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This document outlines the temporary process for creating new CG accounts after the extraction of FMIS accounts for conversion to KFS, detailing submission requirements and procedural steps.
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How to fill out Kuali Financial System Post Freeze Account Creation Process

01
Log in to the Kuali Financial System using your credentials.
02
Navigate to the 'Account Management' section.
03
Select the 'Post Freeze Account Creation' option.
04
Fill in the required fields, including account type, funding source, and description.
05
Attach any necessary documentation or approvals required for the account creation.
06
Review the information entered for accuracy.
07
Submit the request for review.
08
Monitor the status of the account creation request for any updates or additional requirements.

Who needs Kuali Financial System Post Freeze Account Creation Process?

01
Departments within the institution that require new accounts for funding.
02
Financial administrators and accountants managing budgets.
03
Personnel involved in procurement and grant management.
04
Faculty or staff members initiating new projects that need financial tracking.
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The Kuali Financial System Post Freeze Account Creation Process is a procedure that allows authorized individuals or departments to create new accounts within the Kuali Financial System after a system freeze has occurred, ensuring proper financial tracking and compliance.
Individuals or departments that require new account creation due to new funding, grants, or program requirements are required to file the Kuali Financial System Post Freeze Account Creation Process.
To fill out the Kuali Financial System Post Freeze Account Creation Process, users should complete the designated form by providing necessary account details, including the account type, funding source, and responsible department or individual, and submit it to the appropriate approval authority.
The purpose of the Kuali Financial System Post Freeze Account Creation Process is to maintain accurate financial records and ensure that new accounts are established in accordance with institutional policies and regulations, even after a freeze period.
The information that must be reported includes the account name, account number, fund type, responsible department, purpose of the account, and any relevant financial details such as budget amounts and funding sources.
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