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| KFS Term | Definition |
| Access | Determined by workgroups and document types |
| Account | Unique number identifying a pool of funds assigned for a specific function |
| Account Campus Code | Account Maintenance Tab field used to definethe physical campus where the account is located |
| Account Closed Indicator | Account Maintenance Tab field check box used to indicate account open/closed: select box if closed |
| Account City Name | Account Maintenance Tab field used to define the city where the account is managed |
| Account Effective Date | Account Maintenance Tab field used to define starting date |
| Account Expiration Date | Account Maintenance Tab field used to define end date |
| Account Fringe Benefit | Account Maintenance Tab field check box used to indicate if fringe benefits are accepted |
| Account Name | Account Maintenance Tab field used to create the familiar title of an account |
| Account Number | Account Maintenance Tab field used to create a new account |
| Account Off Campus Indicator | Account Maintenance Tab field check box used to indicate where activities occur: select box for off campus |
| Account Postal Code | Account Maintenance Tab field used to define zip code where the account is managed |
| Account Restricted Status Code | Account Maintenance Tab field used to indicate whether funds are T: temporarily restricted, R: Restricted, U: Unrestricted |
| Account State Name | Account Maintenance Tab field used to define the state where the account is managed |
| Account Street Address | Account Maintenance Tab field used to define the street address where the account is managed |
| Account Type | Categorizes accounts for reporting |
| Account Type Code | Account Maintenance Tab field used to define account type |
| Accounting Period | Defines the accounting year: usually corresponds to calendar months |
| Administration Tab | Displays the list of functions that only technical staff or super users in the functional area are likely to use |
| Administrator | Can give blanket approval on most self initiated transactions for which you are an approver |
| Approver | Approve documents at any route level |
| Attribute | Relationships among accounting line properties that define the financial structure of an institution |
| Batch Process | All G/L pending transactions are collected in “batch”, at a given time, from e-Docs in Kuali modules and documents from external applications converted to the Kuali G/L Origin Entry format |
| Blanket Approval | Special workflow option that allows the user to force a document into approved status without waiting for the normal routing process to be completed |
| Chart | Unique 2 digit alpha code identifying an account's point of origin: accounts and object codes are chart specific |
| Chart Code | Account Maintenance Tab field used to define account's point of origin: 2 digit alpha |
| Chart of Accounts (COA) | Set of tables that define the codes and coding structures within KFS Attributes |
| Collector | Gathers Kuali pending e-Docs and documents from external applications to pass to the Scrubber for batch processing |
| Core Modules | Rice (which includes KEW), Chart of Accounts, Financial Processing, General Ledger, Pre-Disbursement Processing, and Vendor |
| Country | Code identifying country names |
| Decision Support | Reporting: provides access to data through inquiry, report retrieval, report generation |
| Delegate | Takes workflow actions on a document in place of a Fiscal Officer |
| Document Type | Distinguishes types of possible transactions; specific business rules apply; may be e-Docs or from external sources |
| e-Doc | Any transaction: validity and appropriateness checks and workflow applied by KFS; comprised of header and body |
| Financial Reporting Code | Optional attribute of sub-account |
| Fund Group | Broadest category of funds; used for reporting and business rules |
| Financial Higher Education Function Code | Account Maintenance Tab field used to define the purpose of the account: i.e., instruction, research |
| Fiscal Officer | Approves documents at Account Level of routing; may delegate approval based on attributes |
| Fringe Benefits Chart of Accounts Code | Account Maintenance Tab field used to define the chart code for the fringe benefits account |
| Fringe Benefits Account Number | Account Maintenance Tab field used to define an account that accepts fringe benefits |
| General Ledger | Fully approved e-Docs route to GL, the official repository of all financial and budget information |
| Higher Education Function | Classifies purpose and activities of an account, i.e., instruction, research, public outreach |
| Home Origination | Identifies GL transactions by point of origin: KFS or an external system |
| Indirect Cost Recovery (ICR) Automated | Defines valid series ID codes for given fiscal year and their indirect cost rates and object codes |
| Indirect Cost Recovery (ICR) Exclusion by Account | Defines specific object codes for an account which are excluded from system-generated indirect cost transactions |
| Indirect Cost Recovery (ICR) Exclusion by Type | Defines the indirect cost exclusions associated with a defined Indirect Cost Type Code |
| Indirect Cost Recovery (ICR) Type Code | An account attribute to automatically generate indirect cost recovery: it lists values for creating indirect cost object code exclusions |
| Initiator | Creates documents; certain restricted documents require work group membership |
| Kuali | Umbrella of terms for applications development |
| Kuali Enterprise Workflow (KEW) | Automates routing of e-docs (electronic documents) for approval according to specified business rules |
| Kuali Financial System (KFS) | Main parts: e-Doc, General Ledger, Decision Support |
| Kuali Nervous System (KNS) | Encompasses infrastructure components |
| Main Menu | Displays the list of transactions and functions that regular users are permitted to initiate |
| Maintenance Menu | Displays various reference tables to support the field validation and lookups maintained by administrative staff |
| Mandatory Transfer Elimination Code | Indicates whether an object code is considered a mandatory transfer code, an elimination code or neither |
| Modules | Portions of larger programs that carry out specific functions: can be implemented alone or combined with other modules |
| Object | Identifies types of transactions: i.e., income, expense, asset, liability, fund balance |
| Object Type | Object code attribute that identifies its general use: income, asset, expense, liability |
| Object Sub-Type | Object code attribute that refines object type: used for reporting and e-Doc business rule establishment |
| Object Level | Object code attribute for grouping into reporting categories |
| Object Consolidation | Object level attribute representing a general category of object code for reporting |
| Organization Code | Represents units at many different levels, i.e., department, responsibility center, campus |
| Organization Type | Categorizes organizations for reporting purposes |
| Origination Code | Identifies the system originating a transaction |
| Postal Code | References zip code to city and state |
| Primary Delegates | Documents route directly to them instead of to Fiscal Officers |
| Process initiation | Batch process is run at given time when it won't interfere with online transaction activity or table maintenance; may be time triggered, event triggered, or manually started |
| Project | Identifies particular transactions that may span multiple accounts |
| Responsibility Center | Organization attribute indicating where responsibility resides |
| Restricted Status | Account attribute indicating fund status: unrestricted, restricted or temporarily restricted |
| Reviewer | Documents are ad hoc routed for ‘Acknowledgement’ or ‘FYI'. |
| Roles | Initiator, Approver, Delegate, Reviewer, Administrator, and Superuser: determine user options |
| Secondary Delegates | Documents route to them in addition to Fiscal Officers |
| State | References US Postal codes to states |
| Sub-Account | Used to further define an account, may be used with multiple accounts when defined individually |
| Sub-Fund Group | Relates an account to a fund: i.e., continuing education accounts, scholarships and fellowships, and general funds. |
| Sub-fund Group Type | Sub-Fund attribute used to further categorize sub-funds |
| Sub-Object | Optional: used for finer distinctions of an object code |
| Superuser | Can fully approve or disapprove any document at any route level |
| Transaction Validation (Scrubber) | Three primary functions: validation of data, offset and entry generation, error handling after batch processing |
| University Budget Office Function | Higher Education Function code attrigute indentifying a function for budget reporting |
| University Date | Maps dates to fiscal years and fiscal periods |
| Validation of data | Validates transactions created via e-docs using the chart of accounts and business rules; eliminates transactions with errors |
| Work Group | Group of users sharing a similar responsibility and business function; appears in everyone's action list until one person takes an action |
| Workflow | Rules that govern approval routing; accessed through action list and doc search buttons |