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

Shows all invoices that have been processed through the ConnectCarolina billing system for OSR for a given project, contract, sponsor, or principal investigator Based on actual, posted transactions to the general ledger Shows all invoices created in the system since go-live on October 1, 2014 Invoices prior to October 1, 2014 were billed from other systems, so you’ll need to check with OSR on those if you have questions This is a SAS Web Report Studio report in InfoPorte located on the OSR Campus Reports tab

Type: Guide Categories: Finance, Reporting, Research Last Updated: November 2, 2016

This is a guide to the changes and fixes for InfoPorte release 6.7.2.

Type: Quick Reference Categories: Reporting Last Updated: October 21, 2016

This procedure explains and demonstrates the GL Activity tab in InfoPorte. This tab shows journals for all account types: assets, liabilities, expenses, revenue, and fund balance. This document explains what each line on the tab represents and how it is different from the InfoPorte Transactions tab.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 29, 2016

This is a procedure containing the steps for running the Funding End Date Notification Report, a report that shows current and future payroll suspense charges based on current funding. The procedure also describes the information found on the report results, including the reason for the suspense, the employee name, and the amount in suspense.

Type: Quick Reference Categories: HR/Payroll, Reporting Last Updated: September 28, 2016

The procedure explain at a high level the factors that comprise the F&A formula allocation equation, demonstrates how to run the F&A Formula Allocation Report, and interpret the results of the report.

Type: Guide Categories: Finance, Reporting Last Updated: September 20, 2016

This document explains the four components that comprise the amount of F&A budget a department receives each year. It explains in detail the formula allocation component, including the factors used to the calculate the amount, the formula, and several examples.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 20, 2016

This is a recording of a presentation made at the 2016 OSR Symposium. The presentation provides key information needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

Type: Webinar Categories: Finance, HR/Payroll, Reporting, Research Last Updated: August 22, 2016

This guide provides detailed information on being an Access Request Coordinator (ARC). ARCs enter requests for access to ConnectCarolina and some companion systems such as Web Travel and PeopleAdmin. The guide includes step-by-step instructions for: entering and submitting access requests, retracting and deleting requests. sharing a request. working with file attachments in the access requests. generating reports on access requests. checking the status of a request.

Type: Guide Categories: Finance, General, HR/Payroll, Reporting, Research, Student Admin Last Updated: July 28, 2016

This report is an income statement. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016