Staff can learn about the Pre-Encumbrance (PE) eDoc available in Kuali Financials (KFS).
The Pre-Encumbrance eDoc is a one-sided entry to earmark funds for which unofficial commitments have already been made. It sets aside future expenses that are not encumbered with a Purchase Order.
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Pre-encumbered amounts will be included in the Encumbrance Amount column on General Ledger Balance Inquiries. Staff can learn about the Pre-Encumbrance (PE) eDoc available in Kuali Financials (KFS).
General Guidelines
When completing the Pre-Encumbrance eDoc, keep the following items in mind:
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- Navigate to the Pre-Encumbrance Details line.
- Enter a reversal date in the Reversal Date field. On the entered date, the pre-encumbrance will reverse automatically.
- Complete all the fields in on the Encumbrance line.
- Leave all the fields in on the Disencumbrance line blank.
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Staff can reach out to the individuals listed below for help with Pre-Encumbrance.
| Topic | Name | Department | Phone |
|---|---|---|---|
| PE | Annette Pavone | Accounting | (860) 486-2934 |
| PE | Brett Paulson | Finance Systems | (860) 486-9364 |
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