Create an Account

Use this step-by-step guide to set up a new account.

  • Click on each step to get detailed instructions for that step.
  • Each step must be completed before beginning the next step.

Note: These instructions are not for setting up an Extramural (Contracts & Grants) accounts. Please see the separate instructions for doing so.

*KFS = Kuali Financial System

Step 1

What to do: Gather Information

What's involved: 

  1. What You Need to Know
  2. Determine Chart
  3. Choose Account Code
  4. Determine Organization
  5. Choose a Fiscal Officer
  6. About UC Information
  7. Select UC Location
  8. Find UC Account
  9. Locate UC Fund

Person Responsible: Any KFS* User

Step 2

What to do: Process an Account Document

What's Involved:

  1. Start the Account Document
  2. Complete the Document

Person Responsible: Any KFS* User

Watch the Setting Up Accounts Online Course

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