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This quick reference card shows how to correct chartfield strings on approved deposits and provides guidelines for adding electronic attachments.

PAAT adjustments can route to three different levels for final approval. The route an adjustment takes depends on which fund types are changed on the adjustment. This table is a quick reference for which levels are required for each fund type changed in a PAAT adjustment.

This quick reference contains the following key information for processing campus journals: Transaction description and source code Attachment requirements Approval requirements      

In this webinar, we discuss two new OSR reports for campus users. Learn about the OSR Invoice Listing report that lists all the invoices that have been provided to sponsors. This report helps you with award and contract closeout. We will also discuss the OSR Contract GL Expense and Budget report which shows the balance of a project based on approved, completed transactions.

This self-paced course explains the information you need to review when approving a PAAT adjustment. It also covers the step-by-step instructions to Approve or Recycle an adjustment and the approval route an adjustment follows.

Part of a series of self-paced courses on ePAR approvals and workflow.

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.

Part of a series of self-paced courses on ePAR approvals and workflow.

Part of a series of self-paced courses on ePAR approvals and workflow.

This self-paced course covers how to sign in to the P-card system, view information about P-cards in your area, view charges and export transaction detail to Excel, add or modify line level detail, and understand the approval process.

This self-paced course covers how approvers can use the P-Card system to modify existing line level detail and charge a transaction to a different chartfield string besides the card’s default string. It also covers how to approve, reject and save transactions.

This Quick Reference identifies the following for each transaction type: Whether campus approval is required Whether self approval is allowed    

A quick guide for MOU leads to manage and maintain the approval workflow for their school or division.

Part of a series of self-paced courses on ePAR approvals and workflow.

This PowerPoint presentation accompanied the “Approving Financial Transactions” live demo. This presentation was intended for those who approve financial transactions in ConnectCarolina,including approving journal entries, purchase reqs, budget journals, deposits, independent contractor and vendor requests, and campus vouchers. This approval process is not used for Web Travel requests, which use the FRED approval system.

This self-paced course describes the information to review when approving a budget transaction and how to make an approval action.

This self-paced course explains who can approve campus journals, how to navigate to the campus journal approval page, and what information to review when approving campus journals.

This self-paced course covers the uses of campus vouchers, the different approval levels and the requirements for each approval level.

This self-paced course covers the request and approval process for new chartfield values.

This self-paced course explains how to view a financial transaction that needs approval, the differences between an approver and a reviewer and the actions that an approver can take.

This self-paced course explains how an individual qualifies as an independent contractor, the approval levels and the requirements to approve or deny an independent contractor in the predetermination process.

This self-paced course describes the information to review when approving a vendor catalog requisition and a non-vendor catalog requisition.