Learn KFS: Online and Classroom Training

Anteater Instruction and Research Building

Users new and old alike are invited to enroll in our array of KFS classes either online or in a traditional classroom setting. Current in-person training sessions are listed below. Classes may be rescheduled if attendance minimum is not met. If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu or 949-824-7001.

KFS Classroom Training Schedule

Class Title Date Time
No Classes Currently Scheduled
TBD TBD
Location for all classes: OIT Training Lab Anteater Instruction Research Building – AIRB 1020

Click this button to log into UCLCRegister to attend via the UC Learning Center website: Registration is required to attend a class and must be done through UC Learning Center (UCLC). If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu or 949-824-7001.

KFS Online Training

Don't have time for traditional classroom training or is there nothing available right now? You can sign up and take KFS "e-courses" on the UC Learning Center website: www.uclc.uci.edu.

Suggested for all Financial System Users

Online eCourse

Prerequisite

Description

In-Person Training Class Equivalent

KFS Basics

 

This KFS Basics course has been designed for all employees who require access to the Kuali Financial System (KFS). The course will cover the basics of KFS, teach users how to access KFS, navigate the system, become familiar with new KFS terminology and symbols go over the general layout and workflow of all KFS eDocs.

KFS Basics

Click this button to log into UCLCRegister to attend via the UC Learning Center website: www.uclc.uci.edu. If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu or 949-824-7001.

 Suggested for all Reimbursement Processors

Online eCourse

Prerequisite

Description

In-Person Training Class Equivalent

TEM Basics

 

This online course covers the basics of KFS Travel & Event Management (TEM) -- what TEM is, who uses TEM, and what TEM is used for. It is designed for all employees who request, process, and/or approve payments and reimbursements for TEM-related expenses (travel, event/meeting/entertainment, and/or moving & relocation expenses).

Online Only

TEM Beginning Travel

KFS Basics and TEM Basics

This KFS Travel and Event Management course is designed for employees who prepare or approve payments and/or reimbursements for travel expenses. The main focus of this course is the Travel Authorization (TA) eDoc. The TA eDoc is new, and in addition to authorizing upcoming travel and processing cash advances for travelers prior to their trips.

KFS TEM: Travel Reimbursements

TEM Advanced Travel

KFS Basics and TEM Basics

This class is designed for anyone who prepares or approves payments and/or reimbursements for travel expenses. The main focus of this course is the Travel Reimbursement (TR) eDoc. It allows preparers to process reimbursements for travel expenses and can also import travelers’ corporate card expenses and preparers’ CTS card expenses.

KFS TEM: Travel Reimbursements

TEM ENT Event/Meeting and Reimbursements

KFS Basics and TEM Basics

This class (which can be completed online or in a classroom) is designed for anyone who prepares or approves payments or reimbursements for event, meeting, or entertainment expenses. The Event/Meeting/Entertainment Reimbursement (ENT) eDoc can import requesters’ Corporate Travel card expenses and preparers’ CTS card expenses.

KFS TEM: ENT Event/Meeting Reimbursement

TEM RELO Moving and Relocation Reimbursement

KFS Basics and TEM Basics

This online course is designed for anyone who prepares or approves payments and/or reimbursements for moving, removal, and/or relocation expenses. The main focus of this course is the Moving and Relocation Reimbursement (RELO) eDoc. It allows preparers to process reimbursements for moving, removal, and/or relocation expenses and can import requesters’ Corporate card expenses and preparers’ CTS card expenses.

Online Only

Disbursement Voucher

KFS Basics

This online course is designed for all employees that will be processing reimbursements/disbursements in the Kuali Financial System (KFS).

KFS Disbursement Voucher

Click this button to log into UCLCRegister to attend via the UC Learning Center website: www.uclc.uci.edu. If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu or 949-824-7001.

 Suggested for all Financial Management/Fiscal Officers

Online eCourse

Prerequisite

Description

In-Person Training Class Equivalent

Budget Adjustment

KFS Basics

The Budget Adjustment or Budget Appropriation Transaction is used to adjust current budget.

KFS Financial Transactions

General Error Correction

KFS Basics

The General Error Correction is a financial document that allows users to adjust or correct financial entries already posted on the ledger.

KFS Financial Transactions

Internal Billing

KFS Basics

The Internal Billing Document is used to recharge different departments within UC Irvine.

KFS Financial Transactions

Intercampus Transfer – Expense

KFS Basics

The Intercampus Transfer document is used to process recharges or expenses across different UC campuses.

KFS Financial Transactions

Pre-Encumbrance

KFS Basics

The Pre-Encumbrance document can be used to set encumbrances within an Account for projections and planning.

KFS Financial Transactions

Decision Support Basics

KFS Basics

Covers basic usage on how to run and view financial reports.

KFS Decision Support

Click this button to log into UCLCRegister to attend via the UC Learning Center website: www.uclc.uci.edu. If you need assistance signing up for classes, contact the KFS help desk at kfs@uci.edu or 949-824-7001.