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Getting Started in Kuali Financial System (KFS)

Getting Started in KFS

Jul 5, 2021 - Jun 30, 2025


Full course description

Course Introduction

Individuals who work with the Kuali Financial System (KFS) are strongly encouraged to complete the Getting Started in KFS course. Completion of this course is not required to obtain KFS access. 

Learning Outcomes

By the end of this training, you will be able to:

  • Summarize your role in IU's finance and accounting system.
  • Explain the purpose of IU's finance and accounting system.
  • Define the following accounting terms: chart codes, accounts, and object codes.
  • Demonstrate your ability to initiate and submit a KFS document, including your use of the Notes and Attachments and the Ad Hoc Recipients tabs.
  • Demonstrate your ability to follow a KFS document to final status using the Route Log, Doc Search, and Action List.

Module Topics Include

  • Technical Setup
  • Your Role in IU's Finance and Accounting Practices
  • Accounting at IU
  • Introduction to the Kuali Financial System (KFS)
  • Account and Object Code Lookups
  • Distribution of Income and Expenses
  • Document Workflow Actions
  • Wrap up and Resources

Course Contacts

Financial Training and Communications

Staff: Meet the Team


Length: 2 hours


Employee Services, Training, & Communication Department in the Office of the Executive Vice President of Finance & Administration (EVPFA)


Credit: Certificate of completion


Audience: Any employee (faculty or staff), or individuals who work with the Kuali Financial System (KFS), are strongly encouraged to complete this training.

Sign up for this course today!