This reference card contains 13 tips for managing student hires, including working with expected job end dates, the importance of entering actions on time, using positions correctly, and taking care to choose the correct person when entering the hire. This reference card also contains a table of job codes for managing student hires.
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.
This recorded webinar captured a Finance User Group meeting. This meeting covered 7 key concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.
These slides were used withe the “7 Key Concepts” webinar. The webinar covers these concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.
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.
This Quick Reference Card provides instructions for accessing PO invoices in ConnectCarolina in order to view or print as needed.
Form that must be completed and sent to firstname.lastname@example.org prior to changing the Account number on an Accounts Payable voucher that has already posted to the general ledger.
This quick reference guide lists account codes for budgeting on State child accounts.
This spreadsheet shows how object codes from the legacy system mapped to the ConnectCarolina account codes. The spreadsheet has three tabs: UNCCH Accounts, which lists the general ledger accounts that were loaded into ConnectCarolina for UNC-Chapel Hill. UNCGA Account, which lists all the general ledger accounts that were loaded into ConnectCarolina for UNC General Administration. All FRS Object Codes, which lists every object code and the ConnectCarolina account it mapped to. .
When purchasing a piece of equipment that is greater than $ 5,000, you must include asset management information in the purchase requisition for the piece of equipment and any associated coasts, including freight charges, discounts, trade-in values, and installation fees. This quick reference card lists the steps to add asset management information.
This self-paced course explains when to use PAAT and the difference between a PAAT adjustment and a Funding Swap ePAR. It also covers the steps you’ll need to take to create, manage and submit a PAAT adjustment.
This Quick Reference Card provides instructions for changing or canceling an existing receipt for goods or services that have not yet been invoiced on a Purchase Order.
The Affiliate Report shows information on all active affiliates or affiliates who were terminated within the last year
Information on the new Affiliates Report in Infoporte
This Quick Reference provides instructions for processing airgas cylinder returns in ConnectCarolina.
This self-paced course describes the information to review when approving a budget transaction and how to make an approval action.
This self-paced course explains who can approve campus journals, how to navigate to the campus journal approval page, and what information to review when approving campus journals.
This self-paced course covers the uses of campus vouchers, the different approval levels and the requirements for each approval level.
This self-paced course covers the request and approval process for new chartfield values.
A quick guide about approving Finance transactions, which transactions require approval, the approval workflow, and more.
This self-paced course explains how to view a financial transaction that needs approval, the differences between an approver and a reviewer and the actions that an approver can take.
This PowerPoint presentation accompanied the “Approving Financial Transactions” live demo. This presentation was intended for those who approve financial transactions in ConnectCarolina,including approving journal entries, purchase reqs, budget journals, deposits, independent contractor and vendor requests, and campus vouchers. This approval process is not used for Web Travel requests, which use the FRED approval system.
This self-paced course explains how an individual qualifies as an independent contractor, the approval levels and the requirements to approve or deny an independent contractor in the predetermination process.
This self-paced course covers how approvers can use the P-Card system to modify existing line level detail and charge a transaction to a different chartfield string besides the card’s default string. It also covers how to approve, reject and save transactions.
This self-paced course explains the information you need to review when approving a PAAT adjustment. It also covers the step-by-step instructions to Approve or Recycle an adjustment and the approval route an adjustment follows.
This self-paced course describes the information to review when approving a vendor catalog requisition and a non-vendor catalog requisition.
This webinar teaches how associated budgets work, when it applies, and how it affects your available balance.
Slides to accompany the Associated Budgets webinar.
This PowerPoint Presentation accompanies the Banking class. This course covers bank reconciliation, bank transfers, wire transfers, and memo bank balancing.
This Computer-Based Training describes how to fund appointments and positions, make changes to the sources their funding comes from, and resolve errors that can occur when submitting changes to funding.