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Division of Financial Services
Financial Information Services
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      • Set Up and Manage Accounts
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        • Advance Deposit (AD)
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  • forms
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In this section

  • KFS
    • Set Up and Manage Accounts
    • Balance Inquiries
    • Finding Account Documentation in KFS
    • Financial Processing e-doc Attachment Guidelines
    • Accounts Payable e-docs
    • Capital Assets e-docs
    • Financial Processing e-docs
      • Advance Deposit (AD)
      • Distribution of Income and Expense (DI)
      • Disbursement Voucher (DV)
        • Disbursement Voucher Payees
        • DV Payment Reason Codes
        • Standard Operating Procedure
      • General Ledger Transfer (GLT)
      • Internal Billing (IB)
      • Procurement Card Document (PCDO)
      • Pre-Encumbrance (PE)
      • Transfer of Funds (TF)
    • Labor Distribution e-docs
    • Purchasing e-docs
      • e-SHOP
      • Purchase Order (PO)
      • Purchase Order Amendment (POA)
      • Line-Item Receiving (RCVL)
      • Requisition (REQS)
      • Vendor (PVEN)
  • KDW/Reporting
    • Dashboard Guides and Tutorials
    • Answers Overview
  • FAQ
  • Glossary
  • Acronyms

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)
  • Using the Financial Reference Guide Dashboard (PDF)

Dashboard Tutorials

  • Chapter 1: Getting Started and Basic Navigation (PDF)
  • Chapter 2: Using Page Selectors to Filter Results (PDF)
  • Chapter 3: Using Dashboard Help (PDF)
  • Chapter 4: Using Filters and the Multi-Select Search Function (PDF)
  • Chapter 5: View Selectors within Page Selections (PDF)
  • Chapter 6: Navigating to Linked Views (PDF)
  • Chapter 7: Drilling to Detail from Summary Views (PDF)
  • Chapter 8: Exporting and Printing (PDF)
  • Chapter 9: Column Select and Column Replace Features (PDF)
  • Chapter 10: Sorting in Tables (PDF)
  • Chapter 11: Saving Page Customizations and Page Defaults (PDF)
  • Chapter 12: Bookmarking Dashboards to Share or for Future Use (PDF)

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

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