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Staff can edit an existing account in the Account section of the Chart of Accounts page in Kuali Financial Systems (KFS). 

  1. Navigate to Account.  
  2. In the Account Lookup fields, enter any known information about the account you wish to edit.  
  3. Click Search.  
  4. Search results will appear. Click on the appropriate result.  
  5. Click Edit.
  6. Similar to the copy function, the screen will have old information on the left, and new information on the right. Make the desired changes.  

  7. Click Submit.


If a fiscal officer is no longer at UConn or is otherwise unable to approve an Account eDoc, do not use the Account Edit function to change the fiscal officer. Instead, contact a Chart Manager in Accounting to make the change using an Account Global eDoc; an Account Global eDoc will not need to route to the former fiscal officer for approval.

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