Keyword: Budget

Steps for running a query in ConnectCarolina and the queries currently available to campus.

Top 10 Tips for Purchasing

Useful inquiries and tips for purchasing and receiving.

Student guide for the Purchase Requisitions and Receiving class. This document also contains useful information about searching by speedchart and for submitting invoices using the Vendor Invoice Submission Page (VISP).

This webinar covers tools and methods to identify open transactions.

Q&A document generated from discussion during the October 2015 PAAT webinar.

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.

An introduction to using employee and position searches, payroll reports, and SAS Reporting in InfoPorte.