If you reconcile your department’s accounts each month or know someone who does, take a look at the redesigned online training. The online training has been divided into three parts and now has information about using the Monthly Management Reports (these are the reports that give you a static snapshot of a month’s transactions and balances).
You can access the training at ccinfo.unc.edu > Training > Computer-Based Training (onyen and password required). Scroll down to InfoPorte Reporting to see the titles or click the links below:
Reconciling Transactions in InfoPorte Part 1: Overview
Reconciling Transactions in InfoPorte Part 2: Using the Monthly Management Reports
Reconciling Transactions in InfoPorte Part 3: Using the Transactions and Ledger Rollup Tabs