Chart of Accounts

Kuali Financials relies on a variety of Chart of Accounts (COA) tables to function. These tables define the attributes and values used by the system to validate transactions. They also control the often complex relationships between elements in the Chart of Accounts that must be leveraged for internal and external reporting. For example, tables store basic information such as the sub-fund groups to which new accounts may be assigned and the calendar month that correlates to the first month of your institutions fiscal year. This type of flexibility is one of the features that make Kuali Financials a highly configurable application.

In order to work efficiently in the Chart of Accounts module, you need to understand the basics of the user interface. For information and instructions on logging on and off, navigating, understanding the components of screens, and performing basic operations in the screens, see Overview.

This section presents information and instructions for viewing records in the COA tables and using maintenance documents to maintain these tables.