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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.

This document covers the changes that are being made to the Vendor Invoice Submission Page (VISP) on March 21, 2019.  You can find out more information about using VISP in the Purchase Requisitions and Receiving Guide.

Webinar covering changes to the WebTravel System that went live with ConnectCarolina Finance.

Slides for the Changes to WebTravel webinar.

Email Communication Send Date: April 16, 2020 From: ConnectCarolina Communications on behalf of OSR To: Employees with a requester default for purchase requisitions with a Project ID Subject: Changes to Your Default Chartfield String for Purchase Requisitions This message is sent on behalf of the Office of Sponsored Research. You are receiving this email because you have a requester default for purchase requisitions set up in ConnectCarolina that contains a Project ID. Effective April 17, 2020, you won’t be able to save Project ID as part of the default Chartfield String. We will be removing the Project ID fields from the requester default. This change is being made to ensure that the correct project id is used when creating a requisition. As an alternative, we suggest using a speedchart when creating a requisition. Information and screenshots for using speedcharts is included in the Tips for Entering ePro Chartfield Strings reference card. If you need to make changes to your chartfield string, you can find step-by-step instructions in the Creating Purchase Requisitions & Receiving guide on CCinfo.unc.edu. If you have any questions about this change, you can contact ResAdminOSR@unc.edu. View the email in its original format – Changes to Your Default Chartfield String for Purchase Requisitions  

Email Communication  Send Date: September 16, 2020 From: ConnectCarolina Communications on behalf of Accounts Payable & Vendor Services To:  Employees with Campus Supplier Access Subject: Changes When Updating a Supplier’s Banking Information   Note: You’re receiving this message because you have access to the Campus Supplier page in ConnectCarolina. Hello, We are making changes to the Campus Supplier page in ConnectCarolina effective Friday, September 18 that will further increase the security of our suppliers’ banking information. You may remember that earlier this year, we began implementing a Supplier Portal that lets a key contact for a supplier manage their banking and address information themselves. This reduces the need for suppliers to email, fax or mail changes to UNC employees. However, until we are able to onboard all of our suppliers, we need to secure their information through the Campus Supplier page. To better secure their information, starting on Friday, September 18, you’ll see these changes if you’re updating a supplier’s banking information on the Campus Supplier page: When you choose ACH as the Payment Method, you’ll see a message letting you know that you have to verbally confirm the change before entering it (You can refer to the Safely Updating … Read more

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

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

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.

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

This webinar demonstrates options for entering source chartfield value requests.

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

There’s an updated ePro Supplier Catalog Guide on the CCInfo website. The ConnectCarolina team sat down with Ammar Yameen, Director of eProcurement and Materials Management, to learn some tips and tricks for ordering from the ePro Supplier Catalog. If it’s been a while since you’ve looked at the guide, it’s worth a re-visit. The revamped guide includes information about new tools and features that we gained with the recent upgrade and updated information about the ePro features used most often. Click the page links below to see a few of the updates. • New Mass Change tool – You can change multiple requisition lines at one time. • PO number formatting that suppliers can understand – Adding UNCCH to the beginning of PO numbers helps suppliers identify your order and assist you more quickly. • Cancellation Requests – The guide now has email addresses for each supplier.

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

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

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

This panel discussion will focus on the tasks and topics that are most important to you. We’ll send you a questionnaire in late September so that you can work with the panel to set the agenda.

A quick reference on closing campus vouchers.

A shorter Independent Contractor  form is now available to members of the public who serve on committees and advisory boards with the University. The new “Community Collaborators Form” streamlines the  independent contractor  process for both the collaborator and the University’s administrative team.  This form follows Accounts Payable’s successful implementation of the shortened Speaker Checklist form. The Community Collaborator form is for paying individuals who share feedback, suggestions, insights, and concerns based on their perspectives as members of communities who are affected by University activity. For example,  members of Patient Advisory Boards are called community collaborators. Benefits Shorter form for the community collaborator to complete Less paperwork needed to enter the collaborator into the payment system Quicker payments to collaborators Before assigning the Community Collaborator role, the person and their relationship to the University needs to meet these criteria: The collaboration lasts no more than one year The contract does not exceed $5,000 The collaborator is a US person who can provide an IRS form W-9 with the Community Collaborator checklist If the collaborator doesn’t meet theses qualifications, the department needs to establish the person as a supplier through the 708 – University at Chapel Hill Policy on Independent Contractor Policy … Read more

Payroll Lockouts, TIM Term Payout Deadlines, School/Division Deadlines, Central Office Approval Deadlines. If these dates on the University’s Payroll Calendar are important to your work, read on. Did you know that you can pull the Payroll Deadline calendar into your Outlook calendar and view it side-by-side or as an overlay on your personal calendar? A key benefit to combining your calendars is staying up-to-date. If a deadline changes, it is automatically updated on your calendar, so you will always see the most current payroll deadline dates.  

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.  

Dear Faculty Member, We are pleased to announce that beginning Thursday, September 20, you will see a new home screen in ConnectCarolina called the Faculty Portal. You may have received an email earlier this year about the Faculty Portal, but you weren’t able to receive it because you have access to options that weren’t available on the Faculty Portal. More options have been added to the Faculty Portal, so now all faculty members can have the Faculty Portal as their home page in ConnectCarolina. If you typically use “Main Menu” to get to pages in ConnectCarolina, you can use the Navigator button (the one that looks like a compass in the top right-hand corner of the page) to see the menu options you have access to in ConnectCarolina. Any “favorites” you have added in ConnectCarolina will be on the new Faculty Portal as well. What is the Faculty Portal? The faculty portal, created with input from faculty members across campus and the Faculty Information Technology Advisory Committee (FITAC), puts the teaching and research information faculty use most on the first screen you see in ConnectCarolina. On one page, called the Faculty Portal, you can see: your teaching schedules which students have incompletes in … Read more

Do you enter vouchers in ConnectCarolina?  Do you get frustrated by having to enter the same information repeatedly when creating vouchers for student stipends or recurring payments?  Maybe you’ve thought how nice it would be to have the information already filled in each time.  If so, we’ve got some good news for you!  A new option that lets you create reusable templates for campus vouchers is coming on Friday, December 15. Enter Student Stipends Faster Beginning on December 15, you’ll be able to create templates for the vouchers you create on a regular basis, such as student stipends or recurring payments. Starting with a template means you’ll have fewer fields to fill in when creating these vouchers.  While step-by-step instructions for how to create and use the templates will be coming soon, one of the best features is that you create templates the same way you create vouchers now. Want to See a Voucher Template Be Created? Join us for a webinar on Friday, December 15 at 10:00 am to watch us walk through creating a template and applying the template to campus vouchers for student stipends. To join the webinar on December 15, go to https://www.anymeeting.com/302-780-291 or you can go … Read more

Email Communication Send Date: March 3, 2020 From: ConnectCarolina Communications – Janet Rupert, Director of Accounts Payable and Travel Services To: ConnectCarolina Users with Access to Campus Supplier Subject: Coming Soon: A New Supplier Portal – UNCCH You are receiving this email because you have access to add or update information about campus suppliers in ConnectCarolina and will be seeing some changes to the system. In addition, we want to alert you to upcoming changes on how new suppliers will be onboarded into the UNC-Chapel Hill system. Background. Accounts Payable, together with the ConnectCarolina team, is setting up a new Supplier Portal that will allow the key contact for a supplier to manage their banking information and addresses themselves online. This will increase security of their banking information and reduce the need for suppliers to email, fax or mail changes to UNC employees. Timing and Scope. Phase 1 will start March 9. During Phase 1, staff in Accounts Payable will be responsible for inviting suppliers to the portal and will manage their onboarding process. The pilot group will be made up of 50 to 100 suppliers who are classified as “Outside Party” (not independent contractors or people who are otherwise affiliated with the University) and will be chosen by … Read more

Email Communication Send Date: March 3, 2020 From: ConnectCarolina Communications – Janet Rupert, Director of Accounts Payable and Travel Services To: ConnectCarolina UNC System Office Users Subject: Coming Soon – A New Field on the Review Supplier Page   You are receiving this email because you have access to add or update suppliers in ConnectCarolina and will be seeing a change in the system. Accounts Payable at UNC-Chapel Hill, together with the ConnectCarolina team, is setting up a new Supplier Portal for UNC-Chapel Hill suppliers that will allow the key contact for a supplier to manage their banking information and addresses themselves online. As someone with access to add or update information about suppliers, we want to let you know that beginning March 9, you will see a new field on the Review Supplier page in ConnectCarolina. This field is so that UNC-Chapel Hill employees can determine if a supplier has registered in the Supplier Portal. Because the Supplier Portal is currently only for UNC-Chapel Hill suppliers, you won’t need to do anything with this field, and it won’t be marked. If you have any questions about this change, contact Janet Rupert at jrupert@email.unc.edu. View the email in its original format – Coming … Read more

Security is a hot topic these days. Just like you want to keep your banking information secure, companies do too. Starting with a pilot group in March, a new Supplier Portal will let suppliers manage their banking information and addresses themselves. Letting the suppliers maintain banking and address information directly keeps the information more secure, since it reduces the need to email, fax, or mail changes to UNC employees. The pilot group is made up of 50 to 100 suppliers, and staff in the Accounts Payable office will be communicating directly with those suppliers to let them know how the new process works.  While the pilot is underway, what you do in ConnectCarolina will only change a little bit. When, for example, a supplier reaches out to you to update their address, you’ll need to be able to tell if they’re participating in the pilot (and therefore can update the address themselves). The ConnectCarolina team is adding a field on the Review Supplier page to tell you just that. We’ll share more information soon.  Keep an eye out for more information, including details about a webinar where we’ll discuss how the Supplier Portal will work and give you an opportunity to ask questions.

NOTE This article first appeared in the June 12, 2018 ConnectCarolina Newsletter. You may have heard that changes are coming to financial reports in InfoPorte. Later this summer, all reports in InfoPorte will take their actuals (that is, expenses and revenue) from the General Ledger (GL) Actuals ledger. Only budget-related data, such as budgeted amounts, pre-encumbrances, and encumbrances will come from the Commitment Control (KK) ledgers. This means we’ll have a single source for our financial information: The GL Actuals Ledger, which is our “book of record.” Some of the main benefits you’ll see from this change are: A true “Budget to Actuals” balance, since the budget is coming from the KK ledgers and the actuals are coming from the GL Actuals ledger. A single year filter on the Main Ledgers and Transactions tab in InfoPorte, instead of separate filters for fiscal year and budget period. The fiscal year and budget period filters will be combined into one filter and the system will determine whether to look at the fiscal year or budget period based on the ledger that the information is coming from. Easier reconciliation for sponsored research projects. OSR uses information from the GL Actuals ledger for reporting … Read more

You may have heard that changes are coming to financial reports in InfoPorte. Later this summer, all reports in InfoPorte will take their actuals (that is, expenses and revenue) from the General Ledger (GL) Actuals ledger. Only budget-related data, such as budgeted amounts, pre-encumbrances, and encumbrances will come from the Commitment Control (KK) ledgers. This means we’ll have a single source for our financial information: The GL Actuals Ledger, which is our “book of record.” Some of the main benefits you’ll see from this change are: ·       A true “Budget to Actuals” balance, since the budget is coming from the KK ledgers and the actuals are coming from the GL Actuals ledger. ·       A single year filter on the Main Ledgers and Transactions tab in InfoPorte, instead of separate filters for fiscal year and budget period. The fiscal year and budget period filters will be combined into one filter and the system will determine whether to look at the fiscal year or budget period based on the ledger that the information is coming from. (Due to issues encountered in testing, this information is no longer valid.  See email from August 9, 2018 for correct information.) ·       Easier reconciliation for sponsored research projects. OSR uses information from the GL Actuals … Read more

Email Communication Send Date: June 6, 2020 From: ConnectCarolina Communications on behalf of Payroll Services To: HR Representatives Subject: New Payroll Reports 6.4.2020 Hello, Starting Friday, June 5, the HR Reps Dashboard will have two new reports to help you catch any problems with payroll before payroll is confirmed – while there is still time to fix any issues. The two new reports are the Payroll Prelim Report and the Payroll Wage Change Report, and they’re meant to be used together. The Payroll Prelim Report is similar to the report of the same name in InfoPorte. One advantage to using the Payroll Prelim Report on the HR Dashboard is that data is visible on the report in real time. Because it is real time, if there is no information on the payroll in process, that means payroll is currently running so please rerun in an hour. (Keep in mind, if you continue to use the InfoPorte Payroll Prelim Report, the information may not match since InfoPorte is a day behind ConnectCarolina). The new Payroll Prelim Report will also include TIM details that aren’t included in the InfoPorte report. The Payroll Wage Change Report can be used to quickly identify changes in employees’ gross wages between payrolls. For detailed instructions on … Read more