Here are some resources to help you learn how to make and manage purchases in ConnectCarolina.

Click the buttons below for more details:
Purchasing Top 10 Tips
Review these top 10 tips for purchasing.
Purchasing & Receiving: Useful Info
Review these useful inquiries and tips for purchasing and receiving.
Submitting an Invoice Against a PO-Using VISP
This Quick Reference Card provides instructions for submitting an invoice against a Purchase Order using the Vendor Invoice Submission Page in ConnectCarolina.
Individual PO Invoice Search
This Quick Reference Card provides instructions for accessing the status and payment details associated with an individual Purchase Order invoice in ConnectCarolina.
Invoice Search by Purchase Order
This Quick Reference Card provides instructions for viewing the status of any type of voucher in ConnectCarolina and provides steps for accessing a PO voucher.
Purchase Order Activity Summary
This Quick Reference Card provides instructions for viewing the receiving and invoicing activity associated with your Purchase Order using the Activity Summary page in ConnectCarolina.
Purchase Order Inquiry
This Quick Reference Card provides instructions for accessing the PO inquiry page to review details of your Purchase Orders, including how they are structured and their current status.
Creating a Receipt by Purchase Order
This Quick Reference Card provides instructions for creating a receipt for a Purchase Order in ConnectCarolina.
Adjusting or Canceling a Receipt
This Quick Reference Card provides instructions for changing or canceling an existing receipt for goods or services that have not yet been invoiced on a Purchase Order.
Procurement Overview
This Quick Reference Card displays the purchasing workflow for vendor catalog and non-vendor catalog purchase requisitions.
Approving Requisitions
This self-paced course describes the information to review when approving a vendor catalog requisition or a non-vendor catalog requisition.
Purchase Requisitions and Receiving (Non-vendor Catalog) Slides
Purchase Requisitions & Receiving Guidebook
Review this guide on Purchase Requisitions and Receiving. This document also contains useful information about searching by speedchart.
Requesting Vendors and Independent Contractors
This Requesting Vendors and Independent Contractors Guide covers how to:

  • request a new vendor
  • request a new independent contractor
  • request changes to how a vendor or independent contractor is set up
  • work with foreign vendors and wire transfers
  • complete the New Independent Contractor Predetermination Process.
Approving Independent Contractors
This self-paced course explains how an individual qualifies to become an independent contractor, the approval levels, and the requirements to approve or deny an independent contractor in the predetermination process.
Campus Vendor Request Changes
Watch this webinar to learn about the Campus Vendor Request system. Includes information about the Affiliate vendor class as well as information on what changes can be made to each vendor class.
Choosing a Vendor Class
This quick reference guide describes how vendors are classified and provides the appropriate procedures for requesting changes to a vendor’s information.
Ordering from the ePro Vendor Catalogs
This self-paced course explains how to order from the catalogs available in ePro, such as Staples and Fisher Scientific. The new ordering process is very similar to the current one, but the look and feel of ePro is changing.
ePro Vendor Catalog Student Guide
Review the student guide for the ePro Vendor Catalog class.
ePro Vendor Catalog Helpful Tips
This quick reference guide addresses commonly asked questions and provides top tips for using ePro.
Working With Voucher Templates
This mini-guide explains how to create, use, and modify reusable templates for campus vouchers.  Using a template for campus vouchers that you create on a regular basis can save you time when creating those vouchers.

This recorded webinar shows you how to create a reusable template for campus vouchers, as well as how to use a template to create a campus voucher to pay a student stipend.

Campus Voucher Top 10 Tips
This Quick Reference Card contains the top 10 tips for entering campus vouchers, including entering invoice numbers, choosing the vendor’s location, adding notes & instructions or supporting documentation, using Speed Charts, UNC Item ID, and Category as well as information on troubleshooting errors and analyzing approvals.
Creating Campus Vouchers
This guide explains how to use the Campus Voucher option in ConnectCarolina to:

  • make payments (including to independent contractors)
  • enter credits
  • replenish petty cash
  • have checks cut
  • make cash advances.

It also explains how to use the Voucher Inquiry option to see completed and in-process vouchers. This guide also touches briefly on how to find vouchers in InfoPorte reports.

Viewing Voucher Statuses
Review this brief guide to viewing voucher statuses for campus vouchers and purchase order vouchers.
Voucher Status information
Review this handy guide to voucher statuses, styles, and origins for Accounts Payable.
Approving Campus Vouchers
This self-paced course covers the uses of campus vouchers, the different approval levels and the requirements for each approval level.
Closing Vouchers
This quick reference explains how to close campus vouchers.
Voucher Rollover
Have you noticed that unposted vouchers seem to disappear at the end of the month? They don’t really disappear. Learn about “voucher roll forward,” in which vouchers that haven’t been posted get moved to the next month.
Petty Case Voucher
Review these slides from the Petty Cash Vouchers class.
Working with Travel Vouchers
This Travel Voucher guide covers how to work with travel vouchers, review travel reimbursement vouchers, and run inquiries on payments.