Resource Category: Finance
This webinar introduces petty cash management in ConnectCarolina. NOTE: this webinar uses old naming conventions for petty cash invoice numbers
These slides were used withe the “7 Key Concepts” webinar. The webinar covers these concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.
This recorded webinar captured a Finance User Group meeting. This meeting covered 7 key concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.
This self-paced course describes how to identify what assets are tracked in the system, record an asset’s move from one physical location to another, look up assets in your department and create and print a report listing the assets in your department.
Student guide for the Making University Deposits class.
An explanation of Trust sources and how to see balances in InfoPorte for Trusts with associated budgets.
This document lists the journal sources, which is the three-letter code indicating where the journal originated from. It is different from the source chartfield.
Part of a series of self-paced courses that covers available tools in InfoPorte.
A decision tree that helps the user select the correct form for making a salary source change, depending on the pay cycle type, wages type, and pay period.
This webinar introduces concepts for grants management for researchers using grants funds and their administrators.