Making corrections (KFS Financial Processing eDocs)

Method #1: “Recall” button

• Certain Financial Processing eDocs display the Recall Button at the bottom of the eDoc after submission, but before anyone takes action on the eDoc:

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• Use this if you notice an error after clicking “submit”

• 2 options:

  • Recall to action list (to make corrections)

  • Recall and cancel

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When you recall an eDoc, you will need to provide a reason

Method #2: “Error Correction” button

• Certain Financial Processing eDocs display the Error Correction Button at the bottom of the eDoc after achieving FINAL status:

• Use this if all or most of an eDoc is incorrect, and if in the same fiscal year

• Clicking “error correction” will initiate a new eDoc which is a exact reversal of the original eDoc:

• The new eDoc will route for approval, and will display a link to the original eDoc on the document header:

• The original eDoc will show that it has been corrected:

Method #3: General Ledger Transfer eDoc (GLT)

• Use this when the “error correction” button is unavailable, or not appropriate:

  • The original eDoc contains several lines, and only 1 or a few are incorrect

  • The original transaction is not a KFS eDoc

• Allows you to select lines from the general ledger to correct them

• Corrects Actual balances only

• Cannot be used to correct:

  • Transactions with asset or liability object codes (Use the DI)

  • Prior year transactions in Fiscal Accounts (Use the DI)

  • Transactions from certain eDocs:

    • Budget transactions

    • Salary Expense Transfer

    • To correct these eDocs, use the error correction button, or another eDoc of the same type

• For more information on the General Ledger Transfer eDoc (GLT) go to https://kb.uconn.edu/space/FPB/10868425146/General+Ledger+Transfer