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This quick reference guide covers how to find accounts on the OSR account tree, using Budget Overview Inquiry to see budget activity, finding budget balances in InfoPorte, and processing cost share commitments in ConnectCarolina.

Type: Quick Reference Categories: Finance, Research Last Updated: October 23, 2015

Slides from the Contracts and Grants for Research Administrators class.

Type: Slideshow / Presentation Categories: Finance Last Updated: September 1, 2014

Online and searchable version of ConnectCarolina training manuals.

Type: Web page Categories: General Last Updated: January 1, 2001

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”).

Type: Quick Reference Categories: Finance Last Updated: March 22, 2018

Each financial transaction goes through a series of steps from start to finish. Understanding what those steps are for each transaction is helpful in understanding how ConnectCarolina works and in understanding the financial information you see in InfoPorte.

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

Student guide for the foundational ConnectCarolina HR course.

Type: Guide Categories: HR/Payroll Last Updated: June 18, 2015

A quick reference on closing campus vouchers.

Type: Quick Reference Categories: Finance Last Updated: October 27, 2014

This quick reference guide describes how suppliers are classified and provides the appropriate procedures for requesting changes to a supplier’s information.

Type: Quick Reference Categories: Finance Last Updated: February 28, 2019

This webinar demonstrates the different options available for searching for chartfield codes.

Type: Webinar Categories: Finance Last Updated: July 1, 2014

This webinar demonstrates options for entering source chartfield value requests.

Type: Webinar Categories: Finance Last Updated: October 13, 2014