Program for the 2020 PDI

Monday, January 13th

10:00 AM

Session Title:
Accounting and Kuali for Non-Accountants
Presenters:
Summer Leaming
Category:
Campus Accounting Processes
Date:
Monday, January 13th 2020
Start Time:
10:00 AM
Session Length:
50 minutes
Room:
LSC 312
Description:
This PDI session aims to provide important fundamentals of accounting as well as understanding the use of debits and credits, recording financial transactions accurately, and principles of accounting under general accepted accounting principles (GAAP). As Kuali Financial System (KFS) is CSU’s system of record, this session will also provide an overview of Kuali tailored to the non-accountant user. Discussion will include screen layout, document searches, responsibility roles in the system, and items to consider when approving documents. 
Goals and Target Audience:
This class is designed for those who access Kuali and refer to basic accounting information infrequently.

Tuesday, January 14th

10:00 AM

Session Title:
Accrual Accounting
Presenters:
Summer Leaming
Category:
Campus Accounting Processes
Date:
Tuesday, January 14th 2020
Start Time:
10:00 AM
Session Length:
50 minutes
Room:
LSC 312
Description:
CSU follows accrual accounting, which means, we recognize revenue when earned and expenses when received. This training will go over what accrual accounting means for the departments, how to ensure items are recorded in the correct fiscal year, and how to review accounts to ensure accruals are reversing timely.
Goals and Target Audience:
Kuali Financial System users who create, approve, and review Kuali transactions.