KFS Training & Reference

Training Resources

View the training resources for each of the topics below at your own pace.

Online Video
Quick Reference Guide (Step-by-Step Instructions) [PDF]
Job Aid (Detailed Information) [PDF]

Basics
How to Log In and Out of KFS
Understanding the KFS Interface
Using Look Up and Search Features
Using Action List
Using Doc Search
KFS Glossary of Terms
Uploading Supporting Documentation to KFS eDocs
Import Accounting Lines into KFS eDocs
KFS Financial Processing Entry Results
Chart of Accounts
Understanding Accounts and Sub-Accounts
Creating and Editing an Account Delegate
Creating and Editing an Account Delegate Global
Creating and Editing a Sub-Account
Understanding Objects and Sub-Objects
Object Code List (With Legacy Equivalents) [XLSX]
Creating and Editing a Sub-Object
Processing a Payment
Creating and Editing a Vendor
Vendor Naming Conventions [PDF]
Disbursement Voucher
Simple Disbursement Voucher
Special Handling for Disbursement Voucher and Simple Disbursement Voucher
Non-Check Disbursement
Paying an Employee
Processing a Correction or Adjustment
eData to KFS: Fixing a Miscode [PDF]
Distribution of Income and Expense
General Error Correction
Import Accounting Lines to GEC [PDF]
Salary Expense Transfer
Transfer of Funds
Budget Adjustment
Pre-Encumbrance
Processing Year End Financial Transactions
Billing
Internal Billing
Service Billing
Deposits
Advance Deposit
Cash Receipt

User Manual

The KFS User Manual contains many of the topics found in the online training resources below, in one convenient document. The manual is routinely updated. Please make sure you are using the most recent version downloaded from the following link.

Download the KFS User Manual