Resources

This Computer-Based Training describes how to fund appointments and positions, make changes to the sources their funding comes from, and resolve errors that can occur when submitting changes to funding.

This PowerPoint Presentation accompanies the Banking class. This course covers bank reconciliation, bank transfers, wire transfers, and memo bank balancing.

Slides to accompany the Associated Budgets webinar.

This webinar teaches how associated budgets work, when it applies, and how it affects your available balance.

This self-paced course describes the information to review when approving a vendor catalog requisition and a non-vendor catalog requisition.

This self-paced course explains the information you need to review when approving a PAAT adjustment. It also covers the step-by-step instructions to Approve or Recycle an adjustment and the approval route an adjustment follows.

This self-paced course covers how approvers can use the P-Card system to modify existing line level detail and charge a transaction to a different chartfield string besides the card’s default string. It also covers how to approve, reject and save transactions.

This self-paced course explains how an individual qualifies as an independent contractor, the approval levels and the requirements to approve or deny an independent contractor in the predetermination process.

This PowerPoint presentation accompanied the “Approving Financial Transactions” live demo. This presentation was intended for those who approve financial transactions in ConnectCarolina,including approving journal entries, purchase reqs, budget journals, deposits, independent contractor and vendor requests, and campus vouchers. This approval process is not used for Web Travel requests, which use the FRED approval system.

This self-paced course explains how to view a financial transaction that needs approval, the differences between an approver and a reviewer and the actions that an approver can take.