Resources

This quick reference guide covers how to find accounts on the OSR account tree, using Budget Overview Inquiry to see budget activity, finding budget balances in InfoPorte, and processing cost share commitments in ConnectCarolina.

Slides from the Contracts and Grants for Research Administrators class.

Online and searchable version of ConnectCarolina training manuals.

Have you noticed that unposted vouchers seem to disappear at the end of the month? They don’t really disappear—any vouchers that haven’t been posted get moved to the next month (which is called “voucher roll forward”).

Each financial transaction goes through a series of steps from start to finish. Understanding what those steps are for each transaction is helpful in understanding how ConnectCarolina works and in understanding the financial information you see in InfoPorte.

Student guide for the foundational ConnectCarolina HR course.

Common budget errors and their potential solutions.

This Quick Reference lists the core combo edits in ConnectCarolina used for all campus transactions. It also lists combo edits used specifically for athletics and foundations. It includes a description for each combo edit. This list provides a baseline for combo edits, as combo edits are added to the system on an ongoing basis.  

A quick reference on closing campus vouchers.

This quick reference guide describes how suppliers are classified and provides the appropriate procedures for requesting changes to a supplier’s information.