Many of the changes coming with the upgrade of ConnectCarolina Finance are behind-the-scenes, but there are a few are new features and changes to the way the pages look. Among the most significant changes are an expanded Finance WorkCenter, different field labels in purchasing, a new layout for the Campus Voucher page, and new features for Budgets.
More Links in the Finance WorkCenter
If you haven’t used the Finance WorkCenter, give it a try. The WorkCenter lets you move quickly between menu options, and with the upgrade, it will have even more of the links you use most, all in one location. To find it, click the Finance button on the left side of the home page, and then you’ll see Finance WorkCenter as the first option. At the top of the WorkCenter is a folder with the most commonly used pages.
Label changes in Purchasing
Perhaps the biggest change you’ll notice on December 10 is in Purchasing. The term “vendor” is being replaced by “supplier” on all pages. For example, instead “Vendor Catalog,” you’ll see “Supplier Catalog”. Although the term is changing on most ConnectCarolina pages, you’ll still see ‘vendor’ in a few places. For example, query names are staying the same and the names for attachments aren’t changing.
Campus Voucher Looks Different But Works the Same
The campus voucher page has a new layout, but nothing is changing with the way you enter campus vouchers in ConnectCarolina.
New Features for Budgets
If you work with budgets, chances are that when you’re allocating budget, you’ve wished you could copy budget transfers from month to month instead of creating new ones from scratch each time. Good news: after the upgrade, you’ll be able to copy budget transfers just like you can budget journals. The process is the same, but in case you need them, we’ll post step-by-step instructions specific to budget transfers on the Budgets page on ccinfo.unc.edu.
Another new feature is for both budget journals and budget transfers. In the upgraded system, you will be able to resubmit a budget journal or budget transfer if a change was made after it was submitted for approval. No more starting from scratch because of a change.
For more information about what’s changing with the Finance Upgrade in December, go to ccinfo.unc.edu/fin-9-2-upgrade.