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San Joaquin Delta College
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Kuali System/Cognos
KFS Tools & Resources - Reference Guides



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

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)

      - Chart of Accounts: Oracle to Kuali Account Conversion Guide
           Learn the difference between Oracle Pseudo Accounts and Kuali Accounts/Object Codes
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

      - Setup Instructions to Open Cognos Reports in Excel

        Login is required - Use email name and password

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.
      - Disbursement Voucher Payment Reason Table
Pre-Encumbrance User Guide
How to earmark funds for planned, future expenditures
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
      - Check Processing Guidelines 
      - Equipment vs. Supply Flowchart  
      - Equipment vs. Supply Guidelines
           Identify which Object Codes to charge for equipment, repair parts, repair services and supplies
      - Frequently Used Object Codes  

      - Object Code Changes for 2012    


      - 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

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




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