Skip to main content

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

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 17, 2019

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

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 17, 2019

This is a checklist for campus of Fiscal Year-End actions for 2016.

Type: Quick Reference Categories: Finance Last Updated: June 29, 2016

A comprehensive list of available finance reports and queries on a searchable web page.

Type: Web page Categories: Finance, Reporting Last Updated: April 1, 2016

A brief guide to viewing voucher statuses for campus vouchers and purchase order vouchers.

Type: Quick Reference Categories: Finance Last Updated: October 21, 2014

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.

Type: Computer-Based Training Categories: Finance Last Updated: September 1, 2015

Handout providing an introduction to reconciling in InfoPorte with information on how to view balances and reconcile transactions.

Type: Quick Reference Categories: Finance Last Updated: February 1, 2015

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

Type: Quick Reference Categories: Reporting Last Updated: June 3, 2015

Slides from the Petty Cash Vouchers class.

Type: Slideshow / Presentation Categories: Finance Last Updated: November 10, 2014

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.

Type: Computer-Based Training Categories: Finance Last Updated: September 1, 2014