Skip to main content

This Quick Reference Card provides a brief overview of budget inquiries available in ConnectCarolina. Content includes how to confirm the available balance, determine if funds are available before requesting budget transfers, verify if funds were moved, investigate a budget check exception.

Type: Quick Reference Categories: Finance Last Updated: June 18, 2014

This webinar teaches how associated budgets work, when it applies, and how it affects your available balance.

Type: Webinar Categories: Finance Last Updated: July 30, 2015

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.

Type: Slideshow / Presentation Categories: Finance Last Updated: August 27, 2014

This self-paced course explains how to view a financial transaction that needs approval, the differences between an approver and a reviewer and the actions that an approver can take.

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

This self-paced course describes the information to review when approving a budget transaction and how to make an approval action.

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

This quick reference contains the following key information for processing campus journals: Transaction description and source code Attachment requirements Approval requirements      

Type: Quick Reference Categories: Finance Last Updated: December 9, 2016

Introduces the electronic Personnel Action Request (ePAR), the form used to enter all HR actions in ConnectCarolina.

Type: Quick Reference Categories: HR/Payroll Last Updated: December 15, 2016

A guide to common functionality, shortcuts, and navigation in ConnectCarolina.

Type: Quick Reference Categories: HR/Payroll Last Updated: December 14, 2016

This self-paced course will help you understand the difference between cost codes in ConnectCarolina and cost codes in InfoPorte. You’ll learn how to find the ledger balances for a ConnectCarolina program or cost code, find the accounts that make up the ledger balances, find the transactions that make up the ledger balances for each account, and look up a ConnectCarolina cost code.

Type: Computer-Based Training Categories: Finance, Reporting Last Updated: February 24, 2017

Find Finance Reports 1-4 on the computer-based training site to learn about ledgers, budget balances and how to find transactions.

Type: Computer-Based Training Categories: Finance, Reporting Last Updated: January 30, 2017