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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:
  • KFS Helpful Tool: Current Account Balance – Quick view of account status Current Account Balance Link in KFS and Available Balance Field KFS Available Balance Example

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.

General References

 
Category: Award Management    Subcategories: none

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