Resource Category: Finance

This self-paced course explains the benefits of budgeting in ConnectCarolina, explains how budgeting works, reviews budget checking, and explains how this functionality impacts managing budgets at the University.

Provides two quick tips that can make entering chartfields in ePro and searching by SpeedChart easier and faster. https://ccinfo.unc.edu/wp-content/uploads/sites/219/2016/01/Tips-for-Entering-ePro-Chartfield-Strings-1.pdf

Source values for state parent, child, and revenue budgets where source is required to be rolled up.

A list of sources with descriptions and how to request a new source.

This self-paced course covers how to access and run the following PAAT reports: Review Pending Transactions; Current Suspense Charges; and Labor Expense Summary.

A step-by-step guide to running the Deposit Status Report and the DCT Receipt Report.

Student guide to the course.

This self-paced course covers how to perform project budget overview inquiries on grants and contracts to analyze expenses.

Slides from the Requisitions, Inquiries and Receiving class.

This self-paced course covers how to request new chartfield values, request a new Source, delete a Source request and deactivate a Source.