Q: Why am I getting reports?
A: Anyone listed as an account supervisor on a KFS account within CLAS will receive the auto generated reports.
Q: What if I think I should be receiving reports but am not?
A: Since the reports are generated based on who is listed as Account Supervisor, it would be best to contact your department administrator or BSC for assistance for further research.
Q: What do the red highlighted boxes mean
A: The boxes that appear in red indicate an approaching end date on an account, a past end date on an account, or an account deficit. You should contact your department administrator or BSC for assistance in clearing up these issues.
Q: Why are there still old 5/6 Ledger accounts listed on my account summary?
A: There are a few reasons for these accounts still appearing even months after the end date. Some accounts experienced a delay in closing transactions due to the migration from FRS into KFS and are still in the clean-up stages. Also, there are accounts currently in the clean-up process, but have signed forms and reporting to the sponsor finalized. For concerns, please contact your department administrator or BSC for assistance on specific accounts.
Q: What if there are no transactions in the past two weeks, will I still receive the transaction report?
A: If all the accounts for which you are the account supervisor have no transactions in the bi-weekly period, you will not receive a report. If at least one transaction occurs, you will receive a report.
Q: Why are the transaction details listed out of numerical order (object code order) on the ‘Departmental Account Transactions’ report?
A: The order in which the reports display transactions are based on the most commonly viewed transactions to least viewed. The most common concerns on transactions relate to revenue coming in and the general expense lines which will appear first. It was done this way so accounts could be reviewed efficiently, and without the necessity to view the entire report.
Q: What should I do if I don’t understand a charge?
A: If a charge looks incorrect or unfamiliar, please contact your department administrator or BSC for assistance.
Q: Why do I have two IDC allotment accounts, I thought there would be one account only now?
A: Some PI’s/department’s have two accounts that still exist: 2011 Allotment and 2012 Allotment. The 2012 Allotment account will be the one to remain open and have new allotments added to. For PI’s that previously did not have an existing IDC account, a new account will be created at the time allocations are made. The 2011 Allotment accounts with funds remaining after 12/31/2012 had the end date extended in order to allow for additional time to spend. The 2011 Allotments will eventually close and one account will be maintained.
Q: Why do I have multiple Salary Savings Accounts?
A: Some Departments and Faculty will not have these types of accounts. Historically a new account was created each fiscal year for each year’s salary savings return. Up until fiscal year 2012 (July 2011) 4- Ledger accounts (4xxxxxx) were used which had a two year expiration; from fiscal year 2012 (July 2011) forward, funds were put into a 2-Ledger account (2xxxxxx) that are not planned to expire. The 2-Ledger will be the account used going forward, and the 4-Ledger accounts will expire. If you do not currently have a 2-Ledger Salary Savings Account one will be created at the time savings is returned.