Keyword: Transaction

This guide covers what data can be accessed in Finan$eer, how Finan$eer differs from the Finance Legacy Data Warehouse, and how to access and search for transactions in Finan$eer.

This self-paced course explains when transactions feed in to CBM, the reconciliation timeline, how to navigate to CBM, how to modify current charges, and how to work with chartfield strings in CBM.

Slides from the Understanding Combo Edits class.

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.

Guide for creating HR actions for students.

This self-paced course covers how to access and run the following PAAT reports: Review Pending Transactions; Current Suspense Charges; and Labor Expense Summary.

This self-paced course covers how to perform project budget overview inquiries on grants and contracts to analyze expenses.

Steps for running a query in ConnectCarolina and the queries currently available to campus.

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).

Student guide on how to use queries to identify open transactions and steps to take to close “stuck” transactions.