Organization/Accounting Reviewer Overiew

Owned by Former user (Deleted)
Last updated: Apr 25, 2022 by Sarah Nguyen (Deactivated)
1 min read

Staff can learn about how the Organization/Accounting Reviewer role functions in Kuali Financials (KFS).  

The Organization/Accounting Reviewer establishes optional and/or additional workflow action requests for KFS eDocs. These requests can be based on Organization, Document Type, and/or Dollar Amount and must be set up by Enterprise Financials using a System Access Request Form.  

Staff can delegate the Organization/Accounting Reviewer role. 

eDoc Types

  • Organization Accounting Only – only financial eDocs. 

  • Organization Only – only non-financial eDocs. 

  • Both – financial and non-financial eDocs. 

Action Types 

  • Approve 

  • Acknowledge 

  • FYI

You can set up multiple individuals; you can either require that all take action or require only the first individual to take action.  

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