A Financial System of, by, and for Higher Education

Kuali Modules

 

Release 1 Modules:

· Nervous System

· Chart of Accounts

· General Ledger/Financial Transactions

· Workflow

· Basic Reporting

 

Release 2 Modules:

 

· Accounts Payable/Purchasing

· Accounts Receivable

· Budget

· Capital Assets Management System

· Endowments

· Labor Ledger

· Research Administration/Grants & Contracts

Accounts Receivable

Status: Release 2B Module—release March 2008- Functional specs are being written for review by the functional team in preparation for development starting in July 2007.

NetMeeting:

NetMeeting—AR/Cash Receipts

Subject Matter Experts:

· Jensen, Anna (Kuali Lead), IU

· Barton, Mark (Arizona Lead), FSO

· Gilbert, Lee, KUAT

· Gorrell, Rod, COPH

· Paffenroth, Janet, FSO

· Pearson, Cindy, Ag

· Phelan, Kevin, Library

· Von Fange, Jason, Sponsored

· Vega, Mary, FSO (Analyst)

 

eDocs:

· Application

· Cash Control

· Credit Memo

· Customer

· Invoice

· Organization Accounting Defaults

· Organization Options

 

Enhancements (E=Essential; H=High):

o AR-H2: Ability to upload data from various file types .

o AR-H3: Ability to run aged receivable report as of a specific date

o AR-H4: Include open credit memos on a billing statement. 

Progress Reports

·  11/10/05