Fiscal Year End Tools and Resources

Accounting & Fiscal Services has developed an array of help guides and support documentation for fiscal year-end close business processes. Below, we have linked to some of the most relevant and useful guides and tools.

Transactions

• How to process Budget Adjustment and BudgetAppropriation Transaction documents
• How to process a General Error Correction

Delegates

• Information on setting up and adding delegates
• How to add one or more delegates
• How to change/add delegates for multiple accounts

General Guides

• Guide for new employees and access to KFS

Online Tools and Reports

For general information about financial reports at UCI, see our helpful information about campus reports. And check out these useful reports and tools that have been created to make doing business at UCI easier than ever:

• TEM Dashboard
  See reimbursements in your organization that are awaiting approval and view corporate card information.
• Encumbrance Report
  See the Encumbrance guide for more details on how to manage encumbrances.
• Award Balance Overview
  Principal Investigators can quickly see the financial standing of all of their active awards and projects with the Award Balance Overview (ABO) report.
• Organization Account Status
  The Organization Account Status Report provides users with a quick-glance overview of account status by organization.
• Monthly KFS Ledger Snapshots
  Snapshot Reports are saved for later viewing as PDF files and broken out by organization.