Community News - October 2011

Join Us for Kuali Days 2011

Kuali Days 2011 will be November 14-16, 2011 at the beautiful JW Marriott in Indianapolis. The program is available online. Each year, we have more content to share, and this year during each break-out session period there are 10 concurrent sessions. So, your school may want to send some additional attendees to ensure that you are able to cover all the sessions.

This year, we are using technology that will allow you to filter the online program by track, by type of session, and by level. In addition, you can download to your personal calendar. We hope this helps organize and manage your experience.

This year, we have two very special keynote speakers who have recently led substantial Kuali implementations at their institutions: Dr. Michael A. McRobbie, President of Indiana University, and Joanne DeStefano, Vice President and Chief Financial Officer at Cornell University.

Save dollars on registration fees by registering before October 5. Hotel reservation cut-off date is October 14.

Questions? Please write to Also, please join us on Twitter - at #kd2011

We look forward to seeing you in Indianapolis in November!

A New Era Begins - Cornell and KFS

Cheers and confetti helped celebrate Cornell's launch of the Kuali Financial System (KFS) in a ceremony, July 1 in the East Hill Office Building, Ithaca, New York. Leslie Planck, an account representative from the College of Veterinary Medicine Accounting Service Center, submitted the first e-doc (electronic document) of fiscal year 2012 before the system was released campus wide.

Cornell reached this point after two successful dress rehearsals that included full integration testing, data conversion and data validation. The KFS Modules released included General Ledger, Chart of Accounts, Financial Processing, Labor and Distribution, Contract and Grants, and Purchasing/Accounts Payable. Cornell is live with KFS 3.1 and Rice 1.03.

Over 5 years of planning and work have gone into this launch. There is still a great deal of work to be done, but this is a very proud moment for Cornell University!

Special congratulations to Kim Yeoh, Implementation Project Director, and Andy Slusar, Implementation Manager, Cornell University.

"We did it! We have the best financial system ever. I want to thank every person here for your blood, sweat and tears," said Joanne DeStefano, Vice President for Finance and Chief Financial Officer, who opened the ceremony.

"The fruits of our labor are just beginning, and we are really going to see the potential of this system over the next 20 years."

Project details are at Cornell University joins 8 other Kuali Member Schools who are now live with KFS. For the full article, go to:

Kuali Coeus Live at Indiana

The Indiana University Office of Research Administration is proud to announce the implementation of Kuali Coeus 3.0.1, a comprehensive grant administration system to better assist faculty researchers at every stage of the grant-making process. Kuali Coeus went into production July 23, 2011 in Bloomington and on the regional campuses.

Indiana University is the first Kuali Coeus partner school to implement the proposal and budget development modules with system-to-system functionality. Additionally, Indiana University is the first school to offer Kuali Coeus system functionality to faculty and department staff, in addition to research administration personnel; thus creating a common portal for proposal development, routing, and submission.

Steve A. Martin, Associate Vice President Office of Research Administration said, "This initial implementation marks a significant milestone in our efforts to position Indiana University to compete for grant funding and manage related administrative matters efficiently and effectively."

IU Vice President for Research Jorge Jose said, "We see this new system as a game-changer not only for Indiana University, but also for the network of elite research institutions already committed to using a system modeled from MIT's highly-regarded Coeus application.

Read more: kuali-coeus-goes-live-at-indiana

IU Mobile Goes Open Source

Following close on the June 2011 launch of a consortium-supported open source platform for campus mobility, Indiana University has replaced the software it uses to deliver information services to mobile devices. Version 2.0 of IU Mobile has been built using Kuali Mobility Enterprise, software created by a consortium of universities and companies. To see more: Campus Technology Article

KFS and KC Integration - New Features Now Available

Kuali Financial System and Kuali Coeus are now fully compatible. KC 3.1.1, KFS 4.1.1 and Rice all released on Sept 9, 2011. A special thanks to the many people who participated in this KC/KFS integration. The QA and Testing on KFS/KC functional integration were integral to the success of this effort! This is a significant milestone in our road to Kuali-Coeus functional equivalency.

KC 3.1.1 contains the new integration features with KFS including Account Inquiry, Account Creation, Budget Adjustment, Effort Certification, and CFDA Number integration. All Project Teams are very pleased with the results as is our Kuali members and partners. It was truly a team effort across projects, with many dedicated individuals from both functional and technical teams. The teams are already in high gear working toward the next major releases - KC 4.0, KFS 5.0 and Rice 2.0!

USC Now Using Mobile App KFS 2.0

On September 12th, USC deployed the latest version of the mobile KFS application in production. The KFS mobile app 2.0 is powered by VivanTech, a Kuali Commercial Affiliate and a member of KMobility.The app is designed for current Kuali Financial System users and has many "on the go" benefits, as well as customization options to fit each university's needs.

The KFS mobile app boasts many features including Action Item Notifications, and VivanTech Secure Authentication Proxy (V-SAP) integration.

USC's office of the comptroller can now use the KFS mobile app for several financial transactions including general journal vouchers, chart of account changes, procurement card items, and more.

One of the most powerful features of the application is the colorKueTM detail. It presents the action items (Approvals, Acknowledgments, and FYIs) in a color-coded and prioritized manner. It has received positive feedback from testers and has proven valuable to many who are involved in the document life cycle, including those who are color blind, due to the specific lettering in each button. Read more:

Stevens Installs Kuali Financial System

It took a little more than a year for a team of 10 employees - partnered with consultants from rSmart and the testing and functional support of many others - to get from "What is Kuali?" to Kuali for Stevens.

The Kuali Financial System, Kuali for Stevens (KFS), became the official financial record for Stevens Institute of Technology for fiscal year 2012 and beyond, and replaced the Financial Records System (FRS), which had been in place for nearly 30 years.

The modules Stevens has currently configured include: Chart of Accounts, General Ledger, Purchasing/AP, Labor Ledger, and Accounts Receivable. Budget Construction and Capital Assets are on the horizon. In addition to serving as consultants during the various stages of implementation, rSmart will continue to host the Stevens' instance of the Kuali software.

Founded in 1870, Stevens Institute of Technology, The Innovation UniversityTM, lives at the intersection of industry, academics and research. The University's students, faculty and partners leverage their collective real-world experience and culture of innovation, research and entrepreneurship to confront global challenges in engineering, science, systems and technology management.

Based in Hoboken, N.J. and with a location in Washington, D.C., Stevens offers baccalaureate, master's, certificates and doctoral degrees in engineering, the sciences and management, in addition to baccalaureate degrees in business and liberal arts. Stevens has been recognized by both the US Department of Defense and the Department of Homeland Security as a National Center of Excellence in the areas of systems engineering and port security research. Total sponsored research exceeds 29 million. The University has a total enrollment of more than 2,350 undergraduate and 3,600 graduate students with almost 450 faculty. Stevens' graduate programs have attracted international participation from China, India, Southeast Asia, Europe and Latin America as well as strategic partnerships with industry leaders, governments and other universities around the world.

For more information about how KFS has become Kuali for Stevens visit the website:

Kuali in Canada - Brock University

Brock University has initiated their journey along the Kuali road. Brock's need for a new financial system to automate business processes, provide electronic workflow and approvals, and enhance the availability of real time financial information is unmistakable.

The first phase will be a 3-4 month pilot project to validate KFS's ability to meet Brock's business needs with GL, AP and Purchasing. If the pilot is successful, the second phase may be a full implementation of core functionality to replace their existing system. This poses a number of challenges including Canadian systems for accounting, tax computations, and government regulations.

Brock University in St. Catharines, Ontario, Canada opened its doors in 1964 and has graduated over 70,000 students. In the past decade, Brock has had the second-highest enrollment growth rate of any Ontario university. Today they are home to 17,000 full-time students pursuing undergraduate, graduate and doctoral degrees. At Brock, they see the importance of developing "both sides of the brain" to achieve academic excellence. Deloitte Canada and VivanTech are assisting Brock University.