Month-End and Year-End Resources
Here are some resources to help you learn how to to close out a month and the fiscal year in ConnectCarolina and InfoPorte.
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Fiscal Year-End 2017 Task Checklist for Campus
A handy reference with tools and activities to help ensure you are prepared for fiscal year end. (Updated 5/30/17)
Fiscal Year-End 2017 Closing Dates and Procedures
A Deans, Directors and Department Chairs memo that provides information concerning fiscal year-end procedures and dates by which documentation must be received for payment in fiscal year ending June 30, 2017. (Updated 5/3/2017)
Preparing for Year-End Close: Reviewing Open Transactions Guide
Student guide on how to use queries to identify open transactions and steps to take to close “stuck” transactions.
Queries for Reviewing Open Transactions Quick Reference List
This quick reference guide lists the available queries you can run to find open transactions at month-end and year-end close.
Queries for Cleaning up Transactions
This instructor-led course explains how to run queries in ConnectCarolina to identify “in-flight” transactions that need attention before month-end close. If you haven’t taken this course or would like a refresher, check the training schedule for upcoming courses and to sign up.