Keyword: Financial

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

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.

Slides from the Contracts and Grants for Research Administrators class.

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.

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

This webinar demonstrates options for entering source chartfield value requests.

This guide is used in the Creating Campus Vouchers class. This guide explains how to use the Campus Voucher option in ConnectCarolina to make payments (including to independent contractors), to enter credits, to replenish petty cash, to have checks cut, and to make cash advances.  The guide also explains how to create reusable templates for campus vouchers along with how to use those templates to create campus vouchers and how to modify the templates.  It also explains how to use the Voucher Inquiry option to see completed and in-process vouchers. This guide also touches briefly on how to find vouchers in InfoPorte reports.

This Student Guide accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.  

This PowerPoint Presentation accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.      

This PowerPoint Presentation accompanies the Banking class. This course covers bank reconciliation, bank transfers, wire transfers, and memo bank balancing.