Resources

This document provides an overview of journal entries in PeopleSoft.

Information on the new Affiliates Report in Infoporte

The Affiliates Report shows information on all active affiliates or affiliates who were terminated within the last year

This quick reference card covers how to edit and resubmit a deposit that has been rejected by the Cashier’s Office.

This quick reference card shows how to correct chartfield strings on approved deposits and provides guidelines for adding electronic attachments.

The Salary Funding Report shows the funding sources for an employee’s salary, per job at UNC-Chapel Hill and UNC-General Administration. It is a funding based report and does not display all job data activity. This report shows how much of an employee’s salary is allocated to each funding source. You can run the report to see what is currently being used to fund an employee as well as enter a specific date range to see what has historically been used. You can filter by selecting an employee’s Home (Job) department as well as a Funding department. You can narrow your search results by applying specific fund, source, and/or project ID numbers as well by employee type, position number, or employee PID number.

The State Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.

Slides from the State Monthly Management Reports Webinar held 12/15. The State Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.

The Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.  

Full webinar presentation from 12/14/16 on Enhancements to the Correcting JE process.