Organization/Accounting Reviewer Overiew

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.  

Related Articles

Related content

Kuali Approval Matrix
Kuali Approval Matrix
More like this
Workflow Actions: Approve, Acknowledge, and FYI
Workflow Actions: Approve, Acknowledge, and FYI
More like this
Kuali Financials eDocs Quick Reference
Kuali Financials eDocs Quick Reference
More like this
Managing Account Delegates
Managing Account Delegates
More like this
KFS Invoicing: Additional Information and Support
KFS Invoicing: Additional Information and Support
More like this
Quick Reference Guide for Cash and Accounts Receivable eDocs
Quick Reference Guide for Cash and Accounts Receivable eDocs
More like this