Skip to content

Pages for:

  • Faculty
  • Staff
  • Students
Cornell University
Cornell University
Division of Financial Services
  • Home
  • About Us
    • DFS Conversations
    • Public Notaries
    • Finance Training
    • Finance Mentor Program
  • Departments
    • Accounting
      • About
        • Contact
        • Accounting Events
        • Accounting News
        • Accounting Spotlights
      • Chart of Accounts
        • Transaction String
        • Accounts
        • Object Codes
        • Function Codes
        • Fund Groups
        • Charts
        • Organizations
        • Using Sub-Accounts and Sub-Object Codes for Activity Tracking
        • Managing Accounts
      • Topics
        • Abandoned Property
        • Accounts Payable
        • Accounts Receivable
        • Deposits
        • External Organizations
        • Gift Funds
        • Interdepartmental Activity
        • Inventories
        • Lease Classification
        • Petty Cash and Cash Drawers
        • Plant Construction Funds
        • Reconciliation Guidelines
        • Reserve Accounts
        • Revenue Classification
        • Transferring Funds
        • Travel Advances and Prepaid Expenses
        • WCMC Activity
      • Invested Funds
        • Current-Year Long-Term Investment Pool Rates
        • Prior-Year Long-Term Investment Pool Rates
        • Investing in the Long-Term Investment Pool
        • Investment Glossary
      • Year-End
        • Account Reversion
        • KFS Payment Processing E-docs (DV, PREQ, PCDO)
        • Cash Deposits at Year-End
        • Revenue and Expense Year-End Accruals
        • Deadlines
    • Business Service Centers
      • Contacts
      • Business Tools
      • Tools
        • FTC/BSC Management System
    • Cost and Capital Assets
      • About
        • Events
        • News
        • Spotlights
      • Capital Assets
        • Inventory Procedures
        • Disposing of Capital Assets
        • Capital Asset Code Tables
        • Cornell Asset Transfer System
      • Cost Analysis
        • Salary Certification
        • Recharge Entity Procedures
        • Employee Benefit Rates
        • Facilities & Administrative Cost Rates
    • Financial Information Services
      • About
        • Legacy Systems
        • Events
        • News
        • Spotlights
      • Get Help
        • KFS Help Request
      • Get Access
      • Guides
        • KFS
        • KDW/Reporting
        • FAQ
        • Glossary
        • Acronyms
      • FAQ
    • Payroll
      • About
        • Contact
        • Pay Calendars
        • Archives
        • Events
        • News
        • Spotlights
      • Pay Reps & Supervisors
        • Payroll Distribution
        • Workday Time Tracking & Absence Retro Edit
        • Earnings Codes
        • Deduction Codes
        • Salary Commitment (Encumbrance)
        • KFS Labor Distribution
        • Paycheck/Advice Return
        • On-Demand/On-Cycle Paychecks
        • Vehicle Certification
        • Remote Worker Checklist
        • Paying Foreign Nationals
      • Employees
        • Direct Deposit
        • Paycards
        • Earned Wage Access
        • Payroll Deduction Authorization
        • Tax Withholdings and Forms
      • Workday
        • Guides and Videos
        • Support
    • Procurement Services
      • About
        • Contact
        • Initiatives
        • Core Values
        • Procurement Update
        • Events
        • News
        • Spotlights
      • e-Shop
        • Training
        • FAQ
      • Supplier List
      • For Buyers
        • Products and Services Information
        • Credit Cards
        • Buying Manual
        • Buying FAQ
        • Suppliers and Caterers with Insurance
        • UNSPSC Classifications
        • Using Sponsored or Federal Funds
        • Vendor Registration and Setup
      • For Suppliers
        • Doing Business with Cornell
      • Tools & Forms
        • Tools
        • Forms
    • Shared Services Center
      • About
        • Standards
        • Roles and Responsibilities
        • News
        • Events
      • Services
        • Accounts Receivable
        • Capital Asset Management
        • Chart of Accounts
        • Financial Management
          • Annual Operating Budget Process
          • Financial Reporting
          • Financial Oversight and Analysis
        • Payments
        • Payroll
        • Procurement
        • Procurement Card
        • Student Employment
        • Travel
        • United Way
        • Year-End Transactions
      • Forms
      • Project
        • Updates
      • Contact Us
    • Sponsored Financial Services
      • Contacts
        • Events
        • News
        • Spotlights
      • Managing Awards
        • Policies and Procedures
        • Accounts
        • Uniform Guidance for Federal Awards
        • Monitoring Activity
        • Invoicing
        • Reporting
        • Closing Out Awards
        • Using Diverse Suppliers
      • Rates
    • Tax
      • About
        • Events
        • News
        • Spotlights
      • Students
        • Student Tax FAQ
        • Fellowship Recipients
        • Student FICA Exemption
        • Education Tax Credits
        • Request for Taxpayer ID Number
        • Employee Educational Assistance
      • Foreign Nationals
        • Social Security Taxes (FICA)
        • Payments Allowed by Visa Type
        • Forms Required for Payments
        • Payment FAQ
        • U.S. Federal ID Numbers
        • Honoraria Attestation Form
        • Foreign National Questionnaire
        • Form W-4
      • For Departments
        • Sales and Use Tax
        • Tax Forms
        • Taxability of Expenses
        • Taxability of Employee Travel to Campus
        • Gift Cards and Certificates
        • Moving and Relocation
      • Tax Reporting
        • Form 1042-S
        • Form 1098-E
        • Form 1098-T
        • Form 1099
        • Form W-2
    • Travel
      • Planning Travel
        • Pre-Trip Approvals
        • Local and Single-Day Travel
        • International Travel
        • Long-Term Travel
        • Sponsored Travel
        • Group Travel
        • Student Travel
        • Non-Employee Travel
      • Booking
        • Travel Agents
        • Air Travel
        • Ground Transportation
        • Hotels and Lodging
      • Paying Expenses
        • Travel and Meal Card
        • Advances
        • Meals
        • Reimbursable Expenses
        • Non-Reimbursable Expenses
        • Remote Employee Travel to Campus
      • Expense Reporting
        • Time Requirements for Expense Reporting
        • Required Documentation
        • Mileage and Per Diem Rates
        • Non-Employee Expense Reporting
        • Student Expense Reporting
        • Sabbatical and Similar Leaves
      • Resources
    • Treasurer
      • About
        • Contact
        • Events
        • News
        • Spotlights
      • Cash Management
        • Processing International Funds
        • Processing Credit Cards
        • Processing Cash and Checks
        • Processing Wires and ACH Payments
        • Paying Vendors by Wire, ACH, or Draft
        • Policies and Training
        • Forms
      • Debt
        • Investor Relations
        • Internal Debt
        • Private Use Compliance
    • University Controller
      • About
      • Internal Controls
        • Materiality and Risk Assessment
        • Designing Internal Controls
        • Developing Unit-Level Internal Control Activities
        • Training and Templates
        • About the COSO Framework
      • Reporting
        • Supplemental Schedules, 2005-Present
        • 2003-2004 Supplemental Schedules
      • Strategic Plan
        • Introductory Information
        • DFA's Internal Control Plan
        • Unit-Specific Internal Control Plans
        • Technology and Analytics Integration
        • Center of Excellence for Training
        • One Cornell
        • Procurement Reimagining
        • DFA Department Strategic Plans
      • Contact
  • Business Tools
  • Our Policies
    • Reporting Foreign Gifts and Contracts
  • Contact
  • forms
  • CU policies
  • training
  • KFS Support
  • e-SHOP

Financial Information Services


KFSIDR-1050: Using KFS Dashboards to Manage Accounts and Transactions (New! Replaces KFSIDR-1000 and KFSIDR-1100)

Prerequisite: Using KFS Dashboards Overview Tutorial (KFSIDR-1000DASH-Tutorial).

This class combines the previous KFSIDR-1000 and KFSIDR-1100 classes.

  • Read more about KFSIDR-1050: Using KFS Dashboards to Manage Accounts and Transactions (New! Replaces KFSIDR-1000 and KFSIDR-1100)

Salary Expense Transfer (ST) e-doc Guidelines

Need Help?

Contact the following departments for questions about the ST e-doc:

  • Read more about Salary Expense Transfer (ST) e-doc Guidelines

Financial Processing e-doc Attachment Guidelines

Go To: How Attachments Are Used | When to Include Attachments | What to Attach | What Not to Attach | How to Make Corrections

  • Read more about Financial Processing e-doc Attachment Guidelines

Scheduled Service Change - Kuali maintenance

On Sunday February 14, 2016, between 9:00am and 10:00am KFS, Cynergy, Cynergy Applications, eShops, KFS-Batch, and Travel will be unavailable while maintenance is performed.

  • Read more about Scheduled Service Change - Kuali maintenance

Answers Overview

Oracle Analytics Server (OAS) Answers is the tool used to build an ad hoc query and associated views of the data, such as tables, pivots or charts. It is the equivalent of using a Brio/Hyperion Model to build an ad hoc query or report. Together, the query and one or more views are referred to as an Analysis or an Answers request.

  • Read more about Answers Overview

Dashboard Guides and Tutorials

Dashboard Quick Guides

  • Saving and Managing Saved Dashboard Reports (PDF)
  • Setting the Default Dashboard Landing Page (PDF)
  • Using Dashboard Report Page Selectors Efficiently (PDF)
  • Read more about Dashboard Guides and Tutorials

Introduction to Creating an OBIEE (OAS) Agent (iBot) - Video Tutorial

This video tutorial demonstrates how to create Agents in Oracle Analytics Server (OAS). Agents are queries that can be established to run periodically (daily, weekly, monthly, etc.) and email the results to a number of recipients. Agents provide a way to monitor activity and catch discrepancies without having to manually run a report.

  • Read more about Introduction to Creating an OBIEE (OAS) Agent (iBot) - Video Tutorial

Can I still use my procurement card for some purchases?

A procurement card may be used to obtain goods at non-e-SHOP vendors, as limited by policy. To view transactions that are prohibited on a procurement card, please refer to the Prohibited Transactions page.

See the Procurement Card section of the Buying Manual (sections 202 and 300 – 307) for further information on procurement cards.

  • Read more about Can I still use my procurement card for some purchases?

Accounting Certification Program

Anyone in a service center role is required to complete the Accounting Certification Program within 18 months of employment and re-certify every 3 years.

The Accounting Certification Program (ACP) helps employees develop and enhance accounting skills and knowledge by providing an overview of the accounting function, as well as detailed training on the use of specific accounting tools and their associated policies and procedures. The ACP is constantly growing/changing. As core courses become available, you can take them individually and apply them to the certification.

  • Read more about Accounting Certification Program

Financial Reporting Tutorials

These self-paced online tutorials cover KFS dashboards and balance inquiries.

  • Read more about Financial Reporting Tutorials

Pages

  • « first
  • ‹ previous
  • …
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
  • …
  • next ›
  • last »

Division of Financial Services

377 Pine Tree Road, East Hill Plaza
Ithaca, NY 14850

Hours:  8:00 a.m. - 4:30 p.m., Monday - Friday

 

CONTACT US


  • DFS Home
  • Website Feedback
  • Contact DFS
  • CUInfo
  • For DFS Staff
  • Executive Vice President and CFO
  • University Audit Office
  • Office of University Investments
  • Division of Budget and Planning
  • Risk Management and Insurance
  • Cornell University Policy Office
  • Alliance for Diversity and Inclusion
  • Cornell United Way
  • Campus Alerts
  • COVID-19 Etiquette for Faculty and Staff

©2025 Cornell University

Web Accessibility Assistance