Keyword: Workflow

Student guide for the Entering a Petty Cash Voucher to Replenish Funds class.

A quick reference on closing campus vouchers.

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.

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.

This self-paced course covers the request and approval process for new chartfield values.

This self-paced course covers the uses of campus vouchers, the different approval levels and the requirements for each approval level.

This self-paced course explains who can approve campus journals, how to navigate to the campus journal approval page, and what information to review when approving campus journals.

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

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

A quick guide that explains how to choose the correct effective date on an ePAR.