Why are the standard reports in Word format and not Excel format?

This is just a sample of the way this data might be presented. You could choose a different format to make this information available in.

If a document has been disapproved can I edit it and send it back through the system for approval?

The original disapproved document cannot be edited. However, it can be copied. Open the document through Document Search or from your Action List and click "Copy." This will generate a document that is identical to the disapproved document except that it will have a new document number assigned and will reference the original document number from which is was copied. Then you can make your changes on this copy and re-submit it for approval.

Does routing to multiple Fiscal Officers happen in parallel?

Yes. If a document involves accounts belonging to more than one Fiscal Officer it will route to all of those users at the same time.

When using the import accounting lines feature, how do you differentiate debit rows from credit rows in your source file?

On most KFS financial documents the determination of whether an accounting line debits or credits is made by the object code of that particular line in conjunction with the side of the document ("From" or "To") on which it appears. So normally you will not be able to specify whether a particular row in your source file is a debit or a credit. Instead you will need to import it into the proper side of the document bearing in mind that document's particular function. The exceptions to this are the Journal Voucher and Auxiliary Voucher documents, where it is possible to import debit and credit values directly from the import file. For more information on different possible formats for import files click the "Help" icon that appears in KFS when you click the "Import Lines" button.

When import accounting lines, if your source file has multiple rows will it import them correctly as multiple accounting lines?

Each row in the source file will be added as an individual accounting line. There is no limit on how many accounting lines can be added using the import feature.

Can you have multiple accounting lines on a financial document?

Is there a limit to how many accounting lines you can have? You can have multiple accounting lines on any financial document. There is no system-imposed limit on how many lines you can add on a document.

What document formats are allowed for attachments?

There is no restriction on formats but documents cannot be larger than 5 MB. This is insitutionally determined - for Kuali Test Drive and KFS Development we agreed on 5 MB.