General Ledger Processing Forms:
- Create/ change unrestricted or restricted accounts: Chart of accounts processing — Form C This form now has an electronic version – the Kuali Chart of Accounts Workflow. Please contact your SBO if you do not already have access to KEW COA.
- Create/ change agency accounts: Agency Account Processing – This form now has an electronic version – the Kuali Chart of Accounts Workflow. Please contact your SBO if you do not already have access to KEW COA.
- Create/ change sponsored research accounts: Sponsored Projects Accounting
- Freeze/ unfreeze accounts: Freezing Accounts — Form D
- Create/ change object codes: Object codes processing — Form F
- Create/ change program codes: Program code processing — Form G PDF
SYSTEM ACCESS FORMS
Templates to use with Kuali Access requests
For changes to organization manager, fiscal officer, account manager, or account supervisor, please submit a Kuali Chart of Accounts Change request workflow document for the individual accounts to be updated.
If you are submitting changes to multiple accounts at once, you can use the following templates to develop a list of accounts to be changed. Please attach your lists to a Kuali User Access Request document.
Organization Manager Change template
Fiscal Officer Change template Includes account supervisor and account manager
Kuali System Access
For Kuali User Access – Log in to Kuali and go to Workflow Menu. Select the User Access Request Document – click on the ? for the user guide on using the document. For assistance contact your business office. More information: How to complete a Kuali user access request edoc