Document Overview Tab

The Document Overview tab identifies the document and includes fours fields—Description, Explanation, Total Amount, and Org. Doc #.


The Description field is a required field on every e-doc because it is used to identify the financial transaction and is included in the GL inquiry, standard reports, action list, and document search.

The Explanation and Org Doc# fields allow you to include additional information about the document. The Total Amount field is updated when the document is submitted successfully.


Document Overview tab definition





Required. Enter the short description for the document. The description appears in the GLGL Inquiry, standard reports, action list and document search a primary identification of the document.


Optional. Enter a more detailed explanation than the information supplied in the description field.

Total Amount

Display-only. Displays the total amount of accounting lines when the document is submitted successfully.

Org Doc #


Optional. Enter the value that may include departmental or organizational information. This number is not the same as the Document Number assigned by the KFS.

pencil-small     Other data fields may be available in the document overview of specific documents.


Accounting Lines Tab