Kuali Financials brings tremendous opportunity to the campus financial community.

Implementation is an evolving process with new modules and functionality being introduced periodically. Key to its success is user understanding and feedback. The guides section provides a suite of user focused instructional materials.

Here are some key features to Kuali Financials:

  • It is a web based application, accessible from any device that has internet access.  Security and a sign in process are in place.
  • A document initiated by a user starts a transaction.
  • The document routes through workflow, a predetermined path based on account number, transaction type and amount.
  • Each individual on the workflow path has an opportunity to review the transaction, add comments, route it to additional individuals, approve the transaction or stop it from progressing

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