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Staff can complete the General Ledger Transfer eDoc in Kuali Financial Systems (KFS). 

To proceed, 

1. Navigate to the 'Accounting' section.
2. Select Activities.
3. Click on General Ledger Transfer. 
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4. In the 'Document Overview' section, enter a document description. Additional text in the Explanation box is optional:
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5. Look up the Accounting Lines for the transaction(s) that you want to move. You can either enter an account number and object code combination and /or a document number.
6. Click search Search.
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7. Transactions that have already been moved can't be selected. These will show a GLT Document Number. Results will show all matching general ledger entries:
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8. Select the transaction(s) you would like to move. Then click
9. Click Return Selected. This Doing so will populate the FROM side of the Accounting Lines:
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   1. Click on the Scale icon Image Modified to perform a balance inquiry for this Accounting Line.
   2. Click on the Refresh icon Image Modifiedto refresh the Accounting Line.
   3. Click on the Copy icon Image Modified to copy the line to the 'TO' side of the Accounting Lines.
   4. Click on the Delete icon Image Modified to delete the Accounting Line.
10. Click the COPY ALL button to copy all 'FROM' lines into the 'TO' Accounting Line: . 
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    1. Click on the Split Accounting Lines icon Image Modified to split the 'TO' Accounting Line into two lines: . 
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    2. You can To add additional lines by clicking , click on the Image Modified icon again: . 
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11. Next, adjust the accounting line attributes, such as Account, Adjust the Accounting Line attributes including those for 'Account,' 'Sub-Account,' 'Object,' 'Amount,' etc.

Copy Down

To copy a change to all accounting lines below it, click on the Copy Down icon (Image Modified).

You will be prompted to select which attributes you would like to be copied down:
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