This page contains a growing list of recommended and required trainings for common roles and responsibilities in IU Financial Systems.
Click on a topic to expand the menu and review requirements.
Invoice Biller Role
The invoice Biller role in the KFS AR Module is needed to create customer invoices to send to external customers to bill them for goods or services provided by an IU department. This role is also needed by approvers of credit memo and invoice write-off documents in the KFS AR Module.
Recommended training:
- Getting Started in KFS: Introduces participants to the basics of IU’s accounting structure, as well as IU’s financial system, the Kuali Financial System (KFS). The skills conveyed in this course are integral to being a successful invoice creator.
Click here to enroll in the Canvas course.
Requirements:
- KFS System User Role: Invoice Billers and correction document approvers must have the KFS System User Role which is requested on their behalf by the Fiscal Officer. More information about this process is available on the System User Role documentation page.
- Revenue Processing Training: Invoice Billers and approvers must complete Revenue Processing Training, facilitated by the Office of the Treasurer, before KFS AR Module access is granted.
Click here to learn more and enroll.
Invoice Viewer Role
The Invoice Viewer role in the KFS AR Module is needed to review the status of customer invoices sent to customers as part of the IU department’s follow-up and reconciliation process.
Recommended training:
- Getting Started in KFS: Introduces participants to the basics of IU’s accounting structure, as well as IU’s financial system, the Kuali Financial System (KFS). The skills conveyed in this course are integral to successfully reviewing and following-up on outstanding invoices.
Click here to enroll in the Canvas course.
Requirements:
- KFS System User Role: Invoice Viewers must have the KFS System User Role which is requested on their behalf by the Fiscal Officer. More information about this process is available on the System User Role documentation page.
- KFS AR Viewer Access Questionnaire: This request form is only available to Fiscal Officers and is used to request the Invoice Viewer role.
Click here to access the questionnaire.
Training requirements for Department Payroll Processors, Campus-Level Payroll Processors, and Fiscal Approvers are available on the Office of the University Controller's website.