Staff can learn how to
...
complete an Internal Billing (IB) transaction through Kuali Financial Systems (KFS).
...
Navigate to
‘Accounting’Accounting.
Click
onon Activities.
- Select
Select Internal Billing.
In the
‘Income’Income section, complete the following fields:
Chart
Account NumberInfo title Info For this field, enter “UC”.
– enter UC.
Account Number
Revenue Object Code
Info title Info For this field, enter “4XXX”.
– enter 4XXX.
Click the Add button.
In the
‘Expense’Expense section, complete the following fields:
Chart
Info title Info – enter UC.
Account
NumberNumber
Expense Object Code
Info title Info For this field, enter anything from “6XXX” to “8XXX”.
– enter anything from 6XXX to 8XXX.
Amount
- Click the Add
Click the Add button.
Complete the ‘Items’ tab, if you wish. You are not required to do so, however.
Info title Info Optionally, complete the Items tab. The Items tab can be used to identify stockroom items, for example
,. However, it does not validate against the Accounting Lines total.
If you If you choose not to complete
the ‘Items’ tabthe Items tab, use
the ‘the Explanation
’ so field on the Document Overview
tab instead, 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 $5,000 and up if one is available. Internal Billings valued at $5,000 and up must have an attachment for Accounting Office approval.
Certain University policies (e.g.
traveltravel, entertainment, meals, etc.) may require additional documentation regardless of amount.
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