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How to Enroll in a Class

Instructions for registering for classes are included in the event details.

To view and manage Finance class registrations, click here to login
To cancel a registration, click Current Registrations > Cancel > Cancel Registration

Many Finance classes are being held at ITS-Franklin, 440 West Franklin Street in downtown Chapel Hill. A great way to get to ITS-Franklin is to take the Town of Chapel Hill’s J bus. A pay-to-park lot is also available.

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Reporting in an Accrual-based Accounting System

You will be informed of the venue once you are enrolled.

This course covers the core financial benchmarks and reports used with ConnectCarolina, including trial balance, cash balance, fund balance, and available budget. Participants will use their own data to practice using these reports and view the financial position of their … Read more

Preparing for Year-End Close: Reviewing Open Transactions

Administrative Office Building (AOB) 3101

This course explains how to run queries in ConnectCarolina to identify “in-flight” transactions that need attention before year-end close. The queries cover how to see the statuses of in-flight purchase requisitions, vouchers, GL journals, budget journals and more. Participants will … Read more

Preparing for Year-End Close: Reviewing Open Transactions

Administrative Office Building (AOB) 3101

This course explains how to run queries in ConnectCarolina to identify “in-flight” transactions that need attention before year-end close. The queries cover how to see the statuses of in-flight purchase requisitions, vouchers, GL journals, budget journals and more. Participants will … Read more

Creating Journal Entries

Administrative Office Building (AOB) 1501D

Updated class date and location! This course provides an overview of the campus journal process, demonstrates how to create journal entries and correcting journal entries according to the transaction type, explains how to identify and resolve journal edit and budget checking … Read more

Preparing for Year-End Close: Reviewing Open Transactions

Administrative Office Building (AOB) 1501D

This course explains how to run queries in ConnectCarolina to identify “in-flight” transactions that need attention before year-end close. The queries cover how to see the statuses of in-flight purchase requisitions, vouchers, GL journals, budget journals and more. Participants will … Read more

Preparing for Year-End Close: Reviewing Open Transactions

Administrative Office Building (AOB) 1501D

This course explains how to run queries in ConnectCarolina to identify “in-flight” transactions that need attention before year-end close. The queries cover how to see the statuses of in-flight purchase requisitions, vouchers, GL journals, budget journals and more. Participants will … Read more

Preparing for Year-End Close: Reviewing Open Transactions

Administrative Office Building (AOB) 1501D

This course explains how to run queries in ConnectCarolina to identify “in-flight” transactions that need attention before year-end close. The queries cover how to see the statuses of in-flight purchase requisitions, vouchers, GL journals, budget journals and more. Participants will … Read more

Preparing for Year-End Close: Reviewing Open Transactions

Administrative Office Building (AOB) 1501D

This course explains how to run queries in ConnectCarolina to identify “in-flight” transactions that need attention before year-end close. The queries cover how to see the statuses of in-flight purchase requisitions, vouchers, GL journals, budget journals and more. Participants will … Read more

Reporting in an Accrual-based Accounting System

You will be informed of the venue once you are enrolled.

This class covers the key financial reports in an accrual based accounting system and the differences among them. These reports are: budget balances, fund balances, and cash balances. This course uses mostly queries to run these reports, but the InfoPorte … Read more

Requesting Vendors and Independent Contractors

ITS-Franklin, room G102

This course covers the processes and tasks necessary to request a new vendor or independent contractor, or make changes to existing vendors and independent contractors. To register for this class, click here.  

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