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Kuali@USC
Division of Financial and Business Services

Webcast Archives:

   Topics
03/27/2013 Updates
    •    Supplier Portal for USC eMarket and Disbursement Vouchers
    •    Financial aid account award approval project releasing soon
    •    DVQE training video now available on demand
    •    KFS Community Forum announced for April 16th & 18th

See PowerPoint pdf from 3/27/2012 Project Update

02/28/2013 General Financial System Update
   •    Integrated rollout schedule of upcoming administrative system releases
   •    General Ledger
   •    Business Intelligence
   •    Capital Asset Management
   •    USC eMarket / Disbursement Vouchers
 
See pdf PowerPoint from 2/28/2013 project update
01/30/2013 Disbursement Voucher update
   •    Additional extension on the deadline for submitting check requests through WebBA.
   •    Roll-out of entire university expected to be completed by end of January.
 
Update on ASR and other reports
   •    Access to ASRs has officially been granted to most financial users.
   •    Learn how to see if you have access to the Cognos ASR, and if not how to request it.
 
Update on remaining financial system modules for future implementation
   •    Post-award module for research administration going live soon.
   •    Internal Billing on the horizon.
   •    Budget Change module.

See pdf Powerpoint from 01/30/2013 project update

11/28/2012 Disbursement Vouchers are now available through Kuali
   •    New in-person training courses have been added to the training calendar. 
   •    Extension on deadline for submitting check requests through WebBA.

Account Status Report Update
   •    Planned strategy for granting access to the Cognos reporting system for USC staff.

Total Access for Research Administration (TARA) Update
   •    Post-award module for TARA going live in January 2013

See pdf Powerpoint from 11/28/2012 project update

09/26/2012 USC’s Purchasing eMarket Roll-out Update
   •    Current pace of Roll-out waves – last departments to come on-line the week of Oct 22nd.
   •    How to request changes to USC staff and faculty eMarket roles.

KFS Tips
   •    How to lookup up someone’s current access in the Kuali Financial System before requesting access changes.

General Update
   •    Future Additions coming to the Kuali Financial System.
   •    Capital Asset Management System
   •    Budget Changes
   •    Disbursement Vouchers
   •    A more robust Chart of Accounts

See pdf Powerpoint from 09/26/2012 project update

08/29/2012 Kuali User Access Form Walkthrough and Demonstration

Requesting Access additions, deletions, or modifications for Financial Modules
   •    Journal Vouchers, Cashiering, Procurement Card Reallocation and Approvals
   •    USC eMarket Roles (Purchasing – Accounts Payable)

Account Level Access
   •    Requesting Financial Inquiries Access

General Update
   •    Kuali User Contest Winners

See pdf Powerpoint from 08/29/2012 project update

06/27/2012 Purchasing – Accounts Payable eMarket Update

Planned roll-out schedule will be available at department level
    •    Explanation of roll-out procedure to be expected by departments
    •    Results from the Spring Kuali User Survey

General Updates
    •    Known fix for bug with attaching PDF files with Firefox browser
    •    Kuali Contests to be announced in July

See pdf Powerpoint from 06/27/2012 project update

05/30/2012 Purchasing – Accounts Payable, eMarket Update
    •    Roll-Out Schedule (not department specific at this point)
    •    Where to find information on how the eMarket works

Financial Enquiries in Kuali Now Available
    •    Where to sign-up for training

New Financial Transaction Modules Coming Soon
    •    Budget Change
    •    Salary Expense Transfer

See pdf PowerPoint from 05/30/2012 project update

04/25/2012 -Interim internal requisition process
-Purchasing Accounts Payable / USC eMarket update: Setting up user roles for new system
-Meet the Kuali training team
-New system downtime procedure for notifying users
 See pdf PowerPoint from 04/25/2012 project update
03/28/2012
-Purchasing Accounts Payable
-Internal Requisitions
-Equipment Inventory
-Training
-see a video recording from 03/22/2012...
02/29/2012 -Capital Assets Managemnt System
-Purchasing - Accounts Payable
-Inquiries and Reports
See pdf powerpoint from 02/29/2012 project update...
01/25/2012
– Financial Data Inquiries (roll-out has begun)
– Future Financial Module: Internal Billing
– Customer Support: Updates and User Guides 
See pdf powerpoint from 01/25/2012 project update...
10/26/2011
– Update on implementation of KFS Purchasing Accounts Payable module
– Update on KFS Business Intelligence and Inquiries, and roll out dates
– Link to full results from August 2011 Financial Systems Survey
See pdf powerpoint from 10/26/11 project update...
09/28/2011
- Month-end freezes on Kuali financial transactions
- Upcoming changes to Kuali emails and usernames
- Further update on inquiries roll out
- Kuali User Survey Results
See pdf of powerpoint from 09/28/2011 project update...
08/31/2011 - Procurement Card Statement Overdue Notices
- Financial Inquiries Roll Out Update
- Kuali System Access Requests
- Kuali Course Scheduling Update
See pdf of powerpoint from 08/31/2011 project update...
07/27/2011 - Kuali Basics User Guide
- Kuali Financial System (KFS) Customer Support
- Kuali-Notification@usc.edu ("Action List" reminder emails)
- Projects Entering Pilot Phase
See pdf of powerpoint from 07/27/2011 update...
06/29/2011 - Fiscal Year-End Process
- Reports and Inquiries
- Purchasing Accounts Payable Update
See pdf of powerpoint from 06/29/2011 project update...
05/24/2011 - New Projects approved by USC Board of Trustees
--- Kuali Coeus (Research Administration Software)
--- Trojan Time (to replace OTIS timekeeping and attendance system)
- Account Level Security in Kuali
- General Updates
See pdf of powerpoint slides from 05/24/2011 project update...
04/27/2011 - WEBBA and WEBFS system users fiscal year-end closing procedures
- General Ledger Conversion
- General Updates
- Financial System Survey Results
See pdf of powerpoint slides from 04/27/2011 project update...
02/23/2011 - Discussion on the benefits (and costs) that the Kuali Project brings to USC
- A tour of the Kuali @USC website including where to find resources available to the USC community
See pdf of powerpoint slides from 02/23/2011 project update...
01/26/2011 - Reporting tools (IBM Cognos has been selected)
- P-Card (now includes 'pre-audit' review, optional proxy roll, and notes)
- Fiscal year transition (behind the scenes)
- Kuali Cashiering has completely replaced the old 'G-receipt'
- JV rollout continues; GL/Chart to be completed in 2011; PURAP by 2012
See pdf of powerpoint slides from 01/26/2011 project update...
12/08/2010 - Review of Kuali Projects
- P-Card Project update
- Intro to Kuali Mobile App (ie: routing approvals on smart phones)
See pdf of powerpoint slides from 12/08/2010 project update...
10/27/2010 - Journal Vouchers (JVs)
- Kuali Systems Merge
- Kuali Intro Sessions
See pdf of powerpoint slides from 10/27/2010 project update...
09/30/2010 - Kuali P-Card departmental release schedule
---- Find out when your department will begin approving P-Card expenses through Kuali
- Selection of vendor finalists for (BI) business intelligence solution
- Results from the Kuali Survey sent out last month to the USC community
- Logging into Kuali
See pdf of powerpoint slides from 9/30/2010 project update...
08/26/2010 - Journal Voucher and Procurement Card Kuali Pilot Phases
- Benefits of the Kuali workflow applications
- A discussion on the reporting needs of USC departments
See pdf of powerpoint slides from 8/26/2010 project update...
07/30/2010 - updates on JV and P-card projects 
- workflow status updates (Gift Processing & Registrar Office’s Special Topics Request)
- discussion/update of vendor selection for USC's data storage, retrieval, and reporting needs
- options for delegating Kuali roles when assigned employees are not available
See pdf of powerpoint slides from 7/30/2010 project update...
06/29/2010 - visual presentation of KFS projects rolling out over the next few months
- look at Kuali Advisory Groups projects
- how user engagement is implemented to shape Kuali applications
See slides from 6/29/2010 project update...
05/21/2010 - about Kuali
- planned implementation of Kuali at USC
See slides from the 5/21 Kuali Basics presentations