4/7/2022 New Enterprise Financials Access Form

April 12, 2023

Colleagues,

 

We are writing to announce a new electronic access request form for the systems supported by the Enterprise Financials Team.  Links to the form have been updated on both the Employee Self Service website (https://ess.uconn.edu) and on our team page (https://financialapps.its.uconn.edu/).  The new form, developed using the “Kuali Build” workflow application, replaces the older form which used “HCL LEAP”.  Forms currently outstanding in LEAP workflow will be honored, and we’ll continue to send out reminders for requests which have not yet been departmentally approved.  If you have any links to the old form on websites, or bookmarks in your browser, please update them to the link below.

 

Enterprise Financials Access Request Form (direct link):

https://uconn.kualibuild.com/app/builder/app/62c726cc9cab1fa41d63d3c7/run

 

Thanks,

 

Brett Paulson

Manager

Enterprise Financials and Workload Automation

Information Technology Services

University of Connecticut

O: (860) 486-9364

Brett.Paulson@uconn.edu

 

 

For information about our services visit http://financialapps.its.uconn.edu

12/6/2022 Fiscal Year 2022 Final Close for Chart Code AA

December 6, 2022

From: Kuali Financial System <KFS-L@LISTSERV.UCONN.EDU> On Behalf Of Pavone, Annette
Sent: Tuesday, December 6, 2022 7:52 AM
To: KFS-L@LISTSERV.UCONN.EDU
Subject: KFS Unavailable after 5pm - Wednesday, December 7th

 

To All KFS Users:

The Final Close for the KFS AA Chart for Fiscal Year 2022 will take place tomorrow night, Wednesday, December 7, 2022.  KFS will be unavailable beginning at 5 pm Wednesday the 7th.  While the close of the AA Chart will not directly impact most KFS users, please plan accordingly for the unavailability of KFS after 5pm.

If you have any questions or concerns, please feel free to contact Annette Pavone (Annette.pavone@uconn.edu) or Lori-Anne Hansen (lori-anne.hansen@uconn.edu)

 

Annette Pavone, CPA

Lead Accountant, Inventory Control & Capitalization

Accounting Office

University of Connecticut

343 Mansfield Road

Storrs, CT 06269-1074

Phone (860) 486-2934

6/16/2022 – KFS 2022 Close / Opening of FY23

June 20, 2022

To All KFS Users:

 

In preparation for the close of fiscal year 2022 and the opening of fiscal year 2023 in KFS, please make note of the following:

 

  1. KFS will be unavailable for processing at 5:00 pm on Thursday, June 30th.

 

 

  1. KFS will be available Friday morning, July 1st for fiscal year 2023 processing.

 

 

  1. eDocs that were routed to the central processing offices (Accounting, Accounts Payable, etc.) by the deadlines specified in the Controller Memo will be posted to fiscal year 2022, as well as any eDocs that missed these deadlines to the extent time permits. Fiscal year 2022 eDocs not finalized before June 30th will be rolled over and posted in fiscal year 2023 when finalized.

 

 

  1. Certain eDocs submitted after June 30 will be posted back to fiscal year 2022 by central offices, and you will notice these being reflected in fiscal year 2022, Period 13. If you have an eDoc that you believe should be posted to fiscal year 2022, (for example, to clean up a deficit account), please specify this on the eDoc before you submit it.

 

 

If you have any questions, please contact Lori-Anne Hansen (lori-anne.hansen@uconn.edu) or Annette Pavone (annette.pavone@uconn.edu).

 

 

 

Annette Pavone, CPA

Lead Accountant, Inventory Control & Capitalization

Accounting Office

University of Connecticut

343 Mansfield Road

Storrs, CT 06269-1074

Phone (860) 486-2934

 

6/8/2022 – Fiscal Officer Delegations

Are you a Fiscal Officer who is planning a summer vacation? Please be sure that your accounts have a delegate who can approve eDocs on your behalf so that eDocs do not get stuck in Workflow. The Accounting Office recommends having a permanent secondary delegation on your accounts, and also recommends delegating “UP” to a supervisor when possible. Keep in mind that the Fiscal Officer is responsible for actions taken on their behalf.

 

There are 2 reports in KFDM to help you with your delegations (Standard Reports ~ KIM folder):

      Missing Account Delegations: This report will show all of your accounts where no delegation is set up.

      Account Delegations Summary: This report will show current active delegations. You can run it by:

            Fiscal Officer NetID

            Parent Organization

            Organization

            Account

            Delegate NetID

 

To set up delegations for multiple accounts, use the Account Delegate Global eDoc. To set up a delegation on only one account, use the Account Delegate eDoc.

 

As a reminder: The Account Delegate Global eDoc will override any existing delegations; the Account Delegate eDoc will not override any existing delegations.

 

For answers to your questions about delegations, please see the Delegations topic here: , https://kb.uconn.edu/space/FPB/10946281788/KFS+Fiscal+Officer+Delegationsor you may contact me directly.

 

Thank you, and enjoy your time off!

 

Annette

 

 

 

Annette Pavone, CPA

Lead Accountant, Inventory Control & Capitalization

Accounting Office

University of Connecticut

343 Mansfield Road

Storrs, CT 06269-1074

Phone (860) 486-2934

 

6/3/2022 – Steps to close a KFS account

June 7, 2022

If you are looking to close an account effective for FY23, the following steps 1 – 3 need to be completed before June 30, 2022. To close a grant account (sub-fund = RSTSP, UNRSF, UNRSP), please contact SPS. For all other accounts, please follow the directions below:

  1. 1. The Account must have no balance sheet amounts remaining, so be sure that all account activity is complete. Then initiate a Transfer of Funds e-doc (TF) to move any remaining available cash (1100 object code) out of the account. Be sure to use the correct transfer object codes 32XX and 33XX on the TF. Once the TF has been completed (prior to June 30th), the account can be closed only after year end processing has occurred (in August). For more information, contact the Accounting Office.
  2. 2. There should be no open encumbrances in an account, so make sure that all purchase orders are either closed or amended to include a different account. On the Open Encumbrances inquiry, the Outstanding Amounts should all be zero. For more information, contact Purchasing.
  3. 3. Eliminate any current or base budgets in KFS by initiating a Single Sided Budget Adjustment. For more information, contact your Budget Analyst.

The following step should be completed after the final close of FY22 has been completed, at the end of August:

  1. 4. After all of these steps are done, and the final close of FY22 has been completed at the end of August, initiate an Account edit eDoc (search for the account, then click edit):
    a. Choose an expiration date (today or later than today)
    b. Click the “closed” box on the Account Maintenance tab
    c. Enter a Continuation Chart of Accounts Code and a Continuation Account Number on the Account Responsibility tab

 

Annette Pavone, CPA

Lead Accountant, Inventory Control & Capitalization

Accounting Office

University of Connecticut

343 Mansfield Road

Storrs, CT 06269-1074

Phone (860) 486-2934