Keyword: GL

Memo to University Research Administrators describing upcoming changes to the way subcontract invoices are processed for payment.

Describes the Office of Sponsored Research process, ConnectCarolina navigation, job name, and performer for generating awards/grants to cash.

These slides were used withe the “7 Key Concepts” webinar. The webinar covers these concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.

This recorded webinar captured a Finance User Group meeting. This meeting covered 7 key concepts: Most transactions go through 5 basic steps. Vouchers manage payments in ConnectCarolina. Information about budgets is tracked separately from information about actual transactions. Once a transaction is budget-checked, you see it in InfoPorte. Unposted GL journals are deleted at month end. Our new accounting method is called the accrual method. Unposted vouchers are rolled forward at the end of the month.

An explanation of Trust sources and how to see balances in InfoPorte for Trusts with associated budgets.

Covers the changes in this release of InfoPorte.

Covers the changes in this release of InfoPorte.

Student guide for the Funding Swaps course.

Slides from the Funding Swaps and Lump Sum Payments class

This guide covers how to understand fund balances, how to find different fund balances using reports, and how to understand the search results in reports.