Keyword: Account

Form that must be completed and sent to jkledoux@email.unc.edu prior to changing the Account number on an Accounts Payable voucher that has already posted to the general ledger.

This procedure explains and demonstrates the GL Activity tab in InfoPorte. This tab shows journals for all account types: assets, liabilities, expenses, revenue, and fund balance. This document explains what each line on the tab represents and how it is different from the InfoPorte Transactions tab.

The procedure explain at a high level the factors that comprise the F&A formula allocation equation, demonstrates how to run the F&A Formula Allocation Report, and interpret the results of the report.

This Quick Reference Card provides instructions for viewing the status of any type of voucher in ConnectCarolina and provides steps for accessing a PO voucher.

This Quick Reference Card provides instructions for accessing the status and payment details associated with an individual Purchase Order invoice in ConnectCarolina.  

The PowerPoint presentation identifies some key information areas needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

This report shows fund, cash, and other balances relevant to foundation reporting. It is based on the GL Actuals ledger.

This report shows fund balances by department at different account levels. It is based on the GL Actuals ledger.

This report shows balances and transactions by fund group. It is based on the Commitment Control ledgers.

In May 2016, after many years of great service, the mainframe computer was shut down, capping a year-long effort to decommission the legacy systems. This page collects in one place instructions for where to find information from legacy systems, and also how access is given for the legacy systems that are still up and running.