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

Chart of Accounts

Status: Release 1 Module—Quality assurance beginning July 1, release date October 2, 2006.

The Chart of Accounts Arizona SMEs have decided to use the Budget Hierarchy Role up as the basis for Kuali Chart of Accounts. Additionally, departments will be able to subdivide orgs below the department number and orgs above the department number will be maintained centrally.

NetMeeting:

Chart of Accounts Agenda

Subject Matter Experts:

· Bill Overman, (Kuali Lead), IU

· Roman, Floyd (Arizona Lead), FSO

· Araiza, Ann, Budget Office

· Bishop, Rick, FSO

· Florian, Jim, Budget Office

· Horn, Kymber, FSO

· Richmond, Susan, FSO

· Sansbury, Kris, COH

· Valenzuela, Virginia, Library

· Valdez, Johanna, FSO

· Vega, Mary (Analyst), FSO

· Wood, Julia, Sponsored Projects

· Wilson, John, OIR

 

Related Links:

· FIS Chart of Accounts Documentation

 

eDocs:

· Account

· Account Delegate

· FIS User

· Global Account

· Global Account Delegate

· Object Code

· Organization

· Payee Maintenance

· Project

· Review Hierarchy

· Sub-account

· Sub-object

· Workgroup

 

Enhancements (E=Essential; H=High):

o COA-E1: Attribute on account that links endowment account to operating income account.

o COA-E2: The ability to add institutional dependent attributes to the system. 

o COA-H1: Additional attributes and tables to identify org “levels”.  

o COA-H2: Global documents for sub-object code.

Progress Reports

· 06/01/06

· 05/15/06

· 05/01/06

· 04/17/06

· 04/03/06

· 03/15/06

· 02/15/06

· 02/01/06

· 01/17/06

· 01/03/06

· 12/01/05

· 11/10/05

· 07/01/05

· 06/17/05