Financial Reporting

In general, CGA prepares and submits financial reports and/or invoices for all restricted (RC ) accounts and some unrestricted (RG) accounts. Frequency of submission will vary and is based on the terms of each agreement or sponsor request. CGA will always contact you before submitting a final financial report or invoice, and may contact you with questions regarding the preparation of interim financial reports.  

The CGA group that will be responsible for the financial administration of your award is dependent on whether sponsor funds will be received by submitting invoices or if funding must be drawn from a payment system, also known as letter of credit (LOC).

Helpful resources for the financial administration of your award, including descriptions of reports available for use:

Business Intelligence (BI) Resources

Information on finding reports in Business Intelligence (BI) along with CGA recommended reports

Kuali Financial System (KFS) Resources

Available training for KFS can be located at:

• "Introduction to KFS Financial System" (PDF)
• Accounting in EBS course through Human Resources – sign up through EBS Training Opportunities
• Other training materials can be found on the EBS website

KFS Helpful Tool:

Current Account Balance – Quick view of account status.

AIS Doc Viewer

Doc Viewer can be used to find operating statements (ledgers) prior to January 1, 2011. AIS Doc Viewer is still a resource to be used to find detailed support for billings for AIS, Biochemistry Stores, Chemistry Stores, Research Tech Support Facility and University Services including IPF Motor Pool charges among other support documents.