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.

This hands-on class is designed for transaction specialists who need to review, monitor, and report on transactional activity in their accounts. Learn how to use the financials dashboards to find transactions posted to your accounts, including the use of page selectors to request data specific to your needs; changing column and sort order; sub-totaling; hiding columns to redesign dashboard report format; and saving customized reports for future use. It is also designed for account representatives and finance specialists who need to manage budget and financial activity in their accounts. Learn how to use the financial dashboards to find funds available, balances for accounts in your organization, and compare financial activity against budgeted allocations. Answer questions such as, Do I have enough money in my account to make this purchase? How can I find if any of my accounts are in overdraft status? How can I monitor asset and liability balances? Where can I find information on remaining PO encumbrance balances? We will also cover changing the sort order in reports, moving report columns to change the display, and adding sub-totals to existing reports.

Instructors

Jeff Skinner, Financial Information Services (FIS), and Steve Jackson, Organizational Workforce Development (OWD)

Planned Class Dates

This class will take place via Zoom, from 9:00 a.m. – 12:00 p.m., on the following dates:

• KFSIDR1050-BLD-2017.09.28: Thursday, 9/28/2017
• KFSIDR1050-BLD-2017.11.29: Wednesday, 11/29/2017
• KFSIDR1050-BLD-2018.02.01: Thursday, 2/1/2018
• KFSIDR1050-BLD-2018.04.17: Tuesday, 4/17/2018
• KFSIDR1050-BLD-2018.06.14: Thursday, 6/14/2018

Fee

No fee.

Register through CULearn

• Go to the course page in CULearn. (Log in with your NetID and password is required.)
• Choose the class time that fits your schedule and click Enroll.