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Kuali Lab Training: Account Creation and Maintenance Overview

Welcome to the Kuali Lab Training session focused on Account Creation and Maintenance. This training, held in June 2009, covers essential topics such as account inquiries, handling object codes and organizations, creating an account using the copy feature, modifying account attributes, and making global changes to multiple accounts. Team members available for assistance include John Hunter, Kevin McHenry, Valerie Monahan, Angie Nielsen, and Sue Vandervliet. For access, please login to the Kuali Financial System at https://cap.is.colostate.edu.

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Kuali Lab Training: Account Creation and Maintenance Overview

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  1. CSU Kuali Lab Training • Welcome to Kuali Lab Training! • Lab Training Session for: • Account Create & Maintenance • June 2009

  2. Account Create & Maintenance Training Team Members John Hunter Financial Systems Services 491-1956 Kevin McHenry Information Systems 491-1586 Valerie Monahan Business & Financial Services 491-3001 Angie Nielsen Office of Budgets 491-1689 Sue Vandervliet Business & Financial Services 491-6750

  3. Overview of Session • Account inquiries • Other inquiries (object codes, organizations) • Create an account using the copy feature • Modify an attribute on an account • Make a global change to multiple accounts

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

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