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Slides for the Reviewing Open Transactions demo.

Type: Slideshow / Presentation Categories: Finance Last Updated: March 26, 2015

This webinar covers tools and methods to identify open transactions.

Type: Webinar Categories: Finance Last Updated: March 31, 2015

Q&A document generated from discussion during the October 2015 PAAT webinar.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: October 27, 2015

Webinar held to introduce PAAT the day before it went live. Provides an overview of the tool and best practices.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: October 27, 2015

A quick guide for MOU leads to manage and maintain the approval workflow for their school or division.

Type: Quick Reference Categories: Finance Last Updated: September 2, 2014

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

This self-paced course describes how to identify what assets are tracked in the system, record an asset’s move from one physical location to another, look up assets in your department and create and print a report listing the assets in your department.

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

Student guide for the Making University Deposits class.

Type: Guide Categories: Finance Last Updated: May 20, 2019

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