This Computer-Based Training course describes the uses of a funding swap and explains how to use the funding swap ePAR form to change how a position or appointment is funded, and how to use the funding swap ePAR form to enter retroactive funding swaps.
This Computer-Based Training course explains what an affiliate is and how to complete the Add or Update an Affiliate ePAR form. It also explains the process for requesting a PID for an affiliate and how to use the affiliate ePAR form to add or update affiliates.
This Computer-Based Training course covers the definition and uses of lump sum payments. It also describes the type of information needed to enter and fund a lump sum payment.
This Quick Reference Card provides a brief overview of budget inquiries available in ConnectCarolina. Content includes how to confirm the available balance, determine if funds are available before requesting budget transfers, verify if funds were moved, investigate a budget check exception.
For FY 2015: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.
For UNCCH: A matrix of budget definitions and rulesets by fund type for FY 2018. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.
For UNCGA: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.
This reference card, translated into Burmese, gives step-by-step instructions for how to find your W-2 in ConnectCarolina with 2-Step Verification. For more information on how to register your device for 2-Step Verification, visit help.unc.edu/duo.
This Quick Reference identifies the following for each transaction type: Whether campus approval is required Whether self approval is allowed
This PowerPoint presentation accompanies the Campus Budget class. Includes information about budget control, budget checking, and how to enter budget journals and transfers.
This guide accompanies the Campus Budgets class. Includes information about budget control and budget checking, entering budget journals and transfers, and how to find your available balances.
This quick reference contains the following key information for processing campus journals: Transaction description and source code Attachment requirements Approval requirements
This quick reference provides the chartfields available to select for each campus journal type, such as a Billing journal type, Correcting journal type, and so on.
Full webinar presentation from 12/14/16 on Enhancements to the Correcting JE process.
This quick reference identifies the allowable debit and credit account pairings for the Billing campus journal type.
This PowerPoint Presentation accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.
This Student Guide accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.
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.
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.
A quick reference for cash advances with account codes, scenarios, and naming conventions.
Webinar on how to create and settle cash advances in ConnectCarolina.
Slides for the Cash Advances webinar.
Student guide for the Cash Advances webinar.
A look at who uses CBM and Bill Presentation, an explanation of the process for how payments move into CBM, form field guidelines, and access instructions.
As part of the Spring 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on Thursday, January 25th, starting at 5:00 pm and ending around 12:00 am. Census is the official date the University reports enrollment. Faculty, students and staff will not be able to access ConnectCarolina Student Center during this time. Finance functions are not affected by this outage, but the Hire ePAR form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. List of affected ConnectCarolina applications During the January 25 outage, these ConnectCarolina applications may experience limited or no functionality: Student Administration Third-Party Proxy Access ePAR hire form TouchNet (students and third-party proxies cannot pay bills; applicants cannot pay enrollment deposits) Some Guest ID and Onyen update services PID Create UNC Directory (lookups available but not updates) UNC Online applications for enrollment (Summer School, Nursing, Part-time Studies, etc.) Friday Center applications (CPPSReg, PDEPReg, CEU, FCCPS) If you have questions or problems … Contact the Service Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.
Beginning Monday, Oct. 5, 2015, users of ePAR forms will notice changes to the funding grid that will make it possible to enter funding information either as percentages or dollar amounts. This brief webinar reviews the changes.
Explains changes to the funding grid in ePAR forms that make it possible to enter funding information either as percentages or dollar amounts.
This handout explain the new ability to use percentages or dollar amounts when entering information on the funding grid in an ePAR.
Webinar covering changes to the WebTravel System that went live with ConnectCarolina Finance.
Slides for the Changes to WebTravel webinar.