Keyword: Chartfield

This Computer-Based Training course covers the definition and uses of lump sum payments. It also describes the type of information needed to enter and fund a lump sum payment.

Slides to accompany the Associated Budgets webinar.

This webinar teaches how associated budgets work, when it applies, and how it affects your available balance.

This self-paced course explains the information you need to review when approving a PAAT adjustment. It also covers the step-by-step instructions to Approve or Recycle an adjustment and the approval route an adjustment follows.

This PowerPoint presentation accompanied the “Approving Financial Transactions” live demo. This presentation was intended for those who approve financial transactions in ConnectCarolina,including approving journal entries, purchase reqs, budget journals, deposits, independent contractor and vendor requests, and campus vouchers. This approval process is not used for Web Travel requests, which use the FRED approval system.

This self-paced course covers the request and approval process for new chartfield values.

This self-paced course covers the uses of campus vouchers, the different approval levels and the requirements for each approval level.

This self-paced course explains who can approve campus journals, how to navigate to the campus journal approval page, and what information to review when approving campus journals.

This spreadsheet shows how object codes from the legacy system mapped to the ConnectCarolina account codes.  The spreadsheet has three tabs: UNCCH Accounts, which lists the general ledger accounts that were loaded into ConnectCarolina for UNC-Chapel Hill. UNCGA Account, which lists all the general ledger accounts that were loaded into ConnectCarolina for UNC General Administration. All FRS Object Codes, which lists every object code and the  ConnectCarolina account it mapped to.   .

This quick reference guide lists account codes for budgeting on State child accounts.