- Allowability and Appropriateness
- Disbursements / Vendor Payments
- Document Retrieval and Retention
- Non-Travel Reimbursements
- Payment Status / Posting of Accounting Entries
- Petty Cash Funds
- Tax Reporting and Withholding
- Travel Information
Please refer to the Policy Library for complete information on records retention.
Kuali Financial Systems (KFS) was implemented on 7/1/2013. The initiator of a KFS document is responsible for attaching an electronic version of the original invoice or other documentation before the document is routed. The originals of the attachments to KFS documents must be kept in the originating department for one year. The Controller's Department is responsible for retaining the KFS document and attachments to the KFS document for ten years. Originating departments are discouraged from printing paper copies of KFS documents.
Click here to access the document retention schedule for documents that are not part of Kuali Financial Systems (KFS).
If you have questions, please call Bill Cahill at 294-5124.
This page was last updated on August 16, 2016.