Keyword: balance

Slides from the Receiving and Inquiries, Part II large venue demo.

These slides were used withe the “7 Key Concepts” webinar. The webinar covers these concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.

This recorded webinar captured a Finance User Group meeting. This meeting covered 7 key concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.

An explanation of Trust sources and how to see balances in InfoPorte for Trusts with associated budgets.

This guide covers how to understand fund balances, how to find different fund balances using reports, and how to understand the search results in reports.

Slides for the Financial Reporting with InfoPorte class.

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.

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

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.

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