Finance and Administration

  • Reminder - Creating Customers in KFS

    Before creating a new customer in KFS, departments should always confirm that the customer does not already exist.

    If the customer exists but the department needs to invoice a different address or contact person, the department should edit the customer and add an alternate address. 

    At no time should a department create a customer for an organization under the name of the contact person for that organization.

    For example:

    • The department’s contact at ABC Doctor Offices is Dr. Smith.  
    • The customer name should be “ABC Doctor Offices”, not “Dr. Smith”.
    • If Dr. Smith works at a different address than the main location, the department should edit the customer ABC Doctor Offices in KFS and add the alternate address to use when invoicing Dr. Smith. 

    For walkthroughs on finding a customer, creating a customer, and editing a customer, please watch our training videos at https://bursar.uconn.edu/ar-kfs-training-videos/. 

    You can also find a link to the most up-to-date copy of the KFS Cash and AR Procedure Guide on that webpage for instructions in PDF format.

    For more information, contact: Accounts Receivable at accountsreceivable@uconn.edu