Keyword: Account
This self-paced course shows how to use the transactions and ledge rollups tabs in InfoPorte for reconciliation.
This self-paced course covers how to use the monthly management reports in InfoPorte for reconciliation.
This self-paced course explains the reconciliation process in InfoPorte. It covers when and what to reconcile, based on your expenses and revenue.
This document lists the 20 most frequently used category codes.
This quick reference guide provides details about choosing categories in ConnectCarolina.
This Excel spreadsheet contains a complete list of the category codes used in ConnectCarolina.
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.