This document is the Student Guide for the Financial Reporting with InfoPorte class. It covers finding budget balances and transactions for all major fund types, finding grant detail information, and the reconciling process.

Type: Guide Categories: Finance, Reporting Last Updated: July 28, 2017

This PowerPoint presentation accompanies the Campus Budget class. Includes information about budget control, budget checking, and how to enter budget journals and transfers.

Type: Slideshow / Presentation Categories: Finance Last Updated: July 18, 2017

For UNCCH: A matrix of budget definitions and rulesets by fund type for FY 2018. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

Type: Quick Reference Categories: Finance Last Updated: July 12, 2017

This document explains how to see training records in Manager WorkCenter, and how to run reports.

Type: Quick Reference Categories: HR/Payroll Last Updated: June 30, 2017

This guide accompanies the Campus Budgets class. Includes information about budget control and budget checking, entering budget journals and transfers, and how to find your available balances.

Type: Guide Categories: Finance Last Updated: June 29, 2017

This Student Guide accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.  

Type: Guide Categories: Finance Last Updated: June 28, 2017

This PowerPoint Presentation accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.      

Type: Slideshow / Presentation Categories: Finance Last Updated: June 28, 2017

This self-paced course covers how to use the InfoPorte Transactions tab to search for revenue and expense transactions; enter the correct fund, fiscal year, budget period and accounting period filters to find transactions; enter the correct chartfield filters to find transactions; and enter the correct advanced filters to find transactions.

Type: Categories: Finance Last Updated: June 1, 2017

This self-paced course covers how to review the search results on the InfoPorte Transactions tab and identify the key information for expenses, including payroll expenses; budget journals and budget transfers; and deposits and other revenue transactions. It also explains how to identify the types of campus transactions that coincide with the InfoPorte Trans Type field and interpret the positive and negative signs on revenue and expense transactions.

Type: Categories: Finance Last Updated: June 1, 2017

This self-paced course covers the difference between the Commitment Control and GL Actuals ledgers. It shows which ledger the InfoPorte Ledger Rollups report is based on and the uses of this report. It also explains which reports are based on the GL Actuals ledger and the uses of those reports.

Type: Categories: Finance Last Updated: June 1, 2017