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This self-paced course explains when transactions feed in to CBM, the reconciliation timeline, how to navigate to CBM, how to modify current charges, and how to work with chartfield strings in CBM.

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

This self-paced course explains the benefits of budgeting in ConnectCarolina, explains how budgeting works, reviews budget checking, and explains how this functionality impacts managing budgets at the University.

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

Provides two quick tips that can make entering chartfields in ePro and searching by SpeedChart easier and faster. https://ccinfo.unc.edu/wp-content/uploads/sites/219/2016/01/Tips-for-Entering-ePro-Chartfield-Strings-1.pdf

Type: Quick Reference Categories: Finance Last Updated: August 20, 2020

This self-paced course covers how to access and run the following PAAT reports: Review Pending Transactions; Current Suspense Charges; and Labor Expense Summary.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: February 1, 2016

This self-paced course covers how to request new chartfield values, request a new Source, delete a Source request and deactivate a Source.

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

Slides for the Reviewing Open Transactions demo.

Type: Slideshow / Presentation Categories: Finance Last Updated: March 26, 2015

This webinar covers tools and methods to identify open transactions.

Type: Webinar Categories: Finance Last Updated: March 31, 2015

Slides from the Petty Cash Vouchers class.

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

A guide to using the Payroll Accounting Adjustment Tool (PAAT), including how to enter and manage payroll adjustment and how to run PAAT reports.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: January 31, 2019

Lists Office of Sponsored Research Project ID Prefixes, Funds, and Source codes.

Type: Quick Reference Categories: Finance Last Updated: June 18, 2014