Wednesday – August 28, 2013 12:00 – 1:00 pm McKeldin Library

1. KFS Internal Billing Wednesday – August 28, 2013 12:00 – 1:00 pm McKeldin Library

2. Welcome and Introductions • Please welcome our KFS Internal Billing Team Members- • Trina Tanner, General Ledger / Accounting Lead, UMCP • Kathi Ruffin, Accounting Partner, Navigator Contact us at kfs@umd.edu

3. Objectives We have two main objectives for today: • Present an overview of Internal Billing in KFS • Key Changes • Process demonstration • Account Assignment • Information we need for Go Live Contact us at kfs@umd.edu

4. Change Impact This process will only impact those departments who currently use an ELF JV to process Billing for Internal Services. Those that are using nightly batch feeder files should be working with the KFS Integration team and will continue to feed files. Contact us at kfs@umd.edu

5. What’s New What’s New for Internal Billing • The KFS Internal Billing and Service Billing documents will replace the JV ELF forms that are currently used to record income from internal services. The principal difference in the forms are: • The Internal Billing document routes to the Fiscal Officer of each expense account before posting; • The Service Billing form bypasses Fiscal Officer on expense accounts. Contact us at kfs@umd.edu

6. Change Impact – Internal Billing These are some key changes that will impact you … Process: Internal Billing Contact us at kfs@umd.edu

7. Change Impact – Service Billing These are some key changes that will impact you … Process: Service Billing Contact us at kfs@umd.edu

8. Internal Billing Demo Contact us at kfs@umd.edu

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14. KFS Internal Billing Task – Account Assignment

15. Assignment for use of Service Billing Document • Please ensure that we have the following information regarding your internal billing unit: • Campus Name and number • Name, email address, extension, directory ID of your department staff responsible for processing these forms • Department name • Brief description of services provided and/or goods sold • Account #s where income is collected Contact us at kfs@umd.edu

16. What’s Next? • The contact person(s) provided will be contacted by the KFS team to ensure that they: • select the billing form that best suits the needs of the unit, • are set-up with proper permissions, and • are given appropriate training. Contact us at kfs@umd.edu

17. Questions? Contact us at kfs@umd.edu

18. Brown Bag Series Dates The Kuali Financial System (KFS) will replace FRS in 2014. If you are a current user of FRS and would like to know more about how KFS will change financial processing for the university, join us for the KFS Brown Bag Series.  These informal one-hour sessions will be held every other Wednesday and will feature knowledgeable VPAF representatives talking about key features of KFS. • July 17th, 2013 – KFS Reporting • July 31st, 2013 – KFS Reporting • August 14th, 2013 – KFS – What about Training? – • August 28th, 2013 – KFS Internal Billing – • September 4th, 2013 – What is KFS and why are we doing it now? - https://www1.gotomeeting.com/register/931580880 • September 11th, 2013 - KFS – What about Training? - https://www1.gotomeeting.com/register/530678536 • September 18th, 2013 - KFS Requisitions - https://www1.gotomeeting.com/register/586233192 • October 2nd, 2013 – Labor Distribution and Preparation of Salary Transfers - https://www1.gotomeeting.com/register/842612977 All meetings are scheduled from 12–1:00 pm and, if not otherwise noted, will be held in 6137 McKeldin Library* Contact us at kfs@umd.edu * As dates, locations and topics may change, please check the website for the latest information

19. Contact Us For additional information regarding this presentation, please contact: • Trina Tanner • (301) – 405-2633 • tannert@umd.edu • KFS • (301) – 405-3020 • kfs@umd.edu Thank you for attending today! Contact us at kfs@umd.edu