When it comes to reports that show how an employee is funded, it’s not one-size-fits-all.  ConnectCarolina and InfoPorte have a variety of reports that show funding information at each step in the payroll process.  Each report gives a unique view of the information.  With all of these different reports, how do you know which report to use and when?  In this recorded webinar, we talk about which reports are best at each stage of the payroll funding process and why.  You can also find the slides and the quick reference card for understanding reports related to employee funding on CCinfo.unc.edu.

Type: Webinar Categories: Finance, HR/Payroll, Reporting Last Updated: June 27, 2018

When it comes to reports that show how an employee is funded, it’s not one-size-fits-all.  ConnectCarolina and InfoPorte have a variety of reports that show funding information at each step in the payroll process.  Each report gives a unique view of the information.  With all of these different reports, how do you know which report to use and when?  These slides accompany the recorded webinar and the quick reference card for understanding reports related to employee funding.

Type: Slideshow / Presentation Categories: Finance, HR/Payroll, Reporting Last Updated: June 27, 2018

The chart on this page shows, at a high level, how the payroll process works and where in the process reports pull information from.  The table on the back explains the reports listed on this page and when it’s helpful to use each one.

Type: Quick Reference Categories: Finance, HR/Payroll, Reporting Last Updated: June 25, 2018

These slides accompany the Understanding Salary Projections webinar that explains the three factors used to calculate salary projections.

Type: Slideshow / Presentation Categories: Finance, HR/Payroll, Reporting Last Updated: April 11, 2018

This webinar explains the three factors used when salary projections are calculated.

Type: Webinar Categories: Finance, HR/Payroll, Reporting, Research Last Updated: April 11, 2018

This webinar explains the changes that are coming to the timing of when vouchers and purchase requisitions, including eProcurement orders, are budget checked and when they show up in InfoPorte.

Type: Webinar Categories: Finance, Reporting Last Updated: January 24, 2018

This self-paced course shows how to use the transactions and ledge rollups tabs in InfoPorte for reconciliation.

Type: Computer-Based Training Categories: Finance, Reporting Last Updated: January 16, 2018

This self-paced course covers how to use the monthly management reports in InfoPorte for reconciliation.

Type: Computer-Based Training Categories: Finance, Reporting Last Updated: January 16, 2018

This self-paced course explains the reconciliation process in InfoPorte.  It covers when and what to reconcile, based on your expenses and revenue.

Type: Computer-Based Training Categories: Finance, Reporting Last Updated: January 16, 2018

This is a guide to the changes and fixes for InfoPorte release 7.1

Type: Quick Reference Categories: Reporting Last Updated: November 14, 2017