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To prepare for the new travel & expense system, Concur, we are making changes to the Departmental Workflow page in ConnectCarolina so you can assign approvers.

Type: Webinar Categories: Finance Last Updated: April 23, 2020

These are the slides to webinar that explains the supplier portal pilot that begins March 9, 2020.

Type: Webinar Categories: Finance Last Updated: March 6, 2020

This webinar explains the supplier portal pilot that begins March 9, 2020.

Type: Webinar Categories: Finance Last Updated: March 6, 2020

This webinar explains the changes to Campus Vouchers effective 2/21/20 to prepare for the Supplier Portal.

Type: Webinar Categories: Finance Last Updated: February 18, 2020

This webinar gives an overview of the new Independent Contractor Speaker form that can be used when you need to pay a one-day speaker whose fee is $5,000 or less.

Type: Webinar Categories: Finance Last Updated: September 27, 2019

This recorded webinar shows changes that are coming with the Finance upgrade in December 2018.  Click to see the slides from the webinar. For more information about the upgrade, go the upgrade webpage.

Type: Webinar Categories: Finance Last Updated: December 5, 2018

Starting a new position is stressful and learning a new system at the same time can be all the more overwhelming. Join Cortney Alston of UNC-Chapel Hill’s Finance & Operations team as she provides insight on how to get the most out of onboarding new employees to PeopleSoft. New employee orientation often includes training on the organization’s policies and procedures as well as PeopleSoft. This session describes how the Finance & Operations team leverages best practices and current trends to increase engagement, retention, and improvement of PeopleSoft orientation training for staff in new Finance roles. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance, General Last Updated: November 9, 2018

In this session, we’ll look at the common reasons why your finance transactions, such as purchase requisitions, vouchers, and journals get errors. We’ll show you queries to identify those errors and suggestions for fixing the errors. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance Last Updated: October 30, 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 just view the slides from this presentation, click here.

Type: Webinar Categories: Finance Last Updated: October 25, 2018

This session provides an overview and background of the development of the Faculty Portal. The Faculty Portal is a comprehensive portal developed specifically for faculty utilizing PeopleSoft’s “Fluid” technology. In addition to the background information a demonstration of the portal will be provided. To just view the slides from this presentation, click here.

Type: Webinar Categories: Reporting, Research Last Updated: October 24, 2018