This session will cover the path that transactions such as campus vouchers, campus/GL journals, budget journals, and purchase requisitions take through the ConnectCarolina system. Understanding the steps that move a transaction from started to completed helps you understand when the transaction shows up in InfoPorte, how and when charges update your budget, and when they are posted to the General Ledger. This session is useful if you’re new to ConnectCarolina and also if you’d like to understand the paths transactions take considering the recent changes to the system. To just view the slides from this presentation, click here.

Type: Categories: Last Updated: October 24, 2018

This document explains the four components that comprise the amount of F&A budget a department receives each year. It explains in detail the formula allocation component, including the factors used to the calculate the amount, the formula, and several examples.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 20, 2016

As part of the Summer II 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on Thursday, June 28, starting at 5:00 pm and ending around 12:00 am. Census is the official date that the University reports enrollment.   Faculty, students and staff will NOT be able to access ConnectCarolina Student Center during this time. Finance functions are NOT affected by this outage, but the ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID.   During the June 28th outage, these ConnectCarolina applications may experience limited or no functionality: 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 enrollment (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU) If you have questions or problems … Contact the Service Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.

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As part of the Summer II census activities, there will be an outage of the Student Administration component of ConnectCarolina on Thursday, June 29th, starting at 5:00pm and ending around 12:00am. Census is the official date the University reports enrollment. Faculty, students and staff will NOT be able to access ConnectCarolina Student Center during this time. Finance functions are NOT affected by this outage, but the ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. During the June 29th outage, these ConnectCarolina applications may experience limited or no functionality: 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 enrollment (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) If you have questions or problems … Contact the Service Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.

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As part of the Fall 2017 census activities, there will be an outage of ConnectCarolina Student Administration applications on Wednesday, September 6th, starting at 5:00pm and ending around 12:00am. Census is mandated as the official date the University counts student enrollment to report to UNC General Administration. Faculty, students and staff will NOT be able to access ConnectCarolina Student Center during this time. The ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID.  Finance functions are NOT affected by this event. During the September 6th outage, these ConnectCarolina applications may experience limited or no functionality: 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 enrollment (Summer School, Nursing, Part-time Studies, and so on) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)   If you have questions or problems … Contact the Service Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.

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To: MOU Leads, business managers, RASG, Res_Info, InfoPorte Finance Users Send Date: Thursday, August 9, 2018 Subject: Upcoming changes to InfoPorte Finance reports Here are the financial report changes you will see in InfoPorte on Monday, August 13. As we’ve said in previous communications, there isn’t much you need to do before the changes go into the system. This email has updates on the following topics:

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Hello, You are receiving this email because you have access to Student Administration pages in ConnectCarolina and we are making a change to the search feature on all Student Administration pages. Information Technology Services Enterprise Applications takes its responsibility for securing our employees’ sensitive information (including social security numbers) very seriously. To secure this information, many organizations have already abandoned processes that require the use of social security number. Even Medicare is removing the SSN from Medicare insurance cards. In the last few months, we have made multiple changes to restrict access to social security numbers (SSN) in ConnectCarolina. The additional changes we are making this week will further tighten security by reducing the number of places where a social security number can be entered into ConnectCarolina. Beginning on Thursday, November 29 after 5:00 p.m., you will no longer be able to search by social security number on any Student Administration pages in ConnectCarolina. You will still be able to search using other identifiers, such as PID or name, and this change will not change how any of the pages work. If your manager believes you have a business need to search by SSN and you don’t have the ability to do so … Continued

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As with the previous upgrades of Student Administration and Human Resources applications, the move to the latest version of the Finance software requires a ConnectCarolina outage. There are some differences between this outage and the last two: The outage is longer because there are more updates to apply to the Finance application. The Finance and HR/Payroll systems will be offline during business hours on Friday, December 7 beginning at noon. The outage for ConnectCarolina Student Administration applications that Faculty & Students need to enter and view final grades will be unavailable the night of Saturday, Dec. 8, from 10:00 pm until 8:00 am the next morning. We recognize that faculty may be entering final grades over the weekend so the ConnectCarolina team worked hard to minimize the impact to the ConnectCarolina Student Administration application.  For more details on the outage, visit the Finance Upgrade webpage.

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The Student Administration application of ConnectCarolina is being upgraded and the upgrade requires an outage of all parts of ConnectCarolina:  Student Administration, Finance, HR/Payroll administrative and self-service applications. The outage will be:  Friday, October 20, 2017 at 5:00 p.m. through  Monday, October 23, 2017 at approximately 7:00 a.m. You will not be able to sign in to ConnectCarolina during these times, including HR, Payroll, Finance, and Student Administration. For more information on how the outage affects reporting and companion systems, visit the student administration upgrade webpage. Benefits Enrollment Still Available The ConnectCarolina outage will occur during the annual benefits enrollment period. Even though ConnectCarolina will not be available for the weekend, you will still be able to enroll in benefits. When you click on the green button to sign into ConnectCarolina, the system will show you a message with an alternate link to access the benefits enrollment website.

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Outage Monday, May 22:  As part of the Summer I census activities, there will be an outage affecting the Student Administration component of ConnectCarolina on Monday, May 22nd, from 5:00pm to approximately 12:00am  Census is the official date the  University reports enrollment. Faculty, students and staff will NOT be able to access ConnectCarolina Student Center during this time. The Finance component is NOT affected by this outage, but the ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. During the May 22 outage, these ConnectCarolina applications may experience limited or no functionality: 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 enrollment (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) Questions or Problems: Contact the Help Desk at 919-962-HELP or help.unc.edu. To see the most up-to-date system status, go to https://status.its.unc.edu/.

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Have you created a bookmark for the searchable online help? The online help is a set of step-by-step instructions for using ConnectCarolina that’s available by from the Help link inside ConnectCarolina and also from the Search ConnectCarolina Help options on the ccinfo.unc.edu website. The link (or URL) for help changed recently, so if you bookmarked it, please update your bookmark.

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The system that maintained security in the legacy data warehouses and for ePrint is being retired around December 14, 2015, and at that time we will no longer have a way to restrict access to information by department. We still need to ensure that sensitive information remains protected, and at the same time, ensure that you have access to the legacy information you need. As the team has delved in to the details of how to provide legacy information securely, we’ve had to make some changes to the plans communicated up to now. Access to ePrint Reports Finance reports from ePrint:  Similar to Finan$eer, access to the Finance legacy data warehouse will be limited to the group of approximately 200 users who have “enhanced reporting access” (which means, among other things, they can run queries in the ConnectCarolina reporting environment). If you are getting access to the new ePrint, we’ll be in touch soon to tell you how to access it. Individuals who are not granted access can contact their MOU lead to explain what is needed. Payroll reports from ePrint: To obtain a payroll report from ePrint, you’ll need to put in a help request (create the online ticket … Continued

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In an ongoing effort to strengthen the security of the University’s data and systems, ITS is moving web applications to a new platform. This means that the links that lead to applications like Customer Billing Management (CBM) and Bill Presentation are changing.  You won’t notice a change if you use the menus or the links under the blue Finance button on the home page of ConnectCarolina. Keep in Mind:  If you bookmarked some of the pages outside of ConnectCarolina, you need to delete those bookmarks and recreate them. Here are the new links you can use: For this application … Use this new link … CBM https://billing.itsapps.unc.edu/cbm Bill Presentation https://billing.itsapps.unc.edu/bp Carolina Managed Print Services (only available outside of ConnectCarolina) https://cmps.itsapps.unc.edu/CCInvoice/userLogin.jsp Request a print job from PrintStop https://cmps.itsapps.unc.edu/PrintStop Order business cards, letterhead, or envelopes from PrintStop https://cmps.itsapps.unc.edu/Printing      

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If you reconcile your department’s accounts each month or know someone who does, take a look at the redesigned online training.  The online training has been divided into three parts and now has information about using the Monthly Management Reports (these are the reports that give you a static snapshot of a month’s transactions and balances). You can access the training at ccinfo.unc.edu > Training > Computer-Based Training (onyen and password required).  Scroll down to InfoPorte Reporting to see the titles or click the links below: Reconciling Transactions in InfoPorte Part 1: Overview  Reconciling Transactions in InfoPorte Part 2: Using the Monthly Management Reports Reconciling Transactions in InfoPorte Part 3: Using the Transactions and Ledger Rollup Tabs

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Do you work with faculty? Maybe you’re the “go-to” person in your department for ConnectCarolina questions?  Here’s something you, and they, may find helpful: ConnectCarolina Faculty Portal Start of Semester Guide. It’s packed with useful information including how faculty can find their schedules and class rosters and, how to email one or all of the students in a class. Click on the image to download the guide.

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–Date Change Due to Snow Days– As part of the Spring 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on TUESDAY, January 30th, starting at 5:00 pm and ending around 12:00 am. Census is the official date the University reports enrollment. The original date for the Census was January 25th but it was postponed due to lost snow days during the week of January 15th. Faculty, students and staff will not be able to access ConnectCarolina Student Center during this time. Finance functions are not affected by this outage, but the Hire ePAR form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. You can find the list of affected ConnectCarolina applications on ccinfo.unc.edu.

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Hello Access Request Coordinators, We have some updates for you regarding: changes we’ve made to the Student Administration access form a reminder about the forms needed for a P-Card access request, and information about a session for you at ConnectCarolina User Conference. UPDATED: Student Administration Access Form We’ve made these changes to the Student Administration ConnectCarolina and Related Applications Access Form: Changed the form so it is now an Adobe PDF with fillable fields. If you have linked to the form from your website, you’ll want to update the link as it has changed. Removed the options for access to undergraduate applications. If someone in your department has a need to have access to those applications, contact Undergraduate Admissions. In the Student Records section: added a new question about whether the person has had ConnectCarolina access before, removed the options for access to the Course Request Approver System (CRAS), and created an area for “Other Information for Student Records access” that you can use to enter any special information that may be necessary to expedite the access request process. You can find the new form on CCinfo.unc.edu. Click Get Access > Access Request Forms and download the current form. REMINDER: P-Card Access Requests When … Continued

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Three recent enhancements mean salary projections are now more accurate, especially for faculty, post-doc trainees and clinical fellows: Job end date is no longer used in calculating salary projections for faculty including fixed term faculty. Job end date is no longer used in calculating projections for post-doc trainees and clinical fellows paid by stipend (accounts 568770 or 568780). Salary projections on the PI Dashboard are now grouped based on when the employee will be paid (check date), not the dates the employee works (payroll period) on the monthly breakdown section of the report. Want to Know More?  Look for a webinar that explains salary projections and gives you a chance to ask questions  in early February.  You can also learn more about how the salary projections are calculated changes by reading the Salary Projections Reference Card.  

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This webinar covers updates on the following topics related to Data Collect Batches or DCB.  Fiscal year end, journal header, new DCB source requests, archive journal errors, OSR project close out, DCB contact information

Type: Webinar Categories: Finance Last Updated: May 24, 2016

Updating Supplier Addresses Just Got a Little Easier.  We heard you. You told us that updating suppliers’ addresses is sometimes frustrating because there isn’t enough address detail on one page to identify which supplier’s address you want to change. Sound familiar? We are happy to report that starting Thursday evening, February 14, you will see a second column with more address information displayed in the Address History section of the page. Thank you for letting us know how to make your work in ConnectCarolina a little easier. The ConnectCarolina Team TODAY   THURSDAY EVENING, FEBRUARY 14   Information | ccinfo.unc.edu Questions | cc_communications@unc.edu Training | connectcarolina_training@unc.edu Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP  

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Welcome to the upgraded ConnectCarolina finance system and thank you for your patience during the outage. Time to dive right into ConnectCarolina and get started. Although most changes were behind the scenes, you will notice some changes to screen fields and layout. You’ll first notice the change to the Finance Workcenter. It has more links to pages you use most. If you haven’t used the WorkCenter before, give it a try. It saves you time because you can quickly switch from link to link without using the breadcrumbs. Keep in mind, when you see changes to a screen layout it doesn’t necessarily mean that any of the functionality has changed. For Questions or Problems Contact the Service Desk at 919-962-HELP orhelp.unc.edu if you have any issues viewing the Finance pages or have questions about changes. Other Resources for the Finance Upgrade Frequently Asked Questions: https://ccinfo.unc.edu/finance_upgrade_faqs/ Webinar: What’s Changing in ConnectCarolina? If you didn’t get a chance to join the live webinar on December 5 or you’d like a quick reminder of the changes, you can watch the recording or download the slides. Webinar Recording Webinar Slides Training Guides Check https://ccinfo.unc.edu/ under Finance for updated documentation. The ConnectCarolina Team   Information | ccinfo.unc.edu Questions | cc_communications@unc.edu Training | connectcarolina_training@unc.edu Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP  

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The PowerPoint presentation identifies some key information areas needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

Type: Slideshow / Presentation Categories: Finance, Research Last Updated: August 5, 2016

This quick reference accompanies the Useful Reports and Queries for Research Administrators presentation. This reference provides a list of reports discussed in the presentation, and where and how to access them.

Type: Quick Reference Categories: Finance, Research Last Updated: August 5, 2016

This is a recording of a presentation made at the 2016 OSR Symposium. The presentation provides key information needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

Type: Webinar Categories: Finance, HR/Payroll, Reporting, Research Last Updated: August 22, 2016

This reference card explains how to enroll in training offered by the Office of Human Resources, how to cancel a course you’ve registered for, and how to see your training summary.  Your training summary may include training that is managed by your school or division as well.

Type: Quick Reference Categories: HR/Payroll Last Updated: May 20, 2019

This guide covers what data can be accessed in Finan$eer, how Finan$eer differs from the Finance Legacy Data Warehouse, and how to access and search for transactions in Finan$eer.

Type: Guide Categories: Finance, Reporting Last Updated: November 2, 2015

This self-paced course explains the difference between deleting and inactivating a GradStar award. It also covers the steps you’ll need to take to change a student’s estimated billing units and funding percentage and how to split a student’s award between two departments.

Type: Computer-Based Training Categories: Finance, HR/Payroll, Student Admin Last Updated: November 1, 2015

This self-paced course covers the steps you’ll need to take to gain access to GradStar and the different types of financial aid awards. You’ll learn how to view a student’s record in GradStar, mark a student as eligible to receive an award and enter multiple types of awards in the system.

Type: Computer-Based Training Categories: Finance, HR/Payroll, Student Admin Last Updated: November 1, 2015

This SAS documentation gives general information about how to use and navigate the SAS Web Studio reporting tool,

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

This self-paced course describes how billing areas use Bill Presentation to charge campus customers. It also covers how to use search parameters to run reports, how to understand and work with reports and how to view contact information for each billing area.

Type: Computer-Based Training Categories: Finance Last Updated: September 1, 2015