Resource Category: Finance
This self-paced course covers how to use the InfoPorte Transactions tab to search for revenue and expense transactions; enter the correct fund, fiscal year, budget period and accounting period filters to find transactions; enter the correct chartfield filters to find transactions; and enter the correct advanced filters to find transactions.
This self-paced course covers how to use the InfoPorte Ledger Rollups tab to find your department or project budget balances; enter the correct fiscal year, budget period and accounting period filters; enter the correct chartfield filters for each fund group; and interpret the Ledger Rollups search results.
This self-paced course covers the difference between the Commitment Control and GL Actuals ledgers. It shows which ledger the InfoPorte Ledger Rollups report is based on and the uses of this report. It also explains which reports are based on the GL Actuals ledger and the uses of those reports.
When purchasing a piece of equipment that is greater than $ 5,000, you must include asset management information in the purchase requisition for the piece of equipment and any associated coasts, including freight charges, discounts, trade-in values, and installation fees. This quick reference card lists the steps to add asset management information.
This document shows the process for fixing project or grant-related campus journals with budget errors that route to OSR for approval.
For pay dates that occur after October 1, 2017, you will notice a different appearance for your paystub. The payroll data in the improved paystub will be correct, although there will be some appearance differences on your paystub where your earnings, deductions, leave, etc. are displayed.
Salary projections are estimates of the amount of salary and fringe expenses you can expect to pay for an employee in the future, for a specific time period. This document explains how salary projections are calculated for employees based on the employee group, funding sources, and end dates.
During the 2016-2017 academic year, ConnectCarolina support staff shifted their focus from post-go-live stabilization support for finance, human resources and payroll applications to enhancing functionality, providing new reporting capabilities, and improving the usability of the system. Both campus and central administrative users benefited from the team’s efforts. This report highlights some of the most significant improvements and successes.
This poster preview includes helpful tips to keep in mind when completing eProcurement tasks, like entering chartfield strings in SpeedChart. You can email firstname.lastname@example.org to request a copy of this poster.
Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). These slides were used for a webinar and summarizes the changes in ConnectCarolina and InfoPorte.