KFS Brown Bag Whats New With DVs Wednesday
KFS Brown Bag What’s New With DV’s Wednesday – June 5, 2013 12: 00 – 1: 00 pm Conference Room 6137, Mc. Keldin Library
Welcome and Introductions Please welcome some of our KFS PURAP Team Members- • Chenise Patterson AP Lead, UMCP • Cora Mayo AP Partner Lead, Navigator • Jaci Kilgore AP SME, UMCP Contact us at kfs@umd. edu 2
Objectives We have two main objectives for today: 1. What is a Disbursement Voucher (DV) 2. Demo of Disbursement Voucher (DV) Contact us at kfs@umd. edu 3
KFS Home Page Contact us at kfs@umd. edu 4
Select Disbursement Voucher Contact us at kfs@umd. edu 5
DV With Tabs Collapsed Contact us at kfs@umd. edu 6
Document Overview Tab Contact us at kfs@umd. edu 7
Payment Information Tab Contact us at kfs@umd. edu 8
Payee Lookup Screen Contact us at kfs@umd. edu 9
Select Reason Code and Vendor Contact us at kfs@umd. edu 10
Search Value Returned Contact us at kfs@umd. edu 11
View Values Returned Contact us at kfs@umd. edu 12
Select Return Value – Remit Address Contact us at kfs@umd. edu 13
Payment Information Tab is Populated Contact us at kfs@umd. edu 14
Enter the Invoice #, Invoice and Received Dates Contact us at kfs@umd. edu 15
Accounting Line Tab Contact us at kfs@umd. edu 16
Enter the Chart, Account, Object and Amount, click Add Contact us at kfs@umd. edu 17
After “Add” new accounting line is available Contact us at kfs@umd. edu 18
Contact Information Tab Contact us at kfs@umd. edu 19
Notes and Attachment Tab Contact us at kfs@umd. edu 20
Route Log Tab Contact us at kfs@umd. edu 21
Form Buttons Contact us at kfs@umd. edu 22
Successfully Submitted DV With Link to DV Coversheet PDF Contact us at kfs@umd. edu 23
Disbursement Voucher Coversheet Contact us at kfs@umd. edu 24
Updated Route Log - Enroute Contact us at kfs@umd. edu 25
Fiscal Officer Contact us at kfs@umd. edu 26
Fiscal Officer’s Action List Contact us at kfs@umd. edu 27
General Ledger Pending Entries Contact us at kfs@umd. edu 28
View Route Log and Approve Contact us at kfs@umd. edu 29
Search for Disbursement Voucher Contact us at kfs@umd. edu 30
Enter Search Criteria Contact us at kfs@umd. edu 31
Document Status - Final Contact us at kfs@umd. edu 32
Disbursement Voucher Reason Codes (Subject to Change) Contact us at kfs@umd. edu 33
Disbursement Voucher Reason Codes (Subject to Change) Contact us at kfs@umd. edu 34
DEMO Contact us at kfs@umd. edu 35
QUESTIONS? Contact us at kfs@umd. edu 36
KFS Brown Bag Series Introducing … the KFS Brown Bag Series! § February 27, 2013 – Welcome to KFS! § March 13, 2013 – KFS Chart of Accounts and Workflow § March 27, 2013 – KFS Vendor Maintenance § April 10, 2013 – KFS Requisitions § April 24, 2013 – What’s New With JVs in KFS? § May 8, 2013 – KFS Contracts and Grants § May 22, 2013 – KFS Capital Assets § June 5, 2013 – KFS Disbursement Vouchers § June 19, 2013 – KFS Reporting All meetings are scheduled from 12 – 1 pm in 6137 Mc. Keldin Library* * Dates, locations and topics subject to change Contact us at kfs@umd. edu 37
We are working on a KFS website. In the meantime … … Check out updates to the VPAF KFS page … http: //vpaf. umd. edu/kuali/index. html Contact us at kfs@umd. edu 38
Contact Us For additional information regarding this presentation, please contact: § Chenise Patterson § Brenda Sprite § (301) – 405 -2634 § (301) – 405 -3020 § casp@umd. edu § bsprite@umd. edu THANK YOU FOR ATTENDING TODAY! Contact us at kfs@umd. edu 39
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