These slides accompany the Requesting Suppliers and Independent Contractors training.

Type: Slideshow / Presentation Categories: Finance Last Updated: May 20, 2019

These slides accompany the Purchase Requisitions and Receiving training.

Type: Slideshow / Presentation Categories: Finance Last Updated: May 20, 2019

These slides accompany the Creating Campus Vouchers training.

Type: Slideshow / Presentation Categories: Finance Last Updated: May 20, 2019

These slides accompany the Queries training.

Type: Slideshow / Presentation Categories: Finance Last Updated: May 20, 2019

These slides accompany the Making University Deposits training.

Type: Slideshow / Presentation Categories: Finance Last Updated: May 20, 2019

This document covers the changes that are being made to the Vendor Invoice Submission Page (VISP) on March 21, 2019.  You can find out more information about using VISP in the Purchase Requisitions and Receiving Guide.

Type: Quick Reference Categories: Finance Last Updated: March 19, 2019

This quick reference card provides the steps to request changes to a supplier’s address and payment methods.

Type: Quick Reference Categories: Finance Last Updated: May 20, 2019

This recorded webinar shows changes that are coming with the Finance upgrade in December 2018.  Click to see the slides from the webinar. For more information about the upgrade, go the upgrade webpage.

Type: Webinar Categories: Finance Last Updated: December 5, 2018

What’s New and What’s Changing Many of the changes coming with the upgrade of ConnectCarolina Finance are behind-the-scenes, but there are a few are new features and changes to the way the pages look. Among the most significant changes are an expanded Finance WorkCenter, different field labels in purchasing, a new layout for the Campus Voucher page, and new features for Budgets. More Links in the Finance WorkCenter If you haven’t used the Finance WorkCenter, give it a try. The WorkCenter lets you move quickly between menu options, and with the upgrade, it will have even more of the links you use most, all in one location.  To find it, click the Finance button on the left side of the home page, and then you’ll see Finance WorkCenter as the first option. At the top of the WorkCenter is a folder with the most commonly used pages. Label changes in Purchasing Perhaps the biggest change you’ll notice on December 10 is in Purchasing.  The term “vendor” is being replaced by “supplier” on all pages.  For example, instead “Vendor Catalog,” you’ll see “Supplier Catalog”.  Although the term is changing on most ConnectCarolina pages, you’ll still see ‘vendor’ in a few places.  For example, query names … Continued

Type: Categories: Finance Last Updated: November 14, 2018

Starting a new position is stressful and learning a new system at the same time can be all the more overwhelming. Join Cortney Alston of UNC-Chapel Hill’s Finance & Operations team as she provides insight on how to get the most out of onboarding new employees to PeopleSoft. New employee orientation often includes training on the organization’s policies and procedures as well as PeopleSoft. This session describes how the Finance & Operations team leverages best practices and current trends to increase engagement, retention, and improvement of PeopleSoft orientation training for staff in new Finance roles. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance, General Last Updated: November 9, 2018