KFS Chart of Accounts (CoA) documents
The Chart of Accounts (CoA) documents in the Kuali Financial System (KFS) are used to create and maintain the attributes used throughout the financial system (e.g., account, organization, billing IDs, etc.).
The CoA module also includes documents used to create and modify workflow/routing (e.g. Account Delegate, Organization Review, etc.)
Financial Accounting
| Document | Document Type Code | Purpose/Use |
| Account | ACCT | Create a new account or edit or copy existing accounts; assign a Fiscal Officer (Account Manager) to an account |
| Account Global | GACC | Assign identical attributes to multiple accounts on a single document, such as updating the Fiscal Officer on a group of accounts. Note: this document is not used to create a new account, the Account document should be used |
| Billing ID | UCBI | Create or modify a Billing ID (e.g., used for department recharges) for an account |
| Organization | ORGN | Create or modify an Organization code; an organization can be any level within the university (i.e., a department) |
| Project Code | PROJ | Create or modify a Project code; a project code is used to represent a one-time, or intermittent departmental event or activity |
| Sub-Account | SACC | Create or modify a Sub-Account; sub-accounts allow departments to subdivide accounts for better tracking of detailed budgets and expenses |
| Sub-Object Code | SOBJ | Create or modify a Sub-Object code; sub-object codes allow you to specify a more detailed breakdown of an object code |
| Sub-Object Code Global | GSOB | Assign a Sub-object code to a group of accounts at one time |
Workflow
| Document | Document Type Code | Purpose/Use |
| Account Delegate | ADEL | Create or modify an account delegate, or add an additional delegate to an account; an account delegate is an individual who the fiscal officer has determined may approve transactions on their behalf |
| Account Delegate Global | GDLG | Create or modify an account delegate for a group of accounts at one time. Note: Any changes made on this document will override (remove) any existing delegations set up for the specified account(s). |
| Account Delegate Model | GDLM | This optional document may be helpful for departments that have a complex but consistent delegation model and frequently create new accounts (e.g., department involved in sponsored research: each new grant = at least one new account) |
| Account Delegate Global from Model | GDLG | Assign one or more accounts to the delegation(s) established on the Account Delegate Model document. |
| Group | --- | Create or modify an existing Group within KFS; groups are a selection of individuals who share the collective responsibility of reviewing and/or approving documents; after a group is created, an Organization Review document should be processed to establish routing to the group. |
| KFS User | KFSU | Set up or expire access for a KFS user. A KFS user account grants the user access to KFS and DaFIS. |
| Organization Review | OR | Create or modify document approvers' and reviewers' attributes for an organization; organization review entries are used by organizations to customize the routing of transaction documents for approval or review, based on attributes such as document type and dollar amount. |
| Role | --- | Lookup only, not a document. View the various roles and permissions in KFS. |