Resource Category: Finance
This PowerPoint presentation accompanied the “Approving Financial Transactions” live demo. This presentation was intended for those who approve financial transactions in ConnectCarolina,including approving journal entries, purchase reqs, budget journals, deposits, independent contractor and vendor requests, and campus vouchers. This approval process is not used for Web Travel requests, which use the FRED approval system.
This self-paced course explains how to view a financial transaction that needs approval, the differences between an approver and a reviewer and the actions that an approver can take.
This self-paced course covers the request and approval process for new chartfield values.
This self-paced course covers the uses of campus vouchers, the different approval levels and the requirements for each approval level.
This self-paced course explains who can approve campus journals, how to navigate to the campus journal approval page, and what information to review when approving campus journals.
This self-paced course describes the information to review when approving a budget transaction and how to make an approval action.
This self-paced course explains when to use PAAT and the difference between a PAAT adjustment and a Funding Swap ePAR. It also covers the steps you’ll need to take to create, manage and submit a PAAT adjustment.
This spreadsheet shows how object codes from the legacy system mapped to the ConnectCarolina account codes. The spreadsheet has three tabs: UNCCH Accounts, which lists the general ledger accounts that were loaded into ConnectCarolina for UNC-Chapel Hill. UNCGA Account, which lists all the general ledger accounts that were loaded into ConnectCarolina for UNC General Administration. All FRS Object Codes, which lists every object code and the ConnectCarolina account it mapped to. .
This quick reference guide lists account codes for budgeting on State child accounts.
A quick reference containing checklists on processing requisitions and processing vouchers for month-end and year-end.