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Resource Categories: Finance
Version Date: March 1, 2015

This recorded webinar captured a Finance User Group meeting. This meeting covered 7 key concepts:

  1. Most transactions go through 5 basic steps.
  2. Vouchers manage payments in ConnectCarolina.
  3. Information about budgets is tracked separately from information about actual transactions.
  4. Once a transaction is budget-checked, you see it in
  5. Unposted GL journals are deleted at month end.
  6. Our new accounting method is called the accrual
  7. Unposted vouchers are rolled forward at the
    end of the month.