Every document has a 2-4 letter "Doc Type" acronym that falls into a hierarchy. The highest tier of organization is the broadest category a document falls into. The lowest identifies the document itself. An account delegate can be assigned to receive documents based on any level of the hierarchy.
An example document hierarchy is listed below:
KFS > KFST > FP > TF
The KFS document parent group (KFS) contains a subgroup of KFS Transactional documents (KFST), which is further broken down into Financial Processing documents (FP), which contains individual document types such as the Transfer of Funds document (TF).
Let’s look at an example.
Sarah is a delegate for all KFS Transactional documents (KFST). Steve is a delegate for all Transfer of Funds (TF) documents. Sarah will not be able to approve TF documents even though TFs belong to the KFST document group. Steve's TF delegate role overrules Sarah's KFST role.
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KFS Document Acronyms
The table below defines the various Financial Processing document acronyms in KFS. All the documents listed below ultimately report to the KFS > KFST Doc Types.
| Document Name | Acronym |
|---|---|
| Advance Deposit | AD |
| Asset Transfer | AT |
| Auxiliary Voucher | AV |
| Auxiliary Voucher – Accrual Entry | AVAE |
| Auxiliary Voucher – Adjustment | AVAD |
| Benefit Expense Transfer | BT |
| Budget Adjustment | BA |
| Cash Receipt | CR |
| Customer Credit Memo | CRM |
| Customer Invoice | INV |
| Customer Invoice Writeoff | INVW |
| Distribution of Income and Expense | DI |
| General Accounting Adjustment | GEC |
| Indirect Cost Adjustment | ICA |
| Internal Billing | IB |
| Journal Voucher | JV |
| Non-Check Disbursement | ND |
| Pre-Encumbrance | PE |
| Salary Expense Transfer | ST |
| Service Billing | SB |
| Transfer of Funds | TF |
| Year End Benefit Expense Transfer | YEBT |
| Year End Budget Adjustment | YEBA |
| Year End Distribution of Income and Expense | YEDI |
| Year End General Accounting Adjustment | YEGE |
| Year End Salary Expense Transfer | YEST |
| Year End Transfer of Funds | YETF |
BUY.IU Document Acronyms
If a delegate is not defined for a document type below, documents will route to the Fiscal Officer of the account(s) used on the BUY.IU document only. If you wish to update the approver in the Org Review workflow stop, contact your chart manager.
| Document Name | Acronym | Notes |
|---|---|---|
| Requisition | REQS | Adds delegates to the FO Approval Workflow stop. |
| Change Request | REQS | Adds delegates to the FO Approval Workflow stop. |
| Invoice | PREQ | Adds delegates to every department invoice approval workflow stop. |
Emburse Enterprise Document Acronyms
If a delegate is not defined for a document type below, documents will route to the Fiscal Officer of the account(s) used on the Emburse Enterprise document.
| Document Name | Acronym | Notes |
|---|---|---|
| PCard Reconciliation | PCCR | Must check Primary Delegate box on Account Delegate document. |
| Out-of-Pocket Reimbursement | DV | Must check Primary Delegate box on Account Delegate document. |
| All Travel-related documents, including Meeting Card Reconciliation | TV | Must check Primary Delegate box on Account Delegate document. |