Getting Started With Budgets

 

Understanding Budgeting in ConnectCarolina

This self-paced course helps you get started with budgets in ConnectCarolina.

Chartfield Structure Booklet

This document explains the University’s chartfield structure.Also see the Funds and Matching Source Ranges document.

Campus Budget Class (Powerpoint Slides) (Student Guide)

These documents are the student guide and slide deck for the Campus Budgets Class.

 

Funds and Matching Source Ranges

This document is a companion document to the “Chartfield Structure” booklet.

 

 

 

 

Understanding Ledgers

This self-paced course explains the difference between the General Ledger actuals ledgers and the Committment Control (budgets-related) ledgers.

Introduction to InfoPorte

This self-paced course explains what InfoPorte is and how to navigate in it.

 

Financial Reporting and Reconciliation Student Guide

This document is the student guide for the Financial Reporting and Reconciliation class. It describes the different types of ledgers: explains fiscal year, accounting period and budget period; and explains how to find budget balances. It also describes how to use InfoPorte to reconcile.

 

Financial Reporting and Reconciliation (Powerpoint)

This is the slide deck for the Financial Reporting and Reconciliation class.

 

 

Chartfield Checker

Chartfield Checker is a tool that lets you check budget for a chartfield string.

 


Finding Budget Balances and Transactions

Viewing Budgets in Infoporte

This document explains which Fiscal year and Budget Period filters to select to see 2015, 2016, and 2017 budget amounts and balances.

 

Finding Budget Balances

This self-paced course describes how to find budget balances using InfoPorte and ConnectCarolina.

 

Finding Transactions (Part 1) (Part 2)

This self-paced course is made up of two parts and describes how to find transaction (such as purchase requests or departmental deposits) in InfoPorte.

Running a Project Budget Overview Inquiry

This self-paced course describes how to use the Budgets Overview option in ConnectCarolina to analyze expenses for grants and contracts.

 

Budget Inquiry

This document provides an overview of the budget inquiries available in ConnectCarolina.

 

 

 

 

 

 

 

 

 

 

 

 


Reconciliation

InfoPorte: Reconciling Transactions

This self-paced course describes how to use InfoPorte to reconcile transactions each month.

Why Do My Balances Go Up and Down Throughout the Month?

This document describes why budget balances change from day to day.

 

Reconciling In InfoPorte: Balances and Transactions

This document gives an introduction to reconciling in InfoPorte.

 

New State Monthly Management Reports (Guide) (Webinar) (Powerpoint)

This recorded webinar and accompanying guide and webinar slides explain the new state monthly management reports. These reports will provide a snapshot to help with reconciling accounts in InfoPorte.

 

 


Comparing Commitment Control to the General Ledger

 

Why KK Ledgers and the GL Actuals Ledger May Not Equal

This document describes reasons why the Commitment Control (“KK”) ledgers may not equal the General Ledger Actuals ledger.

 

 

Transactions in Commitment Control (KK) Ledgers & GL Actuals Ledgers

This document illustrates when transactions appear in the Commitment Control ledgers and when they appear in the General Ledger Actuals ledgers.

 


Approving Budgets

Approving Budget Transactions

This self-paced course describes how to review and approve budget transactions, if you are a designated approver for budget transactions.


Budget Reports and Queries

 

Quick Reference Guide to Finance Reports

This page on ccinfo.unc.edu lists and gives a brief description of each

Finance report.

 

Quick Reference Guide to Finance Queries

This page on ccinfo.unc.edu lists and gives a brief description of each Finance query in ConnectCarolina.

 


Associated Budgets

Associated Budgets (Webinar) (Powerpoint)

This recorded webinar and accompanying slide deck explain how associated budgets work, when they apply, and how they affect your available balance.

Formula Allocations

F&A Formula Allocation Report (Powerpoint) (Webinar)

This recorded webinar and accompanying slide deck explain the components of F&A budget, the formula allocation, how to run the F&A Formula Allocation Report, and how to look up budget journals on the InfoPorte Transactions tab.

Understanding your Formula Allocation Amount

This document explains the components that comprise the amount of F&A budget a department receives each year.

 

 


Other Budget Resources

Budgeting 101: UNCCH Ledger Group Matrix

For UNC-Chapel Hill: A matrix of budget definitions and rulesets by fund type for FY 2017.

Budgeting 101: UNCGA Ledger Group Matrix

For UNC General Administration: A matrix of budget definitions and rulesets by fund type for FY 2017.

Sources for State and F&A Budgeting

This reference document lists the sources used for State and F&A budgeting, for parent, child, and revenue budgets.

Loading Trust Budgets Guide

An explanation of Trust sources and how to see balances in InfoPorte for Trusts with associated budgets.

Common Budget Check Exceptions

This document lists common exceptions you may encounter when budget checking and gives suggestions for resolving them.

Viewing ConnectCarolina Cost Codes in InfoPorte

This self-paced course explains how to use ConnectCarolina cost codes while working with reports in InfoPorte.

Working with Budget Errors and Warnings

This document describes how to fix common budget errors and warnings when working with ePAR forms.

Accounts for State Child Budgeting

This quick reference guide lists account codes for budgeting on State child accounts.

Understanding ConnectCarolina Chartfields

This self-paced course explains the University’s chartfield structure.