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Kuali Financial System
KFS Tools & Resources - Reference Guides

 

 

User Guides and Reference Information
Name
File Type
Budget Adjustment User Guide
How to transfer budget between Accounts/Sub-Accounts and Object Codes/Sub-Object Codes
.pdf
      - Budget Adjustment Reference Sheet
.pdf
      - Budget Adjustment v. Expenditure Transfer
           What's the difference?
.pdf
      - Fiscal Services Staff Assignments
           General Fund
           Grants
.pdf
      - Timeline for Year End Close and Building Tentative Budget    
.pdf
 

Chart of Accounts User Guide
How to query Accounts and Create Sub-Accounts & Sub-Object Codes

Not for looking up available budget (see Cognos Reports below)

.pdf
      - Chart of Accounts: Oracle to Kuali Account Conversion Guide
           Learn the difference between Oracle Pseudo Accounts and Kuali Accounts/Object Codes
.pdf
 
Cognos Reports User Guides:
      - Account Balance Lookup .pdf
      - Account Transaction Lookup .pdf
      - Available Balances by Organization Code .pdf
      - Open Encumbrances .pdf
      - Saving, Scheduling and Emailing Reports
.pdf

      - Setup Instructions to Open Cognos Reports in Excel

        Login is required - Use email name and password

.html
 
Disbursement Voucher User Guide
How to request payment in situations when a purchase order is not the preferred method of procurement - e.g. reimbursement for expenses incurred while conducting college business, payment of contracts, payment of utilities which use vendors, etc.
.pdf
      - Disbursement Voucher Payment Reason Table
.pdf
 
Pre-Encumbrance User Guide
How to earmark funds for planned, future expenditures
.pdf
 
Quick Start User Guide
A brief intro to the following topics: Logging In, E-Document Layout, Route Log & Status, Action List, Workflow Buttons, Document Search, Magnifying Glass
.pdf
      - Check Processing Guidelines 
.pdf
      - Equipment vs. Supply Flowchart  
.pdf
      - Equipment vs. Supply Guidelines
           Identify which Object Codes to charge for equipment, repair parts, repair services and supplies
.pdf
      - Frequently Used Object Codes  
.xls

      - Object Code Changes for 2012    

.pdf

      - Payment Matrix                                                             

           Guideline for payment processes.  When to use a DV vs. a Requisition - based on who's being

           paid and how much is being paid; includes W-9 requirements

.pdf
      - Restrictions, Required Documents and Processing Timelines
.pdf
 
Requisition User Guide
How to enter requisitions and track purchase orders
.pdf
      - Commodity Codes Buyer Assignments
.xlsx
      - Unit of Measure Codes (UOM)
.pdf

 

 

 

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San Joaquin Delta College
5151 Pacific Ave
Stockton, California 95207
(209) 954-5151

 

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