Financial Information Services

There are two ways to see what roles a person has in the system. If you are a KFS User, go to the Administration tab, then in the System panel. Under the Identity header, you will see "Person, Group, Role..." From there, choose one of these methods:
 

You may see an error that reads something like, "kfs-prod:the KFS Form you were using:Could not open OJB PersistenceBroker; nested exception is org.apache.ojb.broker.PBFactoryException: Borrow broker from pool failed, using PBKey org.apache.ojb.broker.PBKey: jcdAlias=enWorkflowDataSource, user=null, password=..."

In the legacy world, applications like JEMS and the Payment Request System were completely separate applications from the actual financial system on the mainframe. KFS is different in that we are processing our transactions in the live production system. As a result, occasionally you may be trying to make a transaction using an item (e.g., an account, vendor, etc.) that someone else is also working on, thereby "locking" that item. When this happens, you will not be able to save or submit your e-doc, but you can resolve the situation by doing the following:

The Disbursement Voucher uses address information maintained in Workday and PeopleSoft as the address for reimbursements to faculty and staff members, alumni, and students. The home address is used for faculty, staff members and alumni. Any address information is updated by the employee through Workday.

The address used for students is the best address we have on file in PeopleSoft. Any address is updated by the student using Student Center, a self-service application.

If the payment is taxable, the individual must be set up as a vendor. Prizes, awards, and stipends require vendor setup, even if the individual is a Cornell student.

Currently, there are two payee types - "Vendor" or "Employees Students Alumni" - and the payee type must be valid with the Payment Reason you selected. For example, if you selected Payment Reason O - Honoraria and put an employee's last name in Person Last Name, the name would be returned in the search results, but there would be no "return value" option.

Currently, there are two payee types: "Vendor" or "Employees Students Alumni." This message is telling you which type of payee you can use with the Payment Reason you selected.

It's an unfortunate coincidence. What we used to call a Payment Request is actually a Disbursement Voucher (DV). The DV is available in the Financial Processing e-docs section on the KFS Main Menu tab. In KFS, the payment request function is actually the invoice payment that follows a purchase order, and only staff in the central Accounts Payable office can access this.

An Internal Billing (IB) e-doc records the sales of goods or services between units. The billing of these costs would typically include some overhead costs. This document is restricted to internal object codes to allow the university to eliminate internal entries from our financial report.

A Distribution of Income or Expense (DI) e-doc is used when you are sharing costs.

If you get an error message stating that your document does not balance, you can determine where the error exists by viewing the debits and credits you entered in the e-doc. Take the following steps to review your entries: