Financial Transactions

When you select Financial Transactions from the Main Menu, the system displays the Document Lookup screen. Although you may use this screen to search for any type of e-doc, it initially displays fields that are especially helpful in searching for financial transaction e-docs.

Financial Transactions Document Lookup screens:

Title

 

Description

Type

To search for all types of financial transaction e-docs, use the default entry of KFST. Or, to search for a particular type of financial transaction (Advance Deposit, Auxiliary Voucher, etc.) or any other type of e-doc, enter the appropriate type code or use the lookup  to find it.

Note: If you change the Type entry and move the cursor to another field, the system displays fields appropriate to the type of e-doc you have specified.

Initiator

 

To search for financial transaction e-docs initiated by a particular user, enter the person’s username (principal name) or use the lookup  to find it.

Document/Notification ID

To search for a financial transaction e-doc based on its unique document number, enter the number.

Date Created From

To search for financial transaction e-docs created during a particular period of time, enter the first date in the desired range of dates. You may also use the calendar icon Description: _cal to select the date. The default is today’s date.

Date Created To

To search for financial transaction e-docs created during a particular period of time, enter the last date in the desired range of dates. You may also use the calendar icon Description: _cal to select the date.

Document Description

To search for financial transaction e-docs containing a particular description, enter the description.

Organization Document Number

To search for financial transaction e-docs containing a particular organization document number, enter the number.

Note: This number is typically used to identify a related record in another campus system (for example, a customer relationship management system, an order processing system, etc.).  When used in this way, the entry ties a KFS cash control e-doc to a record in the non-Kuali application.

Chart Code

 

To search for financial transaction e-docs associated with a particular chart, select the appropriate chart from the list or use the lookup  to find it.

Account Number

To search for financial transaction e-docs associated with a particular account, enter the appropriate account number or use the lookup  to find it.

Organization Code

 

To search for financial transaction e-docs associated with a particular organization, enter the appropriate organization code or use the lookup  to find it.

Total Amount

To search for financial transaction e-docs based on the total amount, enter the amount.

Search Result Type

To view financial transaction e-docs in their entirety, click Document Specific Data. To retrieve only the routing status, date created, and route log for these financial transaction e-docs, click Workflow Data.

Name this search (optional)

To save this set of search criteria for later use, enter a name for it.

Note: In many fields you may use special characters to search on a partial entry. For information about using special characters to search, see Data Entry Tips.

Note: For information about using features and options that are common to all types of custom document searches and working with the search results, see Performing Custom Document Searches.

After you select a financial transaction e-doc from the search results, the system displays it in view-only mode.

Note: For information about the fields on a financial transaction e-doc, see “Document Layout” in the section on the appropriate e-doc type.

More:

Disbursement Vouchers