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Filter by category: All Events · Finance · HR/Payroll · MOU Leads · Reporting

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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User Group Meeting

Dey Hall, Toy Lounge

Today we’re focusing on the HR topic: Tricky Transactions. Wondering what a User Group is, and who’s in it? Get the details here. Everyone is welcome to join us in person, or attend via webinar. No registration is required. Ready? Click to join the … Read more

Departmental Deposits

ITS-Franklin, room G102

This course covers the high-level concepts and ConnectCarolina tasks necessary to process incoming payments at the department level. To register for this class, click here.  

Creating Purchase Requisitions and Receiving

ITS-Franklin, room G102

This course explains how to create a requisition for goods or services that require a purchase order. Topics include entering commodity codes, charging one or more lines to different chartfields, submitting a requisition for approval, using the Manage Requisition page … Read more

ConnectCarolina Actions for HR Representatives

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

This is the second day of the two-day class. Each day, class starts at 8:30 AM and runs until 4:30 PM.  This multi-part, instructor-led course explains how to perform all types of complex actions in ConnectCarolina, including hiring faculty and staff, and … Read more

Preparing for Year End Close: Reviewing Open Transactions Webinar

webinar

In this webinar, we'll discuss how to identify open (unposted) transactions, and either delete or process them, in preparation for year-end close. Ready? Click here to join the live webinar. For tips on using Blackboard Collaborate to view webinars, click and scroll … Read more

Creating Journal Entries

ITS-Franklin, room G102

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 errors, and how to … Read more

HR and Payroll Reporting with InfoPorte

ITS-Franklin, room G102

This class is a hands-on, deep-dive into the HR area of InfoPorte, exploring the Employee, Positions, Payroll, and Reporting features. You must have your own access in order to participate in the class – we cannot use generic login IDs. … Read more

Preparing for Year-End Close: Reviewing Open Transactions

ITS-Franklin, room G102

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

HR and Payroll Reporting with InfoPorte

ITS-Franklin, room G102

This class is a hands-on, deep-dive into the HR area of InfoPorte, exploring the Employee, Positions, Payroll, and Reporting features. You must have your own access in order to participate in the class – we cannot use generic login IDs. … Read more

Reporting in an Accrual-based Accounting System

Administrative Office Building (AOB) 3101

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

Is there a class you'd like to take but isn't listed on the calendar? Click to let us know.

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