Organization/Accounting Reviewer Overiew

Staff can review the information below to learn about how the Organization/Accounting Reviewer role functions in Kuali Financial Systems (KFS).  

The Organization/Accounting Reviewer establishes optional and/or additional workflow action requests for documents. 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.  

eDoc Types

The following eDoc types are available through KFS: 

• Organization Accounting Only, which includes only financial eDocs. 
• Organization Only, which includes only non-financial eDocs. 
• Both, which includes financial and non-financial eDocs. 

Action Types 

Action types include the following: 

• Approve 
• Acknowledge 

• FYI

  Info

  You can set up multiple individuals. In doing so, you can either (1) require that all take action, or (2) require only the first individual to take action.  

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