University of Connecticut University of UC Title Fallback Connecticut

Previous Tips

-Do you have staff changes that require an edit to Fiscal Officer, Account Supervisor, or Account Manager on several accounts? Instead of submitting an Account edit for each account, contact the Accounting Office. Central Accounting staff can initiate an Account Global eDoc to make the changes all at once.

-The “detailed search” button on any document lookup screen provides additional opportunities to search for documents based on workflow status and actions? For example, you can search for documents based on their current workflow status (enroute, final, saved, disapproved, etc.); you can also search based on date ranges other than Date Created such as Date Finalized, Date Approved, and Date Modified.

-Did you know you can adjust the number of items you can see on one page of your Action List? From your Action List click “Preferences”. Then update your “Action List Page Size” to the desired value and click “Save”.

1/29/2015 – Equipment on Loan eDoc

5/18/2015 – Delegate when on vacation

6/4/2015 – Reminder: KFS eDocs needing approval

6/24/2015 – Closing of FY15 / Opening of FY16

7/1/2015 – Changes to Equipment Purchases under $5,000

Happy New Fiscal Year!

7/6/2015 – New KFS Expense Object Code Description Guide

8/26/2015 – KFS 2015 Final Close

9/11/2015 – 3:00PM Start of KFS Upgrade

9/14/2015 – KFS and KFDM Go-Live

9/15/2015 – KFS Screen Issue

11/17/2015 – Have you set up your “My Top Transactions”

1/28/2016 – Update accounts changes all at once

2/9/2016 – Budget Construction is now open

2/26/2016 – The Intra-Account Adjustment eDoc (IAA)

4/14/2016 – Accounts Payable Cut-Off at Year End

6/2/2016 – KFS eDocs needing approval

6/20/2016 – KFS 2016 Final Close

6/23/2016 – Approval of eDocs as a Secondary Delegate

7/1/2016 – Happy New Year! Fiscal Year 2017 is now open for processing

8/23/2016 – KFS 2016 Final Close

9/15/2016 – KFS Organizational Restructure

11/29/2016 – Tips on Categorizing Controllable Property

1/6/2017 – Tips of Purchasing Controllable Property

2/15/2017 – Tips of Approving Controllable Property

4/12/2017 – Tips on Managing Controllable Property