Skip to main content

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.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 29, 2016

This is a recording of a presentation made at the 2016 OSR Symposium. The presentation provides key information 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.

Type: Webinar Categories: Finance, HR/Payroll, Reporting, Research Last Updated: August 22, 2016

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.

Type: Slideshow / Presentation Categories: Finance, Research Last Updated: August 5, 2016

This report shows fund and cash balances, and revenue and expenses, by source. It is based on the GL Actuals ledger.

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

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

This report shows all payments received from sponsors since go-live on 10/1/2014.

Type: Guide Categories: Reporting, Research Last Updated: December 13, 2018

Explains the purpose and navigation of the GL Ledger Inquiry page in ConnectCarolina, which shows balances based on the GL Actuals ledger.

Type: Webinar Categories: Reporting Last Updated: May 25, 2016

Explains the purpose and navigation of the GL Ledger Inquiry page in ConnectCarolina, which shows balances based on the GL Actuals ledger.

Type: Guide Categories: Reporting Last Updated: April 7, 2017