Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In Kuali Financials, Sub-Accounts, Sub-Object Codes, and Project Codes are used to define activity or flag transactions when an Account or Object Code does not provide enough detail.

  • If you need details for transactions that span numerous object codes and only a few accounts, Sub-Accounts may be a handy alternative to opening new accounts.
  • If the type of income or expense is limited to a few object codes but spans several accounts, use Sub-Object Codes.
  • If spanning multiple accounts across multiple organizations and activity is not limited within those accounts, use Project Codes.

KFS Project Codes

Pros

  • Allow you to assign an identifier to particular transactions that may span multiple accounts.
  • Are not particular to any account.
  • Can be used by any account/user in the University.
  • Each project has a Project Manager.
    • No routing attached to Project Manager.
    • Can be used as a tool for Reporting.

...

Inactivating a Project Code

  1. Search for the Project Code.
  2. Select Edit.
  3. Uncheck the Active Indicator box.

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
cqllabel in ("kuali","kuali_financials","kfs","object_code","project") and space = "IKB"