Resource Category: Finance
This reference card details the steps to submit an invoice against a purchase order in the Vendor Invoice Submission Page.
This guide is used in the Creating Campus Vouchers class. This guide explains how to use the Campus Voucher option in ConnectCarolina to make payments (including to independent contractors), to enter credits, to replenish petty cash, to have checks cut, and to make cash advances. The guide also explains how to create reusable templates for campus vouchers along with how to use those templates to create campus vouchers and how to modify the templates. 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. CampusVoucherStudentGuide 02 2022
Double-Check Your Home Address for Tax Forms Your home address (not your mailing address) is where the University sends your printed tax forms (1098-T and W-2). Please take a minute to double-check your home address in the campus directory and update it if needed. To do that, sign in to ConnectCarolina and from the Self Service (employees) or the Student home page, click the Personal Information tile, and then the Addresses option on the left side of the Personal Information screen. Verify that your home address is correct and click the red pencil icon next to your home address if you need to make changes. If you make changes, be sure to click OK at the bottom of the Edit Address page, and then Save. Please update your home address prior to winter break to guarantee your tax forms are delivered to your desired address. Opt Out of Printed Tax Forms You can choose to opt out of printed W-2 and 1098-T forms and get them electronically only. Opt out of printed 1098-Ts: The IRS requires the University to issue Form 1098-T, “Tuition Payments Statement,” to each student by January 31. The 1098-T form helps you determine whether you are … Continued
This webinar covers topics such as how students receive money, accounts allowed and not allowed, and some scenarios of student awards paid by voucher. Due to a technical issue, this recording ends in the middle of the last slide. You can also find the slides for the webinar and the answers to the questions that were asked during the webinar posted on CCinfo.unc.edu as well.
Did you notice that in the new year, some Infoporte reports transitioned to Tar Heel Reports? Reports that were available as SAS VA inside of Infoporte are being moved to Tableau as Tar Heel reports. Here are some highlights about the Tar Heel reports and the benefits to you: Not all reports have transitioned to the new technology. If it was transitioned, you’ll see “Now in Tar Heel Reports” next to the report name. The Tar Heel reports are the same reports you had access to before with a notable change – security is different. You’ll see reports for all departments, not just your own. Don’t worry, it’s easy to filter and save your reports. When you click the name of a Tar Heel Report a new window opens with a Sign into Tableau Reports button. Some Big Wins for You Downloading is easier and more intuitive. You can even pick specific or all columns to download. There are multiple formats to download to, including Image (png), Data (txt/csv), PDF and PPT. Tar Heel Reports load quickly. It’s a noticeable difference from loading SAS Visual Analytics reports. You can save your reports as Favorites. Filter for the department data you need, save your … Continued
This reference card explains the differences between the source attributes “DEPT_ID” and “DEPT_OWN” and when they’re used.
This recorded webinar explains the new purchasing online purchasing solution, BuyCarolina, that replaces eProcurement effective August 17, 2020 at UNC.
This reference card explains how to use the Campus Journal Chartfield Matrix.
To prepare for the new travel & expense system, Concur, we are making changes to the Departmental Workflow page in ConnectCarolina so you can assign approvers.
This document shows you how to schedule queries in the RPT reporting environment.