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Handout providing an introduction to reconciling in InfoPorte with information on how to view balances and reconcile transactions.

Type: Quick Reference Categories: Finance Last Updated: February 1, 2015

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.

Type: Slideshow / Presentation Categories: Finance Last Updated: February 20, 2015

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.

Type: Webinar Categories: Finance Last Updated: March 1, 2015

Part of a series of self-paced courses that introduces the basic concepts for InfoPorte users.

Type: Computer-Based Training Categories: Reporting Last Updated: October 1, 2014

Slides for the Financial Reporting with InfoPorte class.

Type: Slideshow / Presentation Categories: Finance, Reporting Last Updated: July 24, 2019

This handout explain the new ability to use percentages or dollar amounts when entering information on the funding grid in an ePAR.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: September 15, 2015

This guide is used in the Creating Campus Vouchers class. This guide explains how to use the Campus Voucher option in ConnectCarolina to make payments (including to independent contractors), to enter credits, to replenish petty cash, to have checks cut, and to make cash advances.  The guide also explains how to create reusable templates for campus vouchers along with how to use those templates to create campus vouchers and how to modify the templates.  It also explains how to use the Voucher Inquiry option to see completed and in-process vouchers. This guide also touches briefly on how to find vouchers in InfoPorte reports.

Type: Guide Categories: Finance Last Updated: June 25, 2021

This PowerPoint Presentation accompanies the Banking class. This course covers bank reconciliation, bank transfers, wire transfers, and memo bank balancing.

Type: Slideshow / Presentation Categories: Finance Last Updated: September 1, 2014

This self-paced course covers how approvers can use the P-Card system to modify existing line level detail and charge a transaction to a different chartfield string besides the card’s default string. It also covers how to approve, reject and save transactions.

Type: Computer-Based Training Categories: Finance Last Updated: October 1, 2014

Explains changes to the funding grid in ePAR forms that make it possible to enter funding information either as percentages or dollar amounts.

Type: Quick Reference Categories: HR/Payroll Last Updated: September 30, 2015