Resource Category: Finance

In May 2016, after many years of great service, the mainframe computer was shut down, capping a year-long effort to decommission the legacy systems. This page collects in one place instructions for where to find information from legacy systems, and also how access is given for the legacy systems that are still up and running.

This webinar covers updates on the following topics related to Data Collect Batches or DCB.  Fiscal year end, journal header, new DCB source requests, archive journal errors, OSR project close out, DCB contact information

This brief guide includes details on how to fill in the fields of the Chartfield Checker tool and how to troubleshoot error messages.

A comprehensive list of available finance reports and queries on a searchable web page.

This document is the Student Guide for the Financial Reporting with InfoPorte class. It covers finding budget balances and transactions for all major fund types, finding grant detail information, and the reconciling process.

This self-paced course focuses on working with attachments in ConnectCarolina. You’ll learn what sensitive information you may encounter when attaching documents in ConnectCarolina and why it’s important to keep that information safe. You’ll also learn about ways to remove or permanently obscure sensitive information from a document before you attach it in ConnectCarolina.

This guide covers what data can be accessed in Finan$eer, how Finan$eer differs from the Finance Legacy Data Warehouse, and how to access and search for transactions in Finan$eer.

Instructions for completing a help ticket to request a new ConnectCarolina program or cost code chartfield. The request must come from an MOU Lead.

General information about and instructions to fix common budget errors and warnings when working with ePAR forms.

Your available budget balances in InfoPorte fluctuate a lot more throughout the month than they did in FRS. This document explains the reason for this and some key related concepts.