Do you reconcile transactions online in InfoPorte (that is, do you mark them with a checkmark in InfoPorte)? If the answer is yes, be sure to finish reconciling Fiscal Year 2018 before Wednesday, August 8, 2018. Testing shows that the changes coming to financial reports in InfoPorte this summer will cause some of the “Reconciled” checkmarks in InfoPorte to be lost.
Scheduled Outage
Making these report changes requires a complete outage of InfoPorte. We try to schedule outages when most people aren’t using the system. In this case, it will be the weekend of August 10 – August 13, from 5:00 pm Friday through Monday at 7:00 am.
You won’t be able to access InfoPorte reports during this time.
Helpful Tip:
If you’re not able to wait until August to begin reconciling July’s transactions and you use the “Reconciled” checkmark in InfoPorte, you can export the transactions that you’ve reconciled to Excel. You’ll be able to see the Reconciled checkmark in Excel, so you can re-tag the transactions once the changes are in the system.
Want More Information About What’s Changing?
For more information about what’s changing and to see before and after screenshots of the changes, go to CCinfo.unc.edu/SingleSource.