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.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: September 1, 2014

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.

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

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.

Type: Computer-Based Training Categories: Finance, HR/Payroll Last Updated: September 1, 2014

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.

Type: Quick Reference Categories: Finance Last Updated: June 18, 2014

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.

Type: Quick Reference Categories: Finance Last Updated: June 30, 2014

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.

Type: Quick Reference Categories: Finance Last Updated: July 12, 2017

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.

Type: Quick Reference Categories: Finance Last Updated: June 5, 2015

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.

Type: Quick Reference Categories: Finance, General, HR/Payroll Last Updated: October 11, 2016

This Quick Reference identifies the following for each transaction type: Whether campus approval is required Whether self approval is allowed    

Type: Quick Reference Categories: Finance Last Updated: September 15, 2014

This PowerPoint presentation accompanies the Campus Budget class. Includes information about budget control, budget checking, and how to enter budget journals and transfers.

Type: Slideshow / Presentation Categories: Finance Last Updated: July 18, 2017

This guide accompanies the Campus Budgets class. Includes information about budget control and budget checking, entering budget journals and transfers, and how to find your available balances.

Type: Guide Categories: Finance Last Updated: June 29, 2017

This quick reference contains the following key information for processing campus journals: Transaction description and source code Attachment requirements Approval requirements      

Type: Quick Reference Categories: Finance Last Updated: December 9, 2016

This quick reference provides the chartfields available to select for each campus journal type, such as a Billing journal type, Correcting journal type, and so on.    

Type: Quick Reference Categories: Finance Last Updated: April 22, 2016

Full webinar presentation from 12/14/16 on Enhancements to the Correcting JE process.

Type: Webinar Categories: Finance Last Updated: December 15, 2016

This quick reference identifies the allowable debit and credit account pairings for the Billing campus journal type.    

Type: Quick Reference Categories: Finance Last Updated: December 19, 2014

This PowerPoint Presentation accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.      

Type: Slideshow / Presentation Categories: Finance Last Updated: June 28, 2017

This Student Guide accompanies the Campus Journals class. This class covers: The Campus Journal process Campus Journal transaction types, approval requirements, and attachment requirements How to enter a Campus Journal How to enter a Correcting Campus Journal How to edit and delete a Campus Journal Other transaction types including Settlement Journals, Cash Advance Journals, OSR Residual Transfer, and Interunit Journals.  

Type: Guide Categories: Finance Last Updated: June 28, 2017

A webinar about changes to the Campus Vendor Request system coming early 2016. Includes information about the new Affiliate vendor class as well as information on what changes can be made to each vendor class.

Type: Webinar Categories: Finance Last Updated: December 16, 2015

This Quick Reference Card contains the top 10 tips for entering campus vouchers, including entering invoice numbers, choosing the vendor’s location, adding notes & instructions or supporting documentation, using Speed Charts, UNC Item ID, and Category as well as information on troubleshooting errors and analyzing approvals.

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

A quick reference for cash advances with account codes, scenarios, and naming conventions.

Type: Quick Reference Categories: Finance Last Updated: January 1, 2000

Webinar on how to create and settle cash advances in ConnectCarolina.

Type: Webinar Categories: Finance Last Updated: March 24, 2015

Slides for the Cash Advances webinar.

Type: Slideshow / Presentation Categories: Finance Last Updated: March 24, 2015

Student guide for the Cash Advances webinar.

Type: Guide Categories: Finance Last Updated: March 23, 2015

A look at who uses CBM and Bill Presentation, an explanation of the process for how payments move into CBM, form field guidelines, and access instructions.

Type: Quick Reference Categories: Finance Last Updated: October 3, 2017

As part of the Spring 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on Wednesday, January 25th, starting at 5:00 pm and ending around 12:00 am. 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 Hire ePAR form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. List of affected ConnectCarolina applications  During the January 25 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/.  

Type: Categories: General Last Updated: January 16, 2018

Beginning Monday, Oct. 5, 2015, users of ePAR forms will notice changes to the funding grid that will make it possible to enter funding information either as percentages or dollar amounts. This brief webinar reviews the changes.

Type: Webinar Categories: Finance, HR/Payroll Last Updated: October 2, 2015

Explains changes to the funding grid in ePAR forms that make it possible to enter funding information either as percentages or dollar amounts.

Type: Quick Reference Categories: HR/Payroll Last Updated: September 30, 2015

This handout explain the new ability to use percentages or dollar amounts when entering information on the funding grid in an ePAR.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: September 15, 2015

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

Type: Webinar Categories: Finance Last Updated: September 1, 2014

Slides for the Changes to WebTravel webinar.

Type: Slideshow / Presentation Categories: Finance Last Updated: September 1, 2014