Click to review the below other materials related to financial processing documents:

Reference Document: Summary of Transfer Object Codes Document

Download the above document for a list of transfer object codes. The transfer object codes listed in the above document will appear on the income statement. This document includes information about these object codes as well as examples of usage at IU.

Template: Transfer of Funds (TF) Import Template

Download this template to import data related to a TF document into KFS.

Template: Year-End Transfer of Funds (YETF) Import Template

Download this template to import data related to a YETF document into KFS.

Template: Distribution of Income/Expense (DI) Import Template

Download this template to import data related to a DI document into KFS.

Template: Year-End Distribution of Income/Expense (YEDI) Import Template

Download this template to import data related to a YEDI document into KFS.

Template: General Accounting Adjustment (GEC) Import Template

Download this template to import data related to a GEC document into KFS.

Template: Year-End General Accounting Adjustment (YEGEC) Import Template

Download this template to import data related to a YEGEC document into KFS.

Template: Internal Billing (IB) Import Template

Download this template to import data related to an IB document into KFS.

Reference Document: Service Billing (SB) Requirements and Agreements

Download the above document for detailed information about the service billing document. This document summarizes when to use this document, restrictions associated with this document, and how to gain access or modify access to the SB document in KFS.

Template: Service Billing (SB) Import Template

Download this template to import data related to an SB document into KFS.

Instructions: Auxiliary Voucher (AV) Instructions

Download the above document for detailed information about the auxiliary voucher document. This document summarizes when to use this document, the types of AV documents in KFS, and the process of editing and submitting an AV document in KFS.

Template: Auxiliary Voucher (AV) Import Template

Download this template to import data related to an AV document into KFS.