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Staff can learn how to initiate an Internal Billing (IB) transaction through Kuali Financial Systems (KFS). 

To initiate an IB, 

1. Navigate to ‘Accounting’ Accounting.   
2. Click on Activities.  
3. Select Internal Billing.  
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4. In the ‘Income’ Income section, complete the following fields:   

   • Chart
     

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     For this field, enter “UC”.

     Account Number 

     – enter UC.
     

   • Account Number  

   • Revenue Object Code
     

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     For this field, enter “4XXX”. 

     – enter 4XXX.
     

5. Click the Add button.  
6. In the ‘Expense’ Expense section, complete the following fields:   

   • Chart
     

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     For this field, enter “UC”

     – enter UC.
     

   • Account Number  

   • Expense Object Code
     

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     For this field, enter anything from “6XXX” to “8XXX”.

      
     

     Amount
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     – enter anything from 6XXX to 8XXX.
     

   • Amount
     
7. Click the Add button.  

8. Complete Optionally, complete the ‘Items’ tab, if you wish. You are not required to do so, howeverItems tab. 
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   The ’Items ’ tab can be used to identify stockroom items, for example, . However, it does not validate against the Accounting Lines total.

   
   

9. If you choose not to complete the ‘Items’ tab, use the ‘Explanation ’ field on the Document Overview tab instead, so that the customer knows why they are being charged. You can also add an attachment if one is available. Internal Billings valued  at $5,000 and up must have an attachment for Accounting Office approval.
   

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   Certain University policies (e.g. travel, entertainment, meals, etc.) may require additional documentation regardless of amount.

   
   

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