Share object code for FAUG level. System use only.
Travel - Federal Unallowable	Expense	6780	Expenditures for travel and subsistence that are classified as nonrecoverable according to the Uniform Guidance (2 CFR 200). Use: Alcohol, travel upgrade, etc.
Communication - Shipping	Expense	6105	Expenditures for freight, express, and cartage on outgoing correspondence and packages, such as United Parcel Service (UPS), Federal Express (FedEx), and DHL. Use: Not to be used for shipping expenses on Capital Assets or cost of goods sold. NOTE: Express charges for correspondence are not normally directly charged to sponsored awards.
Supplies - Classroom	Expense	6500	Expenditures for classroom supplies and materials. Use: Includes audio and/or video materials, books that are not library acquisitions, and other classroom supplies.
Budget - Capital Expense	Expense	3995	FOR USE ON BUDGET ENTRIES ONLY. CB budget in PLCIP accounts.
Cost Share - PROT	Expense	9903	Cost Share - PROT
Budget - Teaching Assistant, Grad (TA)	Expense	5550	Budget use only: Plan for Teaching Assistants. Salary for Graduate Teaching Assistant positions only (job profile code 10938). Zero fringe rate.
Academic - Summer Salary - Temp	Expense	5060	Salary for summer program faculty for non-benefits-eligible employees (no retirement benefits accrue). Min fringe rate -- see KFS Labor Distribution Table Labor Benefits Calculation table for fringe rate %
FIN AID-Stipends - Professional Student	Expense	8500	Payment of financial aid stipends for CU professional students (e.g. MBA, Law, DVM, M.Eng., MILR, MMH, etc.). Normally paid via the Student Financial System. Excludes payments for non-degree students. Use: professional school stipends.
Capital Equipment - Trade In	Expense	7099	To record the value of a trade-in, debit the capital object code used for the new asset, and credit object code 7099 for the amount of the trade-in. The will properly record the value of the new asset to include the actual purchase price plus the trade-in value.
Budget - General S&W - Minimum Benefits	Expense	5395	Budget use only. To budget salary and wages with Minimum benefits.