When implementing a financial system such as the Kuali Financial System, it is important to have financial policies in place to govern transactions that post to your financial system. The attached policies have been written to be broadly applicable but to provide meaningful guidance for consideration in adopting institutional policy. Institutions are encouraged to make changes and add details to the policies to reflect their own needs, structure and operations.
Templates have been provided for:
- Internal Control
- Authorizations
- Chart of Accounts
- Cash Receipts
- Cash Disbursements
- Journal Vouchers
- Reports