Keyword: Voucher

Handout providing an introduction to reconciling in InfoPorte with information on how to view balances and reconcile transactions.

Slides from the Receiving and Inquiries, Part II large venue demo.

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

Useful inquiries and tips for purchasing and receiving.

Slides for the Reviewing Open Transactions demo.

This webinar covers tools and methods to identify open transactions.

Slides from the Petty Cash Vouchers class.

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.

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.

Covers the changes in this release of InfoPorte.