Webinar held to introduce PAAT the day before it went live. Provides an overview of the tool and best practices.
Q&A document generated from discussion during the October 2015 PAAT webinar.
A guide to using the Payroll Accounting Adjustment Tool (PAAT), including how to enter and manage payroll adjustment and how to run PAAT reports.
This is a recording of a webinar on the Payroll Accounting Report.
Improved reporting performance that makes data available earlier in the workday has been achieved through recent changes to the process of copying data from the ConnectCarolina transactional system to the data warehouse for InfoPorte and SAS reporting. Additional performance upgrades are expected soon. Ensuring that the prior day’s transactions are available on InfoPorte and SAS reports as early during the work day as possible is a major goal of the Enterprise Reporting and Departmental Systems (ERDS) team. Improvement in When Data are Available in InfoPorte and SAS Due to recent process changes, the prior day’s data are now available earlier. The InfoPorte main reports are usually ready before business hours, typically before 7:30am. Secondary reports such as BMS are usually ready around 8:45am. This is primarily due to improvements in how ConnectCarolina financial transactions are loaded into the data warehouse. The ERDS team collaborated on this behind-the-scenes effort, devoting weeks to ensuring that ConnectCarolina data was accurately represented in the data warehouse. A recent upgrade of the SAS environment has helped to stabilize that environment. Additional load-time improvements are anticipated by the end of March for reports created in SAS Visual Analytics. More work is underway to further improve load … Continued
Student Guide for the Person Creation class.
Slides from the Petty Cash Vouchers class.
These slides are intended for principal investigators and research administrators and can be presented at meetings to introduce the PI Dashboard.
ITS has planned maintenance for our SAS Production environment on March 2nd, 2017 from 6am until 8am. SAS VA Reports* will not be available during this time. Should you or anyone in your team encounter any issues with any of these reports after this outage, please contact the Infoporte team by sending an email to email@example.com or by contacting the ITS Service Desk at 919-962-HELP Option 2. *SAS VA reports are reports that are located under the following tabs in Infoporte: School Reports Financial Reporting OSR Financial Reporting Dept Accounting > Grants > OSR Campus Reports Student Thrive GenEd Dashboard HR Reporting Student Reports
This webinar covers tools and methods to identify open transactions.
Slides for the Reviewing Open Transactions demo.
Student guide on how to use queries to identify open transactions and steps to take to close “stuck” transactions.
Principal Investigator (PI) Dashboard Coming in September! Have you heard that a redesigned PI Dashboard is rolling out in September? Based on feedback and requests from principal investigators across campus, the new dashboard provides a snapshot of grant funding and expenses, including salary projections at both the award level and the project level. The information on the dashboard is pulled directly from ConnectCarolina and RAMSeS. Jackie Treschl, Senior Training and Documentation Analyst and Chris Minter, Instructional Designer, were on hand at the 2017 UNC Symposium for Research Administrators on August 3rd to give research administrators and PIs a sneak peek at the dashboard. “Dashboard Wins” for Principal Investigators and Research Administrators PIs will have direct access to information about their sponsored projects. Research administrators and other financial support staff will be able to see the same view as the PIs they support (their InfoPorte administrators can give them access). Salary projections accurately reflect employee funding information in ConnectCarolina. OSR will see the same view that PIs and research administrators see, making it easier to troubleshoot questions. In the next few weeks, please be on the lookout for additional PI Dashboard resource and training information on ccinfo.unc.edu.
Provides step-by-step instructions for printing an ePAR form.
This document lists the 20 most frequently used category codes.
Displays purchasing workflow for vendor catalog and non-vendor catalog purchase requisitions.
This Quick Reference Card provides instructions for viewing the receiving and invoicing activity associated with your Purchase Order using the Activity Summary page in ConnectCarolina.
This Quick Reference Card provides instructions for accessing the PO inquiry page to gain access to details related to your Purchase Orders including how they are structured and their current status.
Slides from the Purchase Requisitions and Receiving class.
Student guide for the Purchase Requisitions and Receiving class. This document also contains useful information about searching by speedchart.
Useful inquiries and tips for purchasing and receiving.
If part of your day includes entering purchase requisitions or vouchers, you’re familiar with having to enter a category code for each item you are buying or paying for. The categories help the University track spending and negotiate better pricing, but it was difficult and time-consuming to choose the correct category from a list of 55,000 choices. Have you noticed the list is a lot shorter? It’s down to just around 850, as a matter of fact. Codes starting with “UNC” or “EHS” stayed the same, but the rest of the categories were rolled up into a higher level, usually the ones that ended in “0000”. For example, instead of choosing 44121702 for Pen or Pencil Sets, you choose 44120000 for Office Supplies. For more information about the category codes, refer to: UNC’s Top 20 Commodity Code Families, which lists the 20 most frequently used category codes Choosing a Category Code, which gives more details about choosing categories in ConnectCarolina New Category Codes – Complete List, an Excel file that lists all the category codes
Top 10 Tips for Purchasing
This quick reference guide lists the available queries you can run to find open transactions at month-end and year-end close.
Steps for running a query in ConnectCarolina and the queries currently available to campus.
IMPORTANT UPDATE FOR FINANCE USERS: A fix has been implemented and validated for the problem with how ConnectCarolina was recording transactions in various ledger groups. This is the final spreadsheet of missing journal transactions that we will provide. (last updated 7/13/16, 8:45am)
Slides from the Receiving and Inquiries, Part II large venue demo.
An overview of changes to creating receipts with step-by-step procedures for ConnectCarolina receiving.
Handout providing an introduction to reconciling in InfoPorte with information on how to view balances and reconcile transactions.
This quick reference card provides the process and steps for reconciling your transactions and balances on a monthly basis.