Financial (Kuali)
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Adding favorites in Kuali Financial menu
This article provides a step-by-step guide on how to recreate and add Favorites to the KFS (Kuali Financial System) menu. Adding favorites can help users quickly access frequently used links. Applicable to: Fort Collins, Pueblo, Spur Affiliation: Faculty, Staff Prerequisites Access to KFS is required using your NetID. Instructions Navigate to the KFS menu and locate the flyouts on the left side. Click the heart icon next to the link you want to save as a favorite. Click Home to go back to the main page. Your favorite will now appear on the main page for quick access. Alternatively, you can use the settings cog button on the main page to manage and set up additional Favorites. Outcome After following these steps, your selected Favorites will be readily accessible on the main KFS page, streamlining your navigation and improving efficiency. Images for reference Use these images to help visualize what you can click on in Kuali.
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Set up a default shipping code in Kuali shop catalogs for KFS catalog purchase orders
This article guides KFS users on how to create a default shipping code in Shop Catalogs when making catalog purchase orders. CSU-P Procurement Office can assist if needed. Applicable to: Pueblo Affiliation: Faculty, Staff Prerequisites Ensure you have access to Shop Catalogs. Confirm your Pueblo Code (e.g., P312). Instructions Click the Shop Catalogs link to access the catalog purchase orders page. Click the Profile button located on the top right corner of the main Shop Catalog page. Select View my Profile. Navigate to Default User Settings. Select Default Addresses to open the default address settings. Choose Addresses For Profile from the list. Enter your Pueblo Code (e.g., P312) in the Nickname/Address Text field. Click Search to locate the address. Select the radio button next to your address. Click Save to save your default shipping code. Outcome After following these steps, your default shipping code for catalog purchase orders in Shop Catalogs will be successfully set. You will now be able to make catalog orders using this default shipping code without re-entering it each time.
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Accessing Shop Catalogs for Requisitions in Kuali
This article provides instructions for accessing shop catalogs, a necessary step before submitting new non-catalog requisitions in Kuali. Completing this step ensures that users are prepared to submit requisitions accurately. Applicable to: Ft Collins, Pueblo, Spur, CSU System Affiliation: Faculty, Staff Prerequisites Access to Kuali Financial with a NetID Ensure you have completed a requisition in the system. Familiarize yourself with the Kuali home screen interface. Instructions Log in to the Kuali system. On the home screen, locate the Jump to Shortcut option. Select the Shop Catalogs link from the shortcut options. Review the catalog items as needed to prepare for your requisition. Outcome After following these steps, you will have accessed the necessary shop catalogs. You should now be ready to submit a new non-catalog requisition.