This self-paced course covers how to use the monthly management reports in InfoPorte for reconciliation.
This self-paced course explains the reconciliation process in InfoPorte. It covers when and what to reconcile, based on your expenses and revenue.
Salary projections are estimates of the amount of salary and fringe expenses you can expect to pay for an employee in the future, for a specific time period. This document explains how salary projections are calculated for employees based on the employee group, funding sources, and end dates.
This document can be used as a quick reference to view select expenses by fund type.
The Salary Funding Report shows the funding sources for an employee’s salary, per job at UNC-Chapel Hill and UNC-General Administration. It is a funding based report and does not display all job data activity. This report shows how much of an employee’s salary is allocated to each funding source. You can run the report to see what is currently being used to fund an employee as well as enter a specific date range to see what has historically been used. You can filter by selecting an employee’s Home (Job) department as well as a Funding department. You can narrow your search results by applying specific fund, source, and/or project ID numbers as well by employee type, position number, or employee PID number.
This is a guide to the changes and fixes for InfoPorte release 6.7.2.
This is the PowerPoint deck used for the Suspense Management Reports webinar. The content contains: the importance of managing suspense particularly for Project Closeout, the Funding End Date Notification Report, the Suspense Analysis Report, and queries for managing open transactions for Project Closeout.
The Suspense Management Reports webinar demonstrates the importance of managing suspense particularly for Project Closeout, the Funding End Date Notification Report, the Suspense Analysis Report, and queries for managing open transactions for Project Closeout.
This procedure explains and demonstrates the GL Activity tab in InfoPorte. This tab shows journals for all account types: assets, liabilities, expenses, revenue, and fund balance. This document explains what each line on the tab represents and how it is different from the InfoPorte Transactions tab.
This is a procedure containing the steps for running the Funding End Date Notification Report, a report that shows current and future payroll suspense charges based on current funding. The procedure also describes the information found on the report results, including the reason for the suspense, the employee name, and the amount in suspense.