Other Related Materials
Click to review the below other material related to allocating costs to internal and external activities:
Reference Document: Salary and Wage Rate Allocation Examples
Click the above link to download an Excel document that shows an example of a single pooled salary and wage rate and an example of a tiered pooled rate.
Reference Document: Unallowable Expenses
Reference Document: Salary Expense Transfer (ST) Document
Click the above link to navigate directly to the salary expense transfer (ST) document within the Kuali Financials System (KFS). This document is used to move salaries and benefit charges for a given employee for a particular accounting period (or set of periods) from one or more accounts to one or more other accounts.
Template: Distribution of Income/Expense (DI) Import Template
Download this template to import data related to a DI document into KFS.