Resource Category: Finance
This self-paced course shows how to use the transactions and ledge rollups tabs in InfoPorte for reconciliation.
This self-paced course covers how to use the monthly management reports in InfoPorte for reconciliation.
This self-paced course explains the reconciliation process in InfoPorte. It covers when and what to reconcile, based on your expenses and revenue.
This webinar details how to use the new template functionality for campus vouchers, including how to: create templates use templates to create a campus voucher modify templates For more information, you can use the Working With Voucher Templates guide.
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 quick reference card details how you change the pay terms date when you’re creating a campus voucher.
This reference card shows the information displayed in the fields for transactions in the Expense ledger, the Budget ledger, and the Recognized Revenue Ledger, as well as for payroll transactions.
This quick reference card shows when in the process transactions are entered into the Commitment Control (KK) Ledgers and the GL Actuals Ledger.
This quick reference guide lists the available queries you can run to find open transactions at month-end and year-end close.
This self-paced course covers how to review the search results on the InfoPorte Transactions tab and identify the key information for expenses, including payroll expenses; budget journals and budget transfers; and deposits and other revenue transactions. It also explains how to identify the types of campus transactions that coincide with the InfoPorte Trans Type field and interpret the positive and negative signs on revenue and expense transactions.