During the 2016-2017 academic year, ConnectCarolina support staff shifted their focus from post-go-live stabilization support for finance, human resources and payroll applications to enhancing functionality, providing new reporting capabilities, and improving the usability of the system. Both campus and central administrative users benefited from the team’s efforts. This report highlights some of the most significant improvements and successes.

Type: Quick Reference Categories: Finance, General, HR/Payroll, Reporting, Research, Student Admin Last Updated: August 22, 2017

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). These slides were used for a webinar and summarizes the changes in ConnectCarolina and InfoPorte.

Type: Slideshow / Presentation Categories: Finance, Reporting Last Updated: May 19, 2017

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This webinar discusses the changes in ConnectCarolina and InfoPorte.

Type: Webinar Categories: Finance, Reporting Last Updated: May 19, 2017

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This document summarizes the changes in ConnectCarolina and InfoPorte.

Type: Quick Reference Categories: Finance, Reporting Last Updated: May 23, 2017

This is a guide to the changes and fixes for InfoPorte release 7.0

Type: Quick Reference Categories: Reporting Last Updated: May 11, 2017

Slides from the State Monthly Management Reports Webinar held 12/15. The State Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.

Type: Slideshow / Presentation Categories: Finance, Reporting Last Updated: December 16, 2016

The Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.  

Type: Guide Categories: Finance, Reporting Last Updated: December 16, 2016

In this webinar, we discuss two new OSR reports for campus users. Learn about the OSR Invoice Listing report that lists all the invoices that have been provided to sponsors. This report helps you with award and contract closeout. We will also discuss the OSR Contract GL Expense and Budget report which shows the balance of a project based on approved, completed transactions.

Type: Slideshow / Presentation Categories: Finance, Reporting, Research Last Updated: November 4, 2016

Slides used in the November 2, 2016 OSR reports webinar. Webinar covers the OSR Invoice Listing report and the OSR GL Expense and Budget report.

Type: Slideshow / Presentation Categories: Finance, Reporting, Research Last Updated: November 2, 2016

The budget balances on these reports are based on approved, finalized, posted transactions to the GL Actuals ledger through a specific fiscal year and period Two reports: One version of this report lets you search on project ID, the other on contract number Each report displays OSR expenditures grouped by type of expense

Type: Guide Categories: Finance, Reporting, Research Last Updated: August 10, 2017