Opportunity for Procurement Services to share an overview of P-Card basics including recent program updates, policy changes, best practices, and resources with Connect Carolina users. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance Last Updated: October 24, 2018

Beginning August 16, the University’s P-Card system will be replaced with Works, a system that offers greater flexibility and an upgraded reconciliation tool. A few key enhancements provided by Works: The ability to split the way transactions are funded by percentage or dollar amount Electronic receipt capture and retention Greater reporting capabilities Need More Information The Finance website will have updates and links to all training, resource and policy documents. P-Card users will receive an email with detailed information about the new systems and training opportunities, including a webinar on August 1. For more information about roles, training and policy changes, review the finance memo sent July 10.

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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

Webinar held to introduce PAAT the day before it went live. Provides an overview of the tool and best practices.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: October 27, 2015

Q&A document generated from discussion during the October 2015 PAAT webinar.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: October 27, 2015

A guide to using the Payroll Accounting Adjustment Tool (PAAT), including how to enter and manage payroll adjustment and how to run PAAT reports.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: October 26, 2015

This is a recording of a webinar on the Payroll Accounting Report.

Type: Webinar Categories: Finance, HR/Payroll, Reporting Last Updated: July 12, 2016

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

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Student Guide for the Person Creation class.

Type: Guide Categories: HR/Payroll Last Updated: September 8, 2014

Slides from the Petty Cash Vouchers class.

Type: Slideshow / Presentation Categories: Finance Last Updated: November 10, 2014

These slides are intended for principal investigators and research administrators and can be presented at meetings to introduce the PI Dashboard.

Type: Slideshow / Presentation Categories: Research Last Updated: October 26, 2017

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 infoporte-support@unc.edu 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

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This webinar covers tools and methods to identify open transactions.

Type: Webinar Categories: Finance Last Updated: March 31, 2015

Slides for the Reviewing Open Transactions demo.

Type: Slideshow / Presentation Categories: Finance Last Updated: March 26, 2015

Student guide on how to use queries to identify open transactions and steps to take to close “stuck” transactions.

Type: Guide Categories: Finance Last Updated: October 4, 2017

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

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Provides step-by-step instructions for printing an ePAR form.

Type: Quick Reference Categories: HR/Payroll Last Updated: February 14, 2017

This document lists the 20 most frequently used category codes.

Type: Guide Categories: Finance, HR/Payroll Last Updated: April 26, 2017

Displays purchasing workflow for vendor catalog and non-vendor catalog purchase requisitions.

Type: Quick Reference Categories: Finance Last Updated: March 30, 2017

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.  

Type: Quick Reference Categories: Finance Last Updated: September 14, 2016

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.  

Type: Quick Reference Categories: Finance Last Updated: September 5, 2017

Slides from the Purchase Requisitions and Receiving class.

Type: Slideshow / Presentation Categories: Finance Last Updated: December 6, 2016

Student guide for the Purchase Requisitions and Receiving class. This document also contains useful information about searching by speedchart.

Type: Guide Categories: Finance Last Updated: June 28, 2018

Useful inquiries and tips for purchasing and receiving.

Type: Quick Reference Categories: Finance Last Updated: June 8, 2015

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.

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Top 10 Tips for Purchasing

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

This quick reference guide lists the available queries you can run to find open transactions at month-end and year-end close.

Type: Quick Reference Categories: Finance Last Updated: April 18, 2018

Steps for running a query in ConnectCarolina and the queries currently available to campus.

Type: Quick Reference Categories: Reporting Last Updated: June 3, 2015

The Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit. To view the live recording of this presentation, click here.

Type: Slideshow / Presentation Categories: Finance, Research Last Updated: October 23, 2018

The Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit. To just view the slides from this presentation, click here.

Type: Webinar Categories: Reporting Last Updated: October 24, 2018