This quick reference guide covers how to monitor your grant’s burn rate, do a quick balance and end date check for all projects, find budget balances, and look up details about your grant.
This quick reference guide covers how to find accounts on the OSR account tree, using Budget Overview Inquiry to see budget activity, finding budget balances in InfoPorte, and processing cost share commitments in ConnectCarolina.
This quick reference card shows how to correct chartfield strings on approved deposits and provides guidelines for adding electronic attachments.
A quick reference on how to correct unbalanced deposits by using the Totals and Payments tabs.
A quick reference for creating a campus voucher.
A step-by-step guide to creating a deposit in ConnectCarolina.
This Quick Reference Card provides instructions for creating a receipt for a Purchase Order in ConnectCarolina.
This webinar details how to use the new template functionality for campus vouchers, including how to: create templates use templates to create a campus voucher modify templates For more information, you can use the Working With Voucher Templates guide.
This guide is used in the Creating Campus Vouchers class. This guide explains how to use the Campus Voucher option in ConnectCarolina to make payments (including to independent contractors), to enter credits, to replenish petty cash, to have checks cut, and to make cash advances. The guide also explains how to create reusable templates for campus vouchers along with how to use those templates to create campus vouchers and how to modify the templates. It also explains how to use the Voucher Inquiry option to see completed and in-process vouchers. This guide also touches briefly on how to find vouchers in InfoPorte reports.
Step-by-step guide to deleting a campus voucher that you’ve created.
Provides a high-level overview of how ConnectCarolina changes the way data is made available to departmental systems.
This quick reference card covers how to edit and resubmit a deposit that has been rejected by the Cashier’s Office.
Student guide for the Entering a Credit on a Campus Voucher class.
Student guide for the Entering a Petty Cash Voucher to Replenish Funds class.
Student guide to the course on Entering a Retroactive Funding Swap.
This guide covers fiscal year 2017-18 annual salary increases.
Slides from the Entering Source Chartfield Value Requests class.
A quick guide that explains how to choose the correct effective date on an ePAR.
Guide to EPA Student Short Work Break.
Introduces the electronic Personnel Action Request (ePAR), the form used to enter all HR actions in ConnectCarolina.
This poster preview includes helpful tips to keep in mind when completing eProcurement tasks, like entering chartfield strings in SpeedChart. You can email firstname.lastname@example.org to request a copy of this poster.
A quick reference that addresses commonly asked questions and provides top tips for using ePro.
Student guide for the ePro Vendor Catalog class.
This document can be used as a quick reference to view select expenses by fund type.
This is the Power Point presentation for the F&A Formula Allocation Report. The webinar explains the following: the components of F&A budget, the formula allocation, how to run the F&A Formula Allocation Report, and how to look up budget journals on the InfoPorte Transactions tab.
This is the recording for the live F&A Formula Allocation Report webinar. The webinar explains the following: the components of F&A budget, the formula allocation, how to run the F&A Formula Allocation Report, and how to look up budget journals on the InfoPorte Transactions tab.
A comprehensive list of available finance reports and queries on a searchable web page.
This self-paced course covers the difference between the Commitment Control and GL Actuals ledgers. It shows which ledger the InfoPorte Ledger Rollups report is based on and the uses of this report. It also explains which reports are based on the GL Actuals ledger and the uses of those reports.
This self-paced course covers how to use the InfoPorte Ledger Rollups tab to find your department or project budget balances; enter the correct fiscal year, budget period and accounting period filters; enter the correct chartfield filters for each fund group; and interpret the Ledger Rollups search results.
This self-paced course covers how to use the InfoPorte Transactions tab to search for revenue and expense transactions; enter the correct fund, fiscal year, budget period and accounting period filters to find transactions; enter the correct chartfield filters to find transactions; and enter the correct advanced filters to find transactions.