Use this step-by-step guide to set up a new account.
- Click on each step to get detailed instructions for that step.
- Each step must be completed before beginning the next step.
Note: These instructions are not for setting up an Extramural (Contracts & Grants) accounts. Please see the separate instructions for doing so.
*KFS = Kuali Financial System
Step 1
What to do: Gather Information
What's involved:
- What You Need to Know
- Determine Chart
- Choose Account Code
- Determine Organization
- Choose a Fiscal Officer
- About UC Information
- Select UC Location
- Find UC Account
- Locate UC Fund
Person Responsible: Any KFS* User
Step 2
What to do: Process an Account Document
What's Involved:
- Start the Account Document
- Complete the Document
Person Responsible: Any KFS* User
Watch the Setting Up Accounts Online Course
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