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Office of the University Controller Indiana University

Reference Materials

Checklist
UCO checklists of required procedures and controls for a process, with links to the related standards, reports, and templates.
Form
UCO specific forms organized by department.
Instruction
Step by step documentation typically used in conjunction with a specific form and/or template.
Reference
Conglomeration of information which includes existing information from the old fms website that will be incorporated into the IU Accounting Standards Book, reference information related to completing department forms and templates and additional guidance for a specific department.
Template
UCO specific templates organized by department.
Form library
Match Description Categories Type
Advance Deposit (AD)_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
APIs and Integrations Request Form Definitions KFS Resources & Financial Processing Documents Reference
Asset Manual Payment (Capital Asset Management) Assets, Kuali Financial System Template
Auxiliary Voucher (AV)_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
Budget Adjustment (BA)_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
Budget Construction Annual Request_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
Budget Construction Monthly Request_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
Customer Invoice (INV) Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
Distribution of Income/Expense (DI)_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
General Accounting Adjustment (GEC)_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
HRMS Payroll Access Request Form Completion Payroll Instruction
Indirect Cost Adjustment (ICA)_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
Internal Billing (IB)_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
KFS Read-Only Access KFS Resources & Financial Processing Documents Reference
Pre-Encumbrance (PE): Disencumber Only_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
Pre-Encumbrance (PE): Encumber Only_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
SCP-SFTP Non Enterprise Applications Instruction
Service Billing (SB)_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
Transfer of Funds (TF)_Import Template KFS Resources & Financial Processing Documents, Kuali Financial System Template
Year-End Budget Adjustment (YEBA)_Import Template Accounting Close, KFS Resources & Financial Processing Documents, Kuali Financial System Template
Year-End Distribution of Income/Expense (YEDI)_Import Template Accounting Close, KFS Resources & Financial Processing Documents, Kuali Financial System Template
Year-End General Accounting Adjustment (YEGE)_Import Template Accounting Close, KFS Resources & Financial Processing Documents, Kuali Financial System Template
Year-End Transfer of Funds (YETF)_Import Template Accounting Close, KFS Resources & Financial Processing Documents, Kuali Financial System Template