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Approval path for all campus ConnectCarolina Finance roles

Stop 1: Finance functional lead determines access roles needed, verifies the needed form, and supporting documentation is attached and complete.
Stop 2: ConnectCarolina Training Team verifies that the required training is complete.
Stop 3: ConnectCarolina Security Team sets up access in ConnectCarolina.

Training Information

Function to Ask for on Access Request FormDescription of the RoleTraining Required (See the Training Information section at the top of the page for more information.)
Budget TransfersAllows the user to enter, modify, and search for budget transfers. It also allows the user to delete budget transfers that have not been posted and resubmit budget transfers for approval after they’ve been denied.Managing Budgets & Creating Budget Journals instructor-led class
Campus Vouchers Allows users to create campus vouchers for reimbursements for employees and University affiliates, independent contractor payments, cash advances, and petty cash replenishments. It also allows the user to use the Voucher Inquiry option to search for and display voucher information.Creating Campus Vouchers instructor-led class
Creating and Changing SuppliersAllows users to request new suppliers and independent contractors, and request changes to existing suppliers and independent contractors.Requesting Suppliers and Independent Contractors instructor-led class
Journal EntriesAllows users to create campus journals, correcting campus journals, correcting JE, correcting voucher JE, and interunit campus journals. It also allows the user to edit campus journals that haven’t been posted and delete campus journals.Creating Journal Entries instructor-led class
Managing AssetsAllows users to enter an asset’s  location, including searching for and viewing an asset, updating information, and reporting movement and status.Managing Assets for Campus Departments CBT
Purchase Reqs and ReceivingAllows the user to create a purchase requisition and make changes to them before they are submitted. It allows the user to view the status of, cancel, print, and make copies of requisitions.  It also allows the user to create a change order.  This role also allows the user to record receipts, make changes to receipts, handle returns, and close receipts short.Creating Purchase Requisitions and Receiving instructor-led class
University DepositsAllows the user to process incoming payments at the department or school level, using direct journal deposits. Also allows the user to update a deposit and view deposits.Making University Deposits instructor-led class
BuyCarolinaAllows the user to place orders from the BuyCarolina marketplace. Also allows the user to view the status of the requisitions these orders are placed with and to make changes to those requisitions.Training is not required. (Making a Purchase in BuyCarolina is available.)
Budget JournalsAllows users to enter, modify, and search for budget journals.  It also allows the user to delete budget journals that haven’t been posted and resubmit budget journals for approval after they’ve been denied. Managing Budgets & Creating Budget Journals instructor-led class
AR/Billing Other than OSR  This role is only for the small number of units who are doing billing in ConnectCarolina Allows users to create and maintain customers and customer contacts, create online and internal bills, and adjust bills (including credits and rebills). It allows the user to generate invoices with the single action invoice process. It also allows the user to running inquiries to see outstanding invoices and information about customers.Accounts Receivable/Billing for Units Other than Sponsored Research instructor-led class
Inquiry RolesGives users access to the accounts payable, purchase order, budgets, and eProcurement inquiry options.Training is not required (Running a Project Budget Overview Inquiry CBT available)
Source CreateAllows the user to request new fund sources or request changes to fund sources.  This job function is also included in the Journal Entries role (so no need to request both).Training is not required (Requesting New Chartfield Values CBT is available)