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 is a checklist for campus of Fiscal Year-End actions for 2016.
A comprehensive list of available finance reports and queries on a searchable web page.
A brief guide to viewing voucher statuses for campus vouchers and purchase order vouchers.
This self-paced course describes how billing areas use Bill Presentation to charge campus customers. It also covers how to use search parameters to run reports, how to understand and work with reports and how to view contact information for each billing area.
Handout providing an introduction to reconciling in InfoPorte with information on how to view balances and reconcile transactions.
Steps for running a query in ConnectCarolina and the queries currently available to campus.
Slides from the Petty Cash Vouchers class.
This self-paced course describes how to identify what assets are tracked in the system, record an asset’s move from one physical location to another, look up assets in your department and create and print a report listing the assets in your department.