Keyword: Ledger
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 self-paced course explains the benefits of budgeting in ConnectCarolina, explains how budgeting works, reviews budget checking, and explains how this functionality impacts managing budgets at the University.
Handout providing an introduction to reconciling in InfoPorte with information on how to view balances and reconcile transactions.
Q&A document generated from discussion during the October 2015 PAAT webinar.
Summary and detailed description of the new reports released on June 15, 2015, specifically focusing on reports for fiscal year-end. Also includes summaries of new reports coming soon.
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.