Keyword: InfoPorte
This document is the Student Guide for the Financial Reporting with InfoPorte class. It covers finding budget balances and transactions for all major fund types, finding grant detail information, and the reconciling process.
Your available budget balances in InfoPorte fluctuate a lot more throughout the month than they did in FRS. This document explains the reason for this and some key related concepts.
This document explains the Fiscal Year and Budget Period filters to select to see 2015, 2016, and 2017 budget amounts and balances. It also explains the specific budget journals entered for 2016 budgets.
General information and tips and tricks for using InfoPorte.
Handout providing an introduction to reconciling in InfoPorte with information on how to view balances and reconcile transactions.
Student guide for the Purchase Requisitions and Receiving class. This document also contains useful information about searching by speedchart and for submitting invoices using the Vendor Invoice Submission Page (VISP).
A quick reference guide to using the navigation bar functions in a computer-based training to move throughout a course.
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.
Student guide for the Making University Deposits class.