Opportunity for Procurement Services to share an overview of P-Card basics including recent program updates, policy changes, best practices, and resources with Connect Carolina users. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 23, 2018

The Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Finance, Research Last Updated: October 23, 2018

In this presentation, attendees will receive tools and ideas used by the Vice Chancellor for Research’s Research Administration Service Center to provide customers with accurate and understandable reports from raw data exported from UNC Finance Systems (InfoPorte). These tools should provide (1) an increase in transparency by allowing Researchers to make informed financial decisions, (2) a reduction in reporting errors by eliminating and/or reducing manual entry and, (3) a reduction in the time taken to generate reports by increasing automation through the use of formulas. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Reporting, Research Last Updated: October 23, 2018

Designed and developed exclusively for higher education admissions Slate handles online applications, online reading, and online decisions ensuring that every aspect of the admissions process benefit. With a few easy steps you can review and manage all interactions, communications, applications, test scores, relationships, and materials, in one comprehensive area. More than 1 billion email and text messages are sent through Slate each year. Plan and organize travel, schedule events with customizable templates, and automate communications and reminders to prospective students, registrants, and affiliates. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Student Admin Last Updated: October 26, 2018

InfoPorte Student Reports is the go-to tool for campus users for gathering student data. But learning to use the tool can be over-whelming. Not to worry! This session will cover how to pull data from the three main InfoPorte Student Records reports: Term Enrollment, Degree Candidates, and Degree Recipients. I will explain all of the fields and buttons on the screen, as well as “Best Practice” methods for getting all necessary data. From deciding which data fields to select to exporting the results, I’ll provide a step-by-step process that’s easy to follow. If you’ve never tried to use InfoPorte or even if you have, but gave up, have no fear! I’m here to help. “You got this”!

Type: Slideshow / Presentation Categories: Student Admin Last Updated: October 23, 2018

This session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly.

Type: Slideshow / Presentation Categories: Student Admin Last Updated: October 23, 2018

Come join us to learn some tips and tricks for using and navigating through InfoPorte.

Type: Slideshow / Presentation Categories: Reporting Last Updated: October 23, 2018

Does the thought of all that paperwork necessary to request a foreign vendor ID and to pay a foreign vendor leave you feeling stressed out? This presentation offers some practical “do’s” and “don’ts” with respect to setting up as well as paying foreign vendors. There will be a brief overview of the required documents. We will also discuss some of the common issues which frequently arise when trying to set up or pay a foreign vendor. Departmental representatives, such as accounting technicians and managers, who are tasked with setting up and/or paying foreign vendors will find this session useful. Those who are new to foreign vendors may benefit from this session by learning some recommended best practices thus developing good habits early on. More experienced staff may develop a deeper understanding of the processes and procedures surrounding setting up and paying foreign vendors. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 23, 2018

How many of these questions can you answer? What is a trust fund? Is there more than one kind? Where do we get the money for a trust fund? How is a trust fund different from other types of funds? Does a trust fund use cash, budget, both, or none of these? What is ABC and AB? This session takes a closer look at trust funds and Tips and Tricks for using and reporting for Trust Funds. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 23, 2018

Join us for a presentation to help you understand how to edit/delete campus journals and data collect batches. We will share common and frequently asked questions. This is a great opportunity to pick-up tips and discuss common issues.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 23, 2018