This chapter outlines relevant standards, policies, and provides resources for billing procedures for recharge and service centers within Indiana University when internal revenue is projected to be under $100,000.

This part of the book details how these centers comply with regulations while providing goods or services to other departments. In particular, this section provides guidance on proper billing within KFS, detailing the necessary documents for processing transactions involving goods or services between university accounts that do not exceed the $100,000 annual revenue threshold. It includes general information, requirements, and best practices when submitting and approving the Distribution of Income and Expense, General Accounting Adjustment, Transfer of Funds, and Salary Transfer document.

POLICIES

Review the below policies related to internal recharge activity for accounts under $100,000 in internal revenue:

• FIN-ACC-400: Recharge and Service Center Activity
• FIN-TRE-120: Processing Revenue

STANDARDS

Review the below standard related to internal recharge activity for accounts under $100,000 in internal revenue:

• UCO-RSC-2.00: Internal Recharge Activity for Accounts under $100,000 in Internal Revenue

CHECKLISTS

There are no checklists related to this portion of the book at this time. Please check back in the future!

TRAINING MATERIALS

Review the below training materials related to internal recharge activity for accounts under $100,000 in internal revenue:

• Getting Started in KFS
• Common KFS Documents
• Best Practices for Managing Effort

OTHER RELATED MATERIALS

Review the below other materials related to internal recharge activity for accounts under $100,000 in internal revenue:

• Reference Document: Summary of Transfer Object Codes Document
• Template: Transfer of Funds (TF) Import Template
• Template: Year-End Transfer of Funds (YETF) Import Template
• Template: Distribution of Income/Expense (DI) Import Template
• Template: Year-End Distribution of Income/Expense (YEDI) Import Template
• Template: General Accounting Adjustment (GEC) Import Template
• Template: Year-End General Accounting Adjustment (YEGEC) Import Template
• Reference Document: Object Code Dictionary
• Reference Document: Providing Goods or Services to Other IU Accounts Flow Chart

IU Financial SYSTEM REPORTS AND PROCEDURES

There are no IU financial system reports and procedures related to this portion of the book at this time. Please check back in the future!