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Kuali Lab Training: Basics and Overview for Beginners

Welcome to the Kuali Lab Training session designed for those new to the Kuali Financial System (KFS). This session will cover essential topics, including creating general error correction documents, utilizing search/lookups, managing notes and attachments, and setting up ad-hoc recipients. We'll also explore action lists for approvals and preferences, balance inquiry processes, and data exporting. Join our experienced training team for an informative session aimed at enhancing your understanding of Kuali basics.

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Kuali Lab Training: Basics and Overview for Beginners

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Presentation Transcript

  1. CSU KualiLabTraining • Welcome to Kuali Lab Training! • Lab Training Session for: • Kuali Basics • June 2009

  2. Kuali Basics Training Team Members • Mary Atella, CSFS 1-3850 • Jennifer Daniel, Campus Recreation 1-1599 • Nancy Grice, CO Water Institute 1-6724 • Lynn Johnson, B&FS 1-1550 • Carolyn Kasdorf, Engineering 1-3965 • Valerie Monahan, B&FS 1-3001 • Kathy Reese, College of Liberal Arts 1-0210 • Genevra Scott, Budget Office 1-1359

  3. Overview of Session • Creating a General Error Correction document using search/lookups, notes and attachments and ad-hoc recipients • Approvals (Action list) • Preferences (Action list) • Balance Inquiry • Exporting data

  4. Login Instructions • https://cap.is.colostate.edu • Login to TRAINING Kuali Financial System (KFS)

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