Accounts Receivable

The Accounts Receivable (AR) module of the Kuali Financial System (KFS) is used for billing non-student receivables, creating invoices, recording payments, issuing credit memos, tracking outstanding receivables, and viewing historical data regarding customer charges and payments.

The Accounts Receivable (AR) module also includes functionality for managing invoicing activities related to Contracts & Grants. When this functionality is turned on, several additional menu options display and the Agency, Award and Customer documents have additional tabs and fields to collect information needed by Contracts & Grants Billing. These additional menu items, tabs and fields are described within the AR and CG documentation and identified as being available when Contracts & Grants Billing is turned on.

Contracts & Grants Billing provides the ability to invoice by account, award and contract control account. Invoicing methods include Cost Reimbursable, Pre-Determined Billing Schedule, Milestone and Letter of Credit Billing. Contracts & Grants Billing also provides functionality related to Collections, including the Collection Activity document, Dunning Letter generation and a Tickler Report for tracking collection activity follow-up. Contracts & Grants invoices can be created manually or via batch. Contracts & Grants Invoices are stored within regular AR and payments are applied in the same way as regular AR invoices.

go-arrow-red.gif      In order to work efficiently in the system's AR screens, you need to understand the basics of the KFS user interface. For information and instructions on logging on and off, navigating, understanding the components of screens, and performing basic operations in the screens, see Overview.


Batch Processes

Accessing AR Functions

AR Standard Documents

AR Custom Document Searches

Administrative Transactions

Standard AR Reports

Customer and Attribute Maintenance Documents

AR System Administration Functions