Resource Category: Finance
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.
This quick reference card provides the steps to request changes to a supplier’s address and payment methods.
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.
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
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.
In this session, we’ll look at the common reasons why your finance transactions, such as purchase requisitions, vouchers, and journals get errors. We’ll show you queries to identify those errors and suggestions for fixing the errors. To just view the slides from this presentation, click here.
How many of these questions can you answer? What is a trust fund? Is there more than one kind? Where do we get the money for a trust fund? How is a trust fund different from other types of funds? Does a trust fund use cash,budget,both, or none of these? What is ABC and AB? This session takes a closer look at trust funds and Tips and Tricks for using and reporting for Trust Funds. To just view the slides from this presentation, click here.
In this session we discuss the differences between the General Ledger (GL) and the Commitment Control (KK) ledgers. We show when finance transactions are recorded in the various ledgers and how this affects reporting. To just view the slides from this presentation, click here.
Come to this session to see a preview of the new “look and feel” for ConnectCarolina that is coming your way in December. This session is of interest to anyone works in ConnectCarolina except faculty members, who already have the new look and feel. The coming changes allow the ConnectCarolina team to tailor the home page to groups of users, such as all students or everyone who works with HR content. The changes also pave the way for a more mobile-friendly and easier-to-use navigation in the future.
Opportunity for Procurement Services to share an overview of P-Card basics including recent program updates, policy changes, best practices, and resources with Connect Carolina users. To just view the slides from this presentation, click here.