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How to Enroll in a ClassInstructions for registering for classes are included in the event details. To view and manage Finance class registrations, click here to login 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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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
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
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
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.
This course explains how to create, maintain and monitor campus vouchers which are used to pay invoices. Campus vouchers replace check requests, SOP documents and InDEPTh payment requests. To register for this class, click here.
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
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
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.
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
This class focuses on using PeopleSoft queries to search for and analyze transactions that need attention. We will also explore the Departmental Accounting area of InfoPorte, with particular attention to the reconciliation process. You must have your own access in order … Read more
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