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

General Ledger/Financial Transactions

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

NetMeetings:

· Transaction Processing—Disbursement Voucher (NonPO)

· Transaction Processing Global Concepts

· General Ledger

 

Subject Matter Experts:

· Joan Hagen (Kuali Lead), IU

· Vince Schimizzi (Kuali Lead), MSU

· Sterling George (Kuali Lead), IU

· Horn, Kymber (Arizona Lead), FSO

· Hooven, Sharon, Pathology

· Linnaus, Socorro, Library

· Madrid, Nina, Library

· Marx, John, COPH

· Mulligan, Suzanne, CCIT

· Robison, Cindy, FSO

· Sandoval, Paul, Sponsored

· Tomsheck, Ned, FSO

· Valdez, Johanna, FSO

 

eDocs:

· Advance Deposits

· Auxiliary Voucher

· Budget Adjustment

· Bursar Control Screen

· Cash Receipt

· Credit Card Receipts

· Disbursement Voucher

· Distribution of Income/Expense

· General Error Correction

· Indirect Cost Adjustment

· Internal Billing

· Journal Voucher

· Non-Check Disbursement

· Pre-Encumbrance

· Procurement Card (system generated)

· Service Billing

· Transfer of Funds

 

Enhancements (E=Essential; H=High):

o GL-E1: Budget Year Enhancement. Carry forward flexibility for governmental appropriations that must be separately identified and expensed.

o GL-H3: Flexible “claim on cash” functionality so that each school can decide whether cash is posted in same account or a different account.

o GL-H4: Indirect Cost Encumbrances.

o TP-H1: Ability in balance inquiry screens to be able to view multiple balance scenarios.

o TP-H2: Systematic upload of transactions into various TP documents.

o TP-H3: Budget Adjustment doc needs to be changed to allow for multiple accounts on non-general fund accounts.

Progress Reports

· 01/31/06

· 01/15/06

· 12/15/05

· 12/01/05

· 11/15/05

· 10/15/05

· 09/15/05

· 08/15/05

· 07/15/05

· 07/01/05

· 06/15/05

· 05/20/05