Document

Description

Account

Identifies a pool of funds assigned to a specific university organizational entity for a specific purpose. Global document functionality is available for this document.

Account Delegate

Establishes new Account Delegates or edits existing Account Delegates. Account Delegates are Kuali Financials users that are authorized under certain circumstances to take workflow actions on a document in the place of an accounts Fiscal Officer

Account Delegate Global

Creates delegates for multiple document types on one or more accounts on a single document. Unlike the other global documents, you may initiate it by entering information from scratch or by populating the document from an Account Delegate Model.

Account Delegate Model

Identifies a Kuali Financials user that is authorized under certain circumstances to take workflow actions on a document in the place of the accounts Fiscal Officer. Global and Global Model document functionality are available for this document.

Account Delegate Global from Model

Lookup screen that lists available models that can be used to create Account Delegate Global documents.

Account Global

Assigns identical attributes to multiple accounts on a single document.

Object Code

Defines classifications that are assigned to transactions to help identify the type of transaction (income, expense, asset, liability, or fund balance). Global document functionality is available for this document.

Object Code Global

The object code global document is used to assign identical attributes to the same object code across multiple charts on a single document.

Organization

Defines units at many different levels within the institution such as department, responsibility center, and campus.

Organization Review

The Organization Review document offers a simple interface to feed member and delegate information into two KIM roles related to workflow routing.

Project Code

Identifies particular transactions that might span multiple accounts.

Sub-Account

An optional element of the accounting string that allows you to track financial activity within a particular account at a finer level of detail

Sub-Object Code

An optional element of the accounting string that allows you to create finer distinctions within a particular object code for a specific account. Global document functionality is available for this document.

Sub-Object Code Global

The Sub-Object Code Global document is used to create multiple sub-object codes on a single document.