Keyword: Cash

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

Slides from the Petty Cash Vouchers class.

This webinar introduces petty cash management in ConnectCarolina. NOTE: this webinar uses old naming conventions for petty cash invoice numbers

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.

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.

Student guide for the Entering a Petty Cash Voucher to Replenish Funds class.

A quick reference for creating a campus voucher.

A quick reference guide to creating a deposit in ConnectCarolina.

Have you noticed that unposted vouchers seem to disappear at the end of the month? They don’t really disappear—any vouchers that haven’t been posted get moved to the next month (which is called “voucher roll forward”).