5/7/2024 KFS eDocs needing approval

May 13, 2024

To All KFS Users: As you know, the end of fiscal year 2024 is quickly approaching. For an orderly close of KFS, there is a need for all FY24 KFS eDocs to be finalized before the end of June. There are eDocs in KFS that have a status of “enroute” – some of these are several months old.  A document that is “enroute” is waiting for approval by someone. Every KFS User is being asked to do the following:

  1. Check your Action List regularly, and look in the “Action Requested” column for items that say “Approve.”   Open up each eDoc, and approve or disapprove it as appropriate. Once you take the action requested, the eDoc will disappear from your Action List, and move on to the next approver or to Final or Processed status. For more information about managing your Action List, and for details on other Route Statuses and other Actions Requested, please see KFS Action List / KFS Workflow  (Action List).
  2. We also ask that you find eDocs that you have initiated that are still enroute, and have not yet routed to a central department such as Accounts Payable or Accounting.  (Many of you do not initiate eDocs so this does not apply.)  For these eDocs, look at the route log to see whose action list it is in, and contact that person to remind them to take action on the eDoc.
  3.  To find your enroute eDocs:
    1. Click on the “doc search” button
    2. Click on the “detailed search” button
    3. Enter your netid in the Initiator box
    4. In the Route Status box, choose “ENROUTE”
    5. Optional: Name this search by entering “My enroute eDocs,” for example, in the “Name this search” box. To easily re-create this search in the future, use the Searches dropdown list.
    6. Click “search”
    7. To see the route log on an eDoc: Open up the eDoc and go to the Route Log tab, or Click on the “Route Log” icon in the far right column. This will open up only the route log.
    8. In the Pending Action Requests area, look for “IN ACTION LIST APPROVE” – this is where the eDoc is currently waiting for action. If it is a group, you can click on the group name to see the individual members in this group.

      If you are unable to approve an eDoc that it is your action list, or if you encounter any other issues, please go to https://financialapps.its.uconn.edu/, click on “Request Help,”  and complete a Help Ticket. Please provide the eDoc number, and a description of the error that you are receiving. We thank you in advance for your cooperation.   Annette Pavone, CPA Manager of Capitalization & Inventory Control and Special Projects Accounting Office University of Connecticut 343 Mansfield Road Storrs, CT 06269-1074 (860) 486-2934

      3/28/2024 Annual Year-End Deadlines

      April 5, 2024

      The annual notice of the financial year-end deadlines for contracts, commitments, expenditures, and other transactions is located at the following link: Fiscal Year-End Deadlines 6/30/2024. Your attention to and assistance in meeting these deadlines are necessary to ensure an orderly closing of University financial records and the audit of the financial statements that ensues following the close.  As with any close of a fiscal year, the Finance team members are committed to assisting you with your procurement and reimbursement needs.  We will continue to process all documents in accordance with Federal, State, and University requirements, in support of operational, educational, and research activities during this period.

      For more information, contact: Margaret McCarthy, AVP of Financial Operations and Controller, University of Connecticut at margaret.mccarthy@uconn.edu.

       

      Stacy Russolino, CPA

      Manager of Financial Reporting

      Accounting Office

      University of Connecticut

      343 Mansfield Avenue Unit 1074

      Storrs, Connecticut 06269-1074

      3/17/2024 Kuali Cloud is Live

      Good Afternoon,

      Kuali Financials has been successfully migrated to our cloud-hosted platform and is available for use.  You can reach the new system by navigating to: https://uconn.kuali.co/fin/webapp/dashboard/home

      To report any technical issues, please reach out to our team by emailing techsupport@uconn.edu.

      Thank you,

       

      BRETT PAULSON

      Manager, Enterprise Financial Systems

      Information Technology Services | Temporary Administrative Building

      25 Gampel Service Drive Unit 1138 | Storrs, CT 06269-1138

      o: (860) 486 9364 | financialapps.its.uconn.edu/

       

       

      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