KFS/IUIE Training

Indiana University staff use the Kuali Financial System (KFS) for IU's budgeting and accounting needs. The Indiana University Information Environment (IUIE) is a database of business information that serves as a companion to KFS.

FMS offers the following training on KFS and IUIE. All trainings listed here are either available online 24/7 or are offered monthly. Please preregister for in person trainings, as space is limited.

Recommended Training Progression

flowchart of training prerequisites


Critical Data in KFS

This 30-minute online training is designed to introduce learners to the definition of ‘critical data’ at IU, examples of critical data, where critical data does and does not belong in KFS, how to find resources that explain how to redact critical data from documents, and the consequences of entering critical data in an unsecured field in KFS. Find more information about this training, including answers to frequently asked questions, on the Critical Data in KFS page of the FMS website.

Audience: New KFS users must complete this training before their departmental representative can request KFS access on their behalf. Existing KFS users must complete this training annually to maintain KFS access.

Modality: Online self-study.

Prerequisite(s): None.

Length: 30 minutes.


Getting Started with KFS

This hands-on training introduces participants to the basic principles of IU’s finance and accounting systems, including the definitions of chart codes, accounts, and object codes. Additionally, participants will learn how to initiate and submit a KFS document, how to use the Notes and Attachments and Ad Hoc Recipients tabs on KFS documents, and how to follow a KFS document to final status using the Route Log, Doc Search, and Action List.

Audience: This training is designed for IU staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to IU’s financial system.

Modality: This training is offered both in person (on the Bloomington campus) and as an online webinar. The modality alternates each month. In other words, this training is taught in person six times each year and as an online webinar six times each year.

Prerequisite(s): Critical Data in KFS.

Length: 2 hours.


Common KFS Documents

Participants in this scenario-based, hands-on training will be introduced to the definitions of and rules associated with three common KFS documents: Distribution of Income and Expense, General Accounting Adjustment, and Transfer of Funds. To practice using the three documents, participants will be presented with a series of situations and, for each, will decide which KFS document is most appropriate. They will then initiate and submit the document in KFS.

Audience: This training is designed for IU staff who are familiar with using accounts and object codes, are comfortable navigating in KFS, and would like to practice initiating frequently-used KFS documents.

Modality: This training is offered both in person (on the Bloomington campus) and as an online webinar. The modality alternates each month. In other words, this training is taught in person six times each year and as an online webinar six times each year.

Prerequisite(s): Critical Data in KFS.

Recommended Prior Training: Getting Started with KFS.

Length: 2 hours.


Introduction to Financial Reports

This interactive training begins with an introduction to the vocabulary terms used in financial reports at IU. Participants will practice applying the vocabulary by interpreting a sample report of cumulative account balances. Finally, participants will explore the similarities and differences between IU’s three financial reporting environments: KFS Balance Inquiries, and IUIE Reports, and Standard Monthly Reports.

Audience: This training is designed for IU staff with who are familiar with IU’s accounting structure and would like an introduction to the reporting terminology and environments used at IU.

Modality: This training is offered both in person (on the Bloomington campus) and as an online webinar. The modality alternates each month. In other words, this training is taught in person six times each year and as an online webinar six times each year.

Prerequisite(s): Critical Data in KFS.

Recommended Prior Training: Getting Started with KFS.

Length: 90 minutes.


KFS Balance Inquiries

Participants in this scenario-based, hands-on training will learn how to run four KFS Balance Inquiries: Available Balances, Balances by Consolidation, General Ledger Balance, and General Ledger Entry. To practice using the four reports, participants will be given a series of situations. To answer the questions posed in each scenario, participants will need to select the KFS Balance Inquiry that will return the relevant data and then interpret the data to arrive at the best answer.

Attendees must have both KFS and IUIE access to participate in this training.

Audience: This training is designed for IU staff with who are both comfortable navigating in KFS and familiar with IU’s accounting structure and reporting terminology. Prior to attending this training, participants should be able to interpret a simple financial report.

Modality: This training is offered both in person (on the Bloomington campus) and as an online webinar. The modality alternates each month. In other words, this training is taught in person six times each year and as an online webinar six times each year.

Prerequisite(s): Critical Data in KFS.

Recommended Prior Training: Getting Started with KFS, Introduction to Financial Reports.

Length: 2 hours.


IUIE Financial Reports

Participants in this scenario-based, hands-on training will first learn how to navigate in the IU Information Environment (IUIE). They will then learn how to run three IUIE reports: Current Balances, Detail Transactions, and GL Budget Analysis. Finally, to practice using the three reports, participants will be given a series of situations. To answer the question posed in each scenario, participants will need to select the IUIE report that will return the relevant data and then interpret the data to arrive at the best answer.

Attendees must have both KFS and IUIE access to participate in this training.

Audience: This training is designed for IU staff with who are familiar with IU’s accounting structure and reporting terminology. Prior to attending this training, participants should be able to interpret a simple financial report.

Modality: This training is offered both in person (on the Bloomington campus) and as an online webinar. The modality alternates each month. In other words, this training is taught in person six times each year and as an online webinar six times each year.

Prerequisite(s): Critical Data in KFS.

Recommended Prior Training: Getting Started with KFS, Introduction to Financial Reports.

Length: 2 hours.


Standard Monthly Reports

Participants in this scenario-based, hands-on training will learn how to generate a Standard Monthly Report packet. They will then work through a series of questions in which they must select the monthly report that will return the relevant data and interpret the report’s data to arrive at the best answer.

Attendees must be a registered IUIE user to participate in this training. Allow up to 24 hours for IUIE access to be granted after submitting the registration form.

Audience: This training is designed for IU staff with who are familiar with IU’s accounting structure and reporting terminology. Prior to attending this training, participants should be able to interpret a simple financial report.

Modality: This training is offered both in person (on the Bloomington campus) and as an online webinar. The modality alternates each month. In other words, this training is taught in person six times each year and as an online webinar six times each year.

Prerequisite(s): Critical Data in KFS.

Recommended Prior Training: Getting Started with KFS, Introduction to Financial Reports.

Length: 75 minutes.


Disbursement Voucher Basics

This hands-on training introduces participants to the six steps of the Disbursement Voucher (DV) initiation and approval process. Participants will learn how to differentiate between payment mechanisms at IU, identify the appropriate methods of paying vendors, and initiate a DV document in KFS. Participants will also learn what does and does not constitute supporting documentation and how use the DV document's route log to determine if a payment has been made.

Disbursement Voucher Basics is the first of two trainings in FMS's DV Certification program.

Note: Participants may not miss more than 15 minutes of Disbursement Voucher Basics and remain eligible for the DV Certificate.

Audience: IU staff who are comfortable using KFS and are familiar with the basic principles of accounting at IU.

Modality: This training is offered both in person (on the Bloomington campus) and as an online webinar. The modality alternates each month. In other words, this training is taught in person six times each year and as an online webinar six times each year.

Prerequisite(s): Completion of Getting Started with KFS is strongly encouraged but is not required.

Length: 3 hours.


Disbursement Voucher Special Considerations

This hands-on training is a continuation of Disbursement Voucher Basics. Participants in this training will explore the following special circumstances of the DV initiation and approval process:

  • The impact of reportable object codes on DV initiation and reporting.
  • How to use the IRS Accountable Plan to issue reimbursements.
  • When and how supporting documentation should be retained by the initiating department.
  • What additional paperwork must be collected when issuing payment to a foreign vendor.
  • How to use the DV document to issue travel payments to nonemployees.

Disbursement Voucher Special Considerations is the second of two trainings in FMS's DV Certification program.

Note: Participants may not miss more than 15 minutes of Disbursement Voucher Special Considerations and remain eligible for the DV Certificate.

Audience: IU staff who are comfortable using KFS, are familiar with the basic principles of accounting at IU, and understand the six steps of the DV initiation and approval process.

Modality: This training is offered both in person (on the Bloomington campus) and as an online webinar. The modality alternates each month. In other words, this training is taught in person six times each year and as an online webinar six times each year.

Prerequisite(s): Disbursement Voucher Basics.

Length: 3 hours.


KFS Purchasing Training - Basic

This training is offered through Purchasing.

In this hands-on training, participants will learn how to use KFS to shop catalogs, create requisitions, and search for documents. They will be introduced to the basic principles of purchasing at IU and will pick up some helpful tips and tricks to make purchases more effective.


Basic Travel Expense Module

This training is offered through Travel Management Services.

Participants in this training will be introduced to the Travel Expense Module (TEM), IU's travel system. Participants will learn how to use the Profile, Travel Authorization, and Travel Reimbursement documents; how to create and use Arrangers; how to add and edit existing trips, and how to search for existing documents in TEM.


KFS Training at IUPUI

Staff at IUPUI are encouraged to attend in person training provided by the Finance and Administration office. Links to training catalogs are provided below.