1. KFS Internal Billing Wednesday – August 28, 2013 12:00 – 1:00 pm McKeldin Library

2. Welcome and Introductions Please welcome our KFS Internal Billing Team Members- Trina Tanner, General Ledger / Accounting Lead, UMCP Kathi Ruffin, Accounting Partner, Navigator Contact us at kfs@umd.edu 2

3. Objectives We have two main objectives for today: 1.Present an overview of Internal Billing in KFS a.Key Changes b.Process demonstration 2.Account Assignment a.Information we need for Go Live 3 Contact us at kfs@umd.edu

4. 4 This process will only impact those departments who currently use an ELF JV to process Billing for Internal Services. Those that are using nightly batch feeder files should be working with the KFS Integration team and will continue to feed files. Change Impact

5. What’s New for Internal Billing The KFS Internal Billing and Service Billing documents will replace the JV ELF forms that are currently used to record income from internal services. The principal difference in the forms are: – The Internal Billing document routes to the Fiscal Officer of each expense account before posting; – The Service Billing form bypasses Fiscal Officer on expense accounts. Contact us at kfs@umd.edu5 What’s New

6. Contact us at kfs@umd.edu 6 Change Impact – Internal Billing ChangeImpactBenefit The Internal Billing document will replace the ELF JV (Compound or Other than Compound) form that is currently used to record income from internal services rendered. Departments must be aware that the Internal Billing document routes to the Fiscal Officer of each expense account for approval and requires a final approval in the Comptroller's Office. New Items tab for tracking services rendered Additional Approvals - Fiscal Officers will be required to approve. Users can see detail on items received. Items tab may provide detailed itemization of services rendered Process: Internal Billing These are some key changes that will impact you …

7. Contact us at kfs@umd.edu 7 Change Impact – Service Billing ChangeImpactBenefit The Service Billing document will replace the JV ELF form that is currently used to record income from internal services rendered. Unlike the Internal Billing document, the Service Billing document does not route to the Fiscal Officer of each expense account for approval - it does route to the Comptroller's Office for approval. Departments should be aware that to use the Service Billing Document, they must request access through GAO and provide the contact information of the person(s) that will initiate the form, as well as the Account(s) where the Income is recorded. New Items tab for tracking services rendered. Must request access to the form. Users can see detail on items received. Items tab may provide detailed itemization of services rendered Process: Service Billing These are some key changes that will impact you …

8. Contact us at kfs@umd.edu8 Internal Billing Demo

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14. KFS Internal Billing Task – Account Assignment

15. Contact us at kfs@umd.edu15 Please ensure that we have the following information regarding your internal billing unit: Campus Name and number Name, email address, extension, directory ID of your department staff responsible for processing these forms Department name Brief description of services provided and/or goods sold Account #s where income is collected Assignment for use of Service Billing Document

16. Contact us at kfs@umd.edu16 The contact person(s) provided will be contacted by the KFS team to ensure that they: select the billing form that best suits the needs of the unit, are set-up with proper permissions, and are given appropriate training. What’s Next?

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18. July 17 th, 2013 – KFS Reporting July 31st, 2013 – KFS Reporting August 14 th, 2013 – KFS – What about Training? – August 28th, 2013 – KFS Internal Billing – September 4 th, 2013 – What is KFS and why are we doing it now? - https://www1.gotomeeting.com/register/931580880 https://www1.gotomeeting.com/register/931580880 September 11 th, 2013 - KFS – What about Training? - https://www1.gotomeeting.com/register/530678536 https://www1.gotomeeting.com/register/530678536 September 18 th, 2013 - KFS Requisitions - https://www1.gotomeeting.com/register/586233192 https://www1.gotomeeting.com/register/586233192 October 2 nd, 2013 – Labor Distribution and Preparation of Salary Transfers - https://www1.gotomeeting.com/register/842612977https://www1.gotomeeting.com/register/842612977 Contact us at kfs@umd.edu Brown Bag Series Dates The Kuali Financial System (KFS) will replace FRS in 2014. If you are a current user of FRS and would like to know more about how KFS will change financial processing for the university, join us for the KFS Brown Bag Series. These informal one-hour sessions will be held every other Wednesday and will feature knowledgeable VPAF representatives talking about key features of KFS. All meetings are scheduled from 12– 1:00 pm and, if not otherwise noted, will be held in 6137 McKeldin Library* * As dates, locations and topics may change, please check the website for the latest information

19. For additional information regarding this presentation, please contact:  Trina Tanner  (301) – 405-2633  tannert@umd.edu 19 Contact us at kfs@umd.edu Contact Us  KFS  (301) – 405-3020  kfs@umd.edu