Keyword: Fund

For UNCGA: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

For UNCCH: A matrix of budget definitions and rulesets by fund type for FY 2018. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

For FY 2015: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.

This Quick Reference Card provides a brief overview of budget inquiries available in ConnectCarolina. Content includes how to confirm the available balance, determine if funds are available before requesting budget transfers, verify if funds were moved, investigate a budget check exception.

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.

This Computer-Based Training course describes the uses of a funding swap and explains how to use the funding swap ePAR form to change how a position or appointment is funded, and how to use the funding swap ePAR form to enter retroactive funding swaps.

This Computer-Based Training describes how to fund appointments and positions, make changes to the sources their funding comes from, and resolve errors that can occur when submitting changes to funding.

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 self-paced course describes the information to review when approving a budget transaction and how to make an approval action.

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.   .