KFS Brown Bag What’s New With DV’s

KFS Brown BagWhat’s New With DV’s

Wednesday – June 5, 201312:00 – 1:00 pm

Conference Room 6137, McKeldin Library

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Welcome and Introductions

Please welcome some of our KFS PURAP Team Members-

• Chenise Patterson AP Lead, UMCP

• Jaci KilgoreAP SME, UMCP

• Cora Mayo AP Partner Lead, Navigator

Contact us at [email protected]

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Objectives

We have two main objectives for today:

1. What is a Disbursement Voucher (DV)

2. Demo of Disbursement Voucher (DV)


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KFS Home Page


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Select Disbursement Voucher


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DV With Tabs Collapsed


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Document Overview Tab


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Payment Information Tab


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Payee Lookup Screen


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Select Reason Code and Vendor


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Search Value Returned


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View Values Returned


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Select Return Value – Remit Address


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Payment Information Tab is Populated


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Enter the Invoice #, Invoice

and Received Dates


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Accounting Line Tab


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Enter the Chart, Account, Object and Amount, click Add


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After “Add” new accounting line is available


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Contact Information Tab


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Notes and Attachment Tab


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Route Log Tab


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Form Buttons


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Successfully Submitted DV With Link to DV Coversheet PDF


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Disbursement Voucher Coversheet


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Updated Route Log - Enroute


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Fiscal Officer


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Fiscal Officer’s Action List


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General Ledger Pending Entries


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View Route Log and Approve


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Search for Disbursement Voucher


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Enter Search Criteria


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Document Status - Final


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Disbursement Voucher Reason Codes(Subject to Change)


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Disbursement Voucher Reason Codes(Subject to Change)


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DEMO


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QUESTIONS?


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February 27, 2013 – Welcome to KFS!

March 13, 2013 – KFS Chart of Accounts and Workflow March 27, 2013 – KFS Vendor Maintenance April 10, 2013 – KFS Requisitions April 24, 2013 – What’s New With JVs in KFS? May 8, 2013 – KFS Contracts and Grants May 22, 2013 – KFS Capital Assets June 5, 2013 – KFS Disbursement Vouchers June 19, 2013 – KFS Reporting


KFS Brown Bag Series

All meetings are scheduled from 12 – 1 pm in 6137 McKeldin Library*

* Dates, locations and topics subject to change

Introducing … the KFS Brown Bag Series!

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We are working on a KFS website. In the meantime …


… Check out updates to the VPAF KFS page …

http://vpaf.umd.edu/kuali/index.html

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For additional information regarding this presentation, please contact:

Chenise Patterson

(301) – 405-2634

[email protected]


Contact Us

Brenda Sprite

(301) – 405-3020

[email protected]

THANK YOU FOR ATTENDING TODAY!

Documents

KFS Brown Bag What’s New With DV’s