This quick reference card details how you change the pay terms date when you’re creating a campus voucher.

Type: Quick Reference Categories: Finance Last Updated: December 11, 2017

Instructions for completing a help ticket to request a new ConnectCarolina program or cost code chartfield. The request must come from an MOU Lead.

Type: Spreadsheet Categories: Finance Last Updated: March 1, 2016

The University’s chartfields are changing with the transition to ConnectCarolina. This document will help you understand the new chartfield structure.  Also see the Chartfield Structure Insert.

Type: Quick Reference Categories: Finance Last Updated: July 10, 2014

This self-paced course explains the chartfield structure in ConnectCarolina, including a thorough description and examples of each chartfield.

Type: Computer-Based Training Categories: Finance Last Updated: August 1, 2014

This webinar demonstrates options for entering source chartfield value requests.

Type: Webinar Categories: Finance Last Updated: October 13, 2014

This webinar demonstrates the different options available for searching for chartfield codes.

Type: Webinar Categories: Finance Last Updated: July 1, 2014

A quick reference containing checklists on processing requisitions and processing vouchers for month-end and year-end.

Type: Quick Reference Categories: Finance Last Updated: August 2, 2016

This quick reference guide provides details about choosing categories in ConnectCarolina.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: April 28, 2017

This quick reference guide describes how vendors are classified and provides the appropriate procedures for requesting changes to a vendor’s information.

Type: Quick Reference Categories: Finance Last Updated: January 7, 2016

A quick reference on closing campus vouchers.

Type: Quick Reference Categories: Finance Last Updated: October 27, 2014

This Quick Reference lists the core combo edits in ConnectCarolina used for all campus transactions. It also lists combo edits used specifically for athletics and foundations. It includes a description for each combo edit. This list provides a baseline for combo edits, as combo edits are added to the system on an ongoing basis.  

Type: Quick Reference Categories: Finance Last Updated: December 11, 2014

This Quick Reference introduces the ConnectCarolina process of employee funding. Provides an overview of how to enter initial funding, perform a budget check, and enter funding source changes.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: August 30, 2016

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This document summarizes the changes in ConnectCarolina and InfoPorte.

Type: Quick Reference Categories: Finance, Reporting Last Updated: May 23, 2017

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). These slides were used for a webinar and summarizes the changes in ConnectCarolina and InfoPorte.

Type: Slideshow / Presentation Categories: Finance, Reporting Last Updated: May 19, 2017

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This webinar discusses the changes in ConnectCarolina and InfoPorte.

Type: Webinar Categories: Finance, Reporting Last Updated: May 19, 2017

Common budget errors and their potential solutions.

Type: Quick Reference Categories: Finance Last Updated: March 19, 2015

This document shows where the information on the original PI Dashboard is located on the new PI Dashboard in InfoPorte.  For more information about the new PI Dashboard, refer to the Working With the PI Dashboard reference card.

Type: Quick Reference Categories: Research Last Updated: September 15, 2017

This Excel spreadsheet contains a complete list of the category codes used in ConnectCarolina.

Type: Spreadsheet Categories: HR/Payroll Last Updated: April 26, 2017

This report shows fund and cash balances, and revenue and expenses, by source. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016

The basics of using the ConnectCarolina system, including logging in, signing out, getting help, searching, using multiple windows, assigning favorites, and navigating.

Type: Quick Reference Categories: General Last Updated: December 13, 2016

This self-paced course explains what ConnectCarolina is, how to sign on and off and manage your session, how employee roles determine system access and how to secure your session.

Type: Computer-Based Training Categories: General Last Updated: December 13, 2016

This self-paced course covers topics such as accessing and navigating the system, working with Favorites, using search functions and working in multiple sessions.

Type: Computer-Based Training Categories: Finance Last Updated: December 13, 2016

Student guide for the foundational ConnectCarolina HR course.

Type: Guide Categories: HR/Payroll Last Updated: June 18, 2015

This guide covers how to view your class schedule, download class rosters, create Academic Progress Reports (APRs), and how to email students in a class.

Type: Quick Reference Categories: Student Admin Last Updated: August 21, 2017

Each financial transaction goes through a series of steps from start to finish. Understanding what those steps are for each transaction is helpful in understanding how ConnectCarolina works and in understanding the financial information you see in InfoPorte.

Type: Quick Reference Categories: Finance Last Updated: February 1, 2015

Have you noticed that unposted vouchers seem to disappear at the end of the month? They don’t really disappear—any vouchers that haven’t been posted get moved to the next month (which is called “voucher roll forward”).

Type: Quick Reference Categories: Finance Last Updated: February 1, 2015

Online and searchable version of ConnectCarolina training manuals.

Type: Web page Categories: General Last Updated: January 1, 2001

OUTAGE: There will be a ConnectCarolina maintenance outage on Saturday, September 16, beginning at 5:00 a.m. and ending at approximately 12:00 p.m. This affects the Student Administration component of ConnectCarolina and the ePAR hire form for HR/Payroll as well as some services related to Onyen, PID and Guest ID.   The Finance component is NOT affected by this outage. During the September 16 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: 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 admissions (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)   Questions/Problems: Help Desk: 919-962-HELP or help.unc.edu For the most up-to-date system status, please go to https://status.its.unc.edu/ We appreciate your cooperation. https://ccinfo.unc.edu/files/2017/09/ConnectCarolina-Student-Administration-Maintenance-Outage.pdf

Type: Categories: Last Updated: September 15, 2017

A guide to common functionality, shortcuts, and navigation in ConnectCarolina.

Type: Quick Reference Categories: HR/Payroll Last Updated: December 14, 2016

Slides from the Contracts and Grants for Research Administrators class.

Type: Slideshow / Presentation Categories: Finance Last Updated: September 1, 2014