Steps

What you need to do

How to do it

1

Access KFS via ZOTPortal

1. Go to https://portal.uci.edu/
2. Log in with your UCInetID and password
3. Click on the Faculty and Staff tab
4. Select the KFS tab

2

Access the Action List item

1. Navigate to the KFS Tools portlet
2. Click on the Action List item

3

Review the Action List 

1. Review the Action List and Action Requested column 
2. To open, review and take action on an eDoc, click on the Document Number in the ID column

Steps

What you need to do

How to do it

1

Access KFS via ZOTPortal

1. Go to https://portal.uci.edu/
2. Log in with your UCInetID and password
3. Click on the Faculty and Staff tab
4. Select the KFS tab

2

Access the Doc Search feature

In the KFS Accounts portlet, click on the “Doc Search” Doc Search link.

3

Perform a Basic Search

You will now be in the Document Lookup screen. Here, you can perform a search based on Initiator, Document ID#, date document created, etc.

4

Perform a Detailed Search

Alternatively, you can click on the “Detailed Search” Detailed Search icon up above and perform searches based on more criteria, such as “Route Status,” “Date Approved” etc.

5

(Optional) Save a Search

If you find that you do a certain type of search often, you can give it a name and it will appear in your Saved Searches pulldown menu up above.

Steps

What you need to do

How to do it

1

Access KFS via ZOTPortal

1. Go to https://portal.uci.edu/
2. Log in with your UCInetID and password
3. Click on the Faculty and Staff tab
4. Select the KFS tab

2

Access the Doc Search feature

In the KFS Accounts Travel & Entertainment portlet, click on the “Doc Search” Travel Reimbursement link.

3

Perform a Basic TR Search

You will now be in the Document Lookup screen. Here, you can perform a search based on Initiator, Document ID#, date document created, etc.

4

Perform a Detailed Search

Alternatively, you can click on the “Detailed Search” icon up above and perform searches based on more criteria, such as “Route Status,” “Date Approved” etc.

5

(Optional) Save a Search

If you find that you do a certain type of search often, you can give it a name and it will appear in your Saved Searches pulldown menu up above.Start by deleting today's date from the Date From: field and then enter your last name in the Last Name field. Click Search when done.

4

Open the eDoc

In the results that appear below, click on the Document ID number to open the eDoc.

5

Look for the DV in the View Related Documents tab.

1. Collapse all the tabs by clicking Collapse All.
2. Find the View Related Documents tab and click Show.
3. There you will see your Disbursement Voucher (DV). Click the link to open the DV eDoc.

1. Collapse all the tabs by clicking Collapse All.
2. Find the Pre-Disbursed Processing tab and click Show.
3. Upon final approval the first field will read PAID. If it does not, try back again later.
4. The PDP Extraction Date will inform you of when the funds were transferred from UCI to your bank. NOTE: Your bank may take up to 2 business days before making the funds available to you.