Keyword: Trust

This webinar explains the three factors used when salary projections are calculated.

This self-paced course shows how to use the transactions and ledge rollups tabs in InfoPorte for reconciliation.

This self-paced course covers how to use the monthly management reports in InfoPorte for reconciliation.

This self-paced course explains the reconciliation process in InfoPorte.  It covers when and what to reconcile, based on your expenses and revenue.

This report shows balances and transactions by fund group. It is based on the Commitment Control ledgers.

Explains the purpose and navigation of the GL Ledger Inquiry page in ConnectCarolina, which shows balances based on the GL Actuals ledger.

Explains the purpose and navigation of the GL Ledger Inquiry page in ConnectCarolina, which shows balances based on the GL Actuals ledger.

An explanation of Trust sources and how to see balances in InfoPorte for Trusts with associated budgets.

Covers the changes in this release of InfoPorte.

This guide covers how to understand fund balances, how to find different fund balances using reports, and how to understand the search results in reports.