Skip to main content

This guide accompanies the Campus Budgets class. Includes information about budget control and budget checking, entering budget journals and transfers, and how to find your available balances.

Type: Guide Categories: Finance Last Updated: July 6, 2020

This PowerPoint presentation accompanies the Campus Budget class. Includes information about budget control, budget checking, and how to enter budget journals and transfers.

Type: Slideshow / Presentation Categories: Finance Last Updated: May 20, 2019

This Quick Reference identifies the following for each transaction type: Whether campus approval is required Whether self approval is allowed    

Type: Quick Reference Categories: Finance Last Updated: September 15, 2014

For UNCGA: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

Type: Quick Reference Categories: Finance Last Updated: June 5, 2015

For UNCCH: A matrix of budget definitions and rulesets by fund type for FY 2018. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

Type: Quick Reference Categories: Finance Last Updated: July 12, 2017

For FY 2015: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

Type: Quick Reference Categories: Finance Last Updated: June 30, 2014

This Quick Reference Card provides a brief overview of budget inquiries available in ConnectCarolina. Content includes how to confirm the available balance, determine if funds are available before requesting budget transfers, verify if funds were moved, investigate a budget check exception.

Type: Quick Reference Categories: Finance Last Updated: June 18, 2014

This Computer-Based Training course covers the definition and uses of lump sum payments. It also describes the type of information needed to enter and fund a lump sum payment.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: September 1, 2014

This Computer-Based Training course explains what an affiliate is and how to complete the Add or Update an Affiliate ePAR form. It also explains the process for requesting a PID for an affiliate and how to use the affiliate ePAR form to add or update affiliates.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: February 1, 2015

This Computer-Based Training course describes the uses of a funding swap and explains how to use the funding swap ePAR form to change how a position or appointment is funded, and how to use the funding swap ePAR form to enter retroactive funding swaps.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: September 1, 2014