Initiating an Internal Billing Transaction

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

To initiate an IB,

Navigate to ‘Accounting’.
Click on Activities.
Select Internal Billing.
In the ‘Income’ section, complete the following fields:
- Chart
  Info
  
  For this field, enter “UC”.
- Account Number
- Revenue Object Code
  Info
  
  For this field, enter “4XXX”.
Click the Add button.
In the ‘Expense’ section, complete the following fields:
- Chart
  Info
  
  For this field, enter “UC”.
- Account Number
- Expense Object Code
  Info
  
  For this field, enter anything from “6XXX” to “8XXX”.
- Amount
Click the Add button.
Complete the ‘Items’ tab, if you wish. You are not required to do so, however.

The ’Items’ tab can be used to identify stockroom items, for example, However, it does not validate against the Accounting Lines total.
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 $5,000 and up must have an attachment for Accounting Office approval.

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

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