This self-paced course covers the uses of campus vouchers, the different approval levels and the requirements for each approval level.
This self-paced course covers the request and approval process for new chartfield values.
A quick guide about approving Finance transactions, which transactions require approval, the approval workflow, and more.
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.
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.
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.
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.
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.
This self-paced course describes the information to review when approving a vendor catalog requisition and a non-vendor catalog requisition.
The fiscal year ends on June 30, 2018 and many around campus have been preparing for upcoming deadlines by closing out transactions, processing requisitions and vouchers and more.
The fiscal year ends on June 30, 2018 and many around campus have been preparing for upcoming deadlines by closing out transactions, processing requisitions and vouchers and more. Remember that there is not one month-end close date for June. It’s actually a series of month-and year-end close dates for different transactions. Vouchers & Journal Entries If you create vouchers and journal entries, June 15th and 22nd are important dates. Make sure that your vouchers and journal entries are error free and fully approved so that they aren’t deleted. All voucher entry (and requisitions and POs) need to be complete by 5 p.m., June 15. Journal entries not approved by departments and the Office of Sponsored Research (when applicable) by the June 22 deadline will be deleted. Find more information by looking at the checklists and reference guides on preparing for the year-end process on the Month-End and Year-End Resources page of ccinfo. Check Out These Checklists Fiscal Year-End Closing Dates and Procedures FYE 2018 Task Checklist for Campus Checklist to Clean Up Requisitions and Vouchers for Month-End and Year-End
This webinar teaches how associated budgets work, when it applies, and how it affects your available balance.
Slides to accompany the Associated Budgets webinar.
ho: Any administrative user who has the need to upload attachments in their work. What: The Document Management team will review some ‘tips and tricks’ that may be helpful in determining what scanner settings to use when creating documents (if you are scanning). We will look at which settings ensure the document is optimized in size and visual clarity. Will also show the same documents, scanned with different settings to demonstrate the options and implications of what might be used. This session should be beneficial regardless of which system you use!
This PowerPoint Presentation accompanies the Banking class. This course covers bank reconciliation, bank transfers, wire transfers, and memo bank balancing.
This Computer-Based Training describes how to fund appointments and positions, make changes to the sources their funding comes from, and resolve errors that can occur when submitting changes to funding.
This Computer-Based Training course describes the uses of a funding swap and explains how to use the funding swap ePAR form to change how a position or appointment is funded, and how to use the funding swap ePAR form to enter retroactive funding swaps.
This Computer-Based Training course explains what an affiliate is and how to complete the Add or Update an Affiliate ePAR form. It also explains the process for requesting a PID for an affiliate and how to use the affiliate ePAR form to add or update affiliates.
This Computer-Based Training course covers the definition and uses of lump sum payments. It also describes the type of information needed to enter and fund a lump sum payment.
Did you know that any time we make changes to ConnectCarolina, we go through multiple rounds of testing with groups all across campus? This Finance upgrade is no different. Testing started in July and is continuing through the end of this month. More than 100 people tested over 5 months. The first testers were staff in ITS-Enterprise Applications. They test to identify bugs and make note of any changes to how the system works or looks. Robin Burke, Business Systems Manager, noticed a new feature, the ability to copy budget transfers, while she was testing and thinks that “campus is really going to like this feature. They’ve been asking for this for a while since they can already copy budget journals.” The second group of testers came from the Finance Central Administrative Offices and the Office of Sponsored Research. They tested to ensure the work they do every day such as entering and approving transactions, running queries, and making sure that the information was recorded correctly in ConnectCarolina and InfoPorte is working properly. Testers from campus schools and divisions participated too. Finance Liaisons, staff nominated by campus finance leads, were up next. By this time, most of the bugs had been worked out, but having the people who … Continued
A few weeks ago, over 6,000 seniors turned their tassels and officially became Carolina Alumni. Graduation evokes memories of long nights studying for final exams and grading papers, family celebrations, and of course, cueing the Pomp and Circumstance. However, the campus and central offices work months in advance to support many aspects of graduation.
This session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly. To just view the slides from this presentation, click here.
This session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly. To view the live recording of this presentation, click here.
Have you ever seen a different number on an invoice to a sponsor than you see in the OSR Ledger Rollup? Have you been unable to find charges on reports that you expected to see? By summer, numbers will match and charges will appear when you expect them to. You may have heard that our financial reports pull numbers from two main sources: the General Ledger (GL) Actuals ledger and the Commitment Control (or “KK”) ledgers. The GL Actuals Ledger tracks the amounts we have actually spent and received. The KK ledgers track our budget balances and the commitments we’ve made against our budgets. They also contain details about the purchase requests, vouchers, and other transactions that have been processed, so that’s why they’re a useful place to get reporting information. Soon: All Actuals Will Come From the GL Pulling financial information from the KK ledgers in addition to the GL Actuals ledger has caused confusion and added complexity to our reporting. The good news is that a project is underway that, once complete, will ensure that all reports take their “actuals” (that is, what is recorded in the book of record) from the General Ledger. Only budget-related data, such as … Continued
This Quick Reference Card provides a brief overview of budget inquiries available in ConnectCarolina. Content includes how to confirm the available balance, determine if funds are available before requesting budget transfers, verify if funds were moved, investigate a budget check exception.
For FY 2015: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.
For UNCCH: A matrix of budget definitions and rulesets by fund type for FY 2018. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.
For UNCGA: A matrix of budget definitions and rulesets by fund type. Details the required and optional chartfields for budgeting, and if the values are at the detail or rollup level.
This reference card, translated into Burmese, gives step-by-step instructions for how to find your W-2 in ConnectCarolina with 2-Step Verification. For more information on how to register your device for 2-Step Verification, visit help.unc.edu/duo.
The goal of this session is to facilitate a meaningful group discussion for Business Managers and/or their designees on current topics of interest at the University. These topics could include but not limited to changes in PCARD use, Closing of Imprest Checking accounts and use of BofA Reloadable Cards, OSR Prior Approval Request Forms, Research Recharge Center Compliance, Research Admin Training for Staff, Navigating OIC, closeout of projects, and RAM Tracker Transparency project. We will pole participants either prior to or at the beginning of the session to determine what topics people would like to discuss.