Kuali Financial Data Mart (KFDM) Enhancement
You can access data source containing information from the Concur Travel and Expense Management System as well as two standard reports. This will provide greater visibility and detail into an area’s travel, PCard and non-travel expenditures.
What is being provided?
The Concur data has detailed information from expense and procurement card reports that have been fully approved. Users will be able to take advantage of the provided standard report under KFDM → Standard Reports → Travel and PCard (Concur) or build their own queries using the “Concur_Travel_and_PCard_Expense” data source.
How is the data organized?
The Concur_Travel_and_Pcard_Expense Star is built into folders representing items, such as Employee Data, KFS Accounts, Expense Header, Expense Detail, Merchant Detail, etc. Visibility to the data is the same as GL_Current and matches your access to transactions and accounts in Kuali Financials. A Guide for Concur Field Names is available which lists the most common fields users would use in their own reports.
What standard reports are provided?
Two Standard reports are available that will provide a summary of travel expense, PCard and out of pocket expenses as follows:
- Exportable to Excel/PDF
- Travel, PCard and Out of Pocket Drill Down Report –Summarized by organizational level, account or employee or by detailed transactions.
- Web view only (Pivot format)
- Executive Level at a glance – School/College level → Department → Account→ Employee
How do I get access to KFDM?
First, verify you have access by logging into WebFOCUS at https://webfocusp.its.uconn.edu/ibi_apps/. If you can see the Financial Reporting → KFDM folder, you are all set. If you need to request access, select “Access Request Form” on https://dataandreporting.its.uconn.edu/.
I have more questions, who do I contact?
For questions on the Concur data source or the standard reports please send an email to travel@uconn.edu
For training on how to use KFDM please visit https://dataandreporting.its.uconn.edu/ and select “Training & Support”.
3.16.26 | Important Reminder for Approvers in Concur
With the launch of the new travel policy, expense reports no longer time out with approvers. It is essential that approvers review reports in a timely manner. To ensure you do not miss any pending approvals, please:
- Verify that email notifications are enabled in Concur, and
- Check that your Outlook inbox rules are not diverting Concur notifications away from your main inbox.
Ensuring these notifications are routing properly will help prevent delays in the approval process.
Please let us know if you have any questions.
Thank you,
UConn Travel Services
12.5.25 | Important Update: Revised University Travel Policy and Procedures
Dear Colleagues,
We are pleased to announce that the University has finalized a revised Travel Policy that will become effective on 2/1/26.
This revision includes several important and impactful changes that all employees should review carefully.
All University employees who travel on behalf of the University are expected to review and comply with the revised policy and procedures.
The updated policy and procedures, along with a summary of changes, are available here: Revised University Travel Policies and Procedures
To ensure clarity, understanding and help with compliance, we are in the process of arranging virtual meetings to communicate the changes to our travel policies and procedures, as well as to address any questions you may have regarding these updates. Please check www.travel.uconn.edu for future updates. In the meantime, if you have any questions or need assistance understanding the revisions, please contact the travel office at travel@uconn.edu.
11.21.25 | ProCard Software Pre-Review Process Now in Kuali Build
In July 2023, Procurement introduced an exception review process in HuskyBuy to ensure that purchases of software using the ProCard were reviewed by Procurement and IT Security.
To further improve efficiency and transparency, effective immediately, a newly designed software pre-review process will now occur in Kuali Build instead of HuskyBuy.
What’s Changing?
- The Kuali Build form replaces the HuskyBuy ProCard exception form for software and cloud service purchases.
- This process applies only when:
- The supplier will not/refuses to register in HuskyBuy and/or
- The supplier will not/refuses to accept a UConn Purchase Order.
- The standard process for purchasing software and cloud services remains through the Software and IT Service non-catalog requisition form in HuskyBuy, unless the above exceptions apply.
Benefits of the New Process
- Using Kuali Build streamlines the lengthy review process that previously existed in HuskyBuy, reducing delays.
- The new form improves communication with distributed IT units supporting various departments by informing them of purchasing activity.
- The new form requires primary software users to review and attest to understanding UConn IT policies, ensuring compliance and awareness.
For detailed instructions and FAQs, please visit our Knowledge Base article:
https://kb.uconn.edu/space/FPB/28156723207/ProCard+Software%2FApplication+Pre-Review+Form
Please utilize the following link going forward: https://uconn.kualibuild.com/app/67100c1604b864014b3bba4f/run
PLEASE NOTE: Any in process forms already in HuskyBuy must be completed in HuskyBuy. However, new forms, effective today must be completed in Kuali Build.
Questions? Email ITProcurement@uconn.edu.
Thank you for your attention to this important update.
4.2.25 | REAL ID
Beginning May 7, 2025, travelers will be required to present a REAL ID-compliant driver’s license or identification card to board domestic flights, unless they have another acceptable form of identification, such as a passport.
More information can be found: REAL ID | Homeland Security
Travel Quick Links
Travel & Card Services Support
860-486-2289 option 2
travel@uconn.edu
pcard@uconn.edu