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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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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

Managing Budgets and Creating Budget Journals

ITS-Franklin, room G102

This course gives an introduction to how budgeting works in ConnectCarolina and shows how to create budget journals and budget transfers. It also explains how to budget pre-check transactions (such as purchase requests), and how to resolve budget errors. To … Read more

ConnectCarolina Actions for HR Representatives

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

This is a 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 performing status change actions … 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

InfoPorte Release 6.4 Webinar

Learn more about the InfoPorte 6.4 release in a live webinar.  The webinar will be recorded and posted, along with release notes with screenshots and instructions, to the Reporting section of the website. Click here to join the live webinar. … 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

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

Requesting Vendors and Independent Contractors

Administrative Office Building (AOB) 1501D

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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