Program for the 2022 PDI

Kris King,Hayley Barnes

Campus Accounting Processes

Monday, January 10^th 2022

2:00 PM

90 minutes

LSC 312

This PDI session aims to provide information that is important for people who are responsible for performing accounting functions related to the many Special Course Fee (SCF) accounts at CSU. We will discuss: the SCF New/Change/Cancel Request Form and how to complete it, the Types of Fees, the SCF Annual Review and proper completion, student refunds, and SCF Resources. The facilitators will walk through the completion of an SCF Annual Review that has multiple Types of Fees and includes refunds.

GOALS: To increase knowledge of: Special Course Fee accounts, Types of Fees, proper completion of the SCF Request Form and the SCF Annual Review form, and improve the overall accounting for these fees. TARGETED AUDIENCE: This PDI session is designed for those who have any level of responsibility in accounting for Special Course Fee accounts.

Kris King,Hayley Barnes

Campus Accounting Processes

Wednesday, January 12^th 2022

1:00 PM

80 minutes

LSC 312

This PDI session aims to provide important fundamentals of accounting as well as understanding the use of debits and credits, recording financial transactions accurately, and principles of accounting under Generally Accepted Accounting Principles (GAAP). This session will also provide an overview of Kuali Financial System (KFS) tailored to the non-accountant user. Discussion will include screen layout, document searches, responsibility roles in the system, and items to consider when approving documents.

This class is designed for those who access Kuali Financial System (KFS) and refer to basic accounting information infrequently.