This document shows the process for fixing project or grant-related campus journals with budget errors that route to OSR for approval.

Type: Quick Reference Categories: Finance, Research Last Updated: October 2, 2017

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

The budget balances on these reports are based on approved, finalized, posted transactions to the GL Actuals ledger through a specific fiscal year and period Two reports: One version of this report lets you search on project ID, the other on contract number Each report displays OSR expenditures grouped by type of expense

Type: Guide Categories: Finance, Reporting, Research Last Updated: August 10, 2017

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.  

Type: Guide Categories: Finance Last Updated: June 28, 2017

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.      

Type: Slideshow / Presentation Categories: Finance Last Updated: June 28, 2017

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

Type: Quick Reference Categories: Finance Last Updated: April 4, 2017

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.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: February 8, 2017

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

Type: Quick Reference Categories: Finance Last Updated: December 9, 2016

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.

Type: Slideshow / Presentation Categories: Finance, Reporting, Research Last Updated: November 4, 2016

A quick guide about approving Finance transactions, which transactions require approval, the approval workflow, and more.

Type: Quick Reference Categories: Finance Last Updated: March 17, 2016

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

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.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: January 1, 2016

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

Type: Computer-Based Training Categories: HR/Payroll Last Updated: April 1, 2015

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.

Type: Quick Reference Categories: Finance Last Updated: March 10, 2015

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

Type: Computer-Based Training Categories: HR/Payroll Last Updated: January 1, 2015

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

Type: Computer-Based Training Categories: HR/Payroll Last Updated: November 1, 2014

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.

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

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.

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

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

Type: Quick Reference Categories: Finance Last Updated: September 15, 2014

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

Type: Quick Reference Categories: Finance Last Updated: September 2, 2014

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

Type: Computer-Based Training Categories: HR/Payroll Last Updated: September 1, 2014

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.

Type: Slideshow / Presentation Categories: Finance Last Updated: August 27, 2014

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.

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

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.

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

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

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

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

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

Student Guide for the HR Approvals and Workflow course.

Type: Guide Categories: HR/Payroll Last Updated: August 1, 2014

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.

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

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

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

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

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