Keyword: Vendors

Slides from the Contracts and Grants for Research Administrators class.

Have you noticed that unposted vouchers seem to disappear at the end of the month? They don’t really disappear—any vouchers that haven’t been posted get moved to the next month (which is called “voucher roll forward”).

Each financial transaction goes through a series of steps from start to finish. Understanding what those steps are for each transaction is helpful in understanding how ConnectCarolina works and in understanding the financial information you see in InfoPorte.

This quick reference guide describes how suppliers are classified and provides the appropriate procedures for requesting changes to a supplier’s information.

Slides for the Changes to WebTravel webinar.

This guide explains what cash advances are used for at the University, as well as how to create a campus voucher for a cash advance and how to settle a cash advance.

This Quick Reference Card contains the top 10 tips for entering campus vouchers, including entering invoice numbers, choosing the vendor’s location, adding notes & instructions or supporting documentation, using Speed Charts, UNC Item ID, and Category as well as information on troubleshooting errors and analyzing approvals.

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.

This guide is used for the class called, Requesting Suppliers and Independent Contractors. This guide covers how to: request a new supplier and a new independent contractor request changes to how a supplier or independent contractor is set up work with foreign suppliers and wire transfers complete the New Independent Contractor Predetermination Process

A webinar about changes to the Campus Vendor Request system coming early 2016. Includes information about the new Affiliate vendor class as well as information on what changes can be made to each vendor class.