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Shows all invoices that have been processed through the ConnectCarolina billing system for OSR for a given project, contract, sponsor, or principal investigator Based on actual, posted transactions to the general ledger Shows all invoices created in the system since go-live on October 1, 2014 Invoices prior to October 1, 2014 were billed from other systems, so you’ll need to check with OSR on those if you have questions This is a SAS Web Report Studio report in InfoPorte located on the OSR Campus Reports tab

Type: Guide Categories: Finance, Reporting, Research Last Updated: September 17, 2019

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.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 29, 2016

This is the Power Point presentation for the F&A Formula Allocation Report. The webinar explains the following: the components of F&A budget, the formula allocation, how to run the F&A Formula Allocation Report, and how to look up budget journals on the InfoPorte Transactions tab.

Type: Slideshow / Presentation Categories: Finance Last Updated: September 21, 2016

This is the recording for the live F&A Formula Allocation Report webinar. The webinar explains the following: the components of F&A budget, the formula allocation, how to run the F&A Formula Allocation Report, and how to look up budget journals on the InfoPorte Transactions tab.  

Type: Webinar Categories: Finance Last Updated: September 21, 2016

This is a recording of a presentation made at the 2016 OSR Symposium. The presentation provides key information needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

Type: Webinar Categories: Finance, HR/Payroll, Reporting, Research Last Updated: August 22, 2016

This quick reference accompanies the Useful Reports and Queries for Research Administrators presentation. This reference provides a list of reports discussed in the presentation, and where and how to access them.

Type: Quick Reference Categories: Finance, Research Last Updated: August 5, 2016

This report is an income statement. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016

This report shows payments made to faculty who work during the summer, and overload payments to faculty. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016

This report shows fund and cash balances, and revenue and expenses, by source. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 17, 2019

This report shows fund, cash, and other balances relevant to foundation reporting. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 17, 2019