Keyword: Purchasing

Provides a high-level overview of how ConnectCarolina changes the way data is made available to departmental systems.

A quick reference for creating a campus voucher.

Slides from the Contracts and Grants for Research Administrators class.

Have you noticed that unposted vouchers seem to disappear at the end of the month? They don’t really disappear—any vouchers that haven’t been posted get moved to the next month (which is called “voucher roll forward”).

Each financial transaction goes through a series of steps from start to finish. Understanding what those steps are for each transaction is helpful in understanding how ConnectCarolina works and in understanding the financial information you see in InfoPorte.

This self-paced course explains the chartfield structure in ConnectCarolina, including a thorough description and examples of each chartfield.

This guide is used for the class called, Requesting Suppliers and Independent Contractors. This guide covers how to: request a new supplier and a new independent contractor request changes to how a supplier or independent contractor is set up work with foreign suppliers and wire transfers complete the New Independent Contractor Predetermination Process

This quick reference provides the chartfields available to select for each campus journal type, such as a Billing journal type, Correcting journal type, and so on.    

This self-paced course describes the information to review when approving a vendor catalog requisition and a non-vendor catalog requisition.

This PowerPoint presentation accompanied the “Approving Financial Transactions” live demo. This presentation was intended for those who approve financial transactions in ConnectCarolina,including approving journal entries, purchase reqs, budget journals, deposits, independent contractor and vendor requests, and campus vouchers. This approval process is not used for Web Travel requests, which use the FRED approval system.