When purchasing a piece of equipment that is greater than $ 5,000, you must include asset management information in the purchase requisition for the piece of equipment and any associated coasts, including freight charges, discounts, trade-in values, and installation fees.  This quick reference card lists the steps to add asset management information.

Type: Quick Reference Categories: Finance Last Updated: October 4, 2017

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

This guide is used for the class called, Requesting Vendors and Independent Contractors. This guide covers how to: request a new vendor and a new independent contractor request changes to how a vendor or independent contractor is set up work with foreign vendors and wire transfers complete the New Independent Contractor Predetermination Process

Type: Guide Categories: Finance Last Updated: October 3, 2017

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

This document shows the process for fixing project or grant-related campus journals with budget errors that route to OSR for approval.

Type: Quick Reference Categories: Finance, Research Last Updated: October 2, 2017

OUTAGE: There will be a ConnectCarolina maintenance outage on Saturday, September 16, beginning at 5:00 a.m. and ending at approximately 12:00 p.m. This affects the Student Administration component of ConnectCarolina and the ePAR hire form for HR/Payroll as well as some services related to Onyen, PID and Guest ID.   The Finance component is NOT affected by this outage. During the September 16 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: 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 admissions (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)   Questions/Problems: Help Desk: 919-962-HELP or help.unc.edu For the most up-to-date system status, please go to https://status.its.unc.edu/ We appreciate your cooperation. https://ccinfo.unc.edu/files/2017/09/ConnectCarolina-Student-Administration-Maintenance-Outage.pdf

Type: Categories: Last Updated: September 15, 2017

This document shows where the information on the original PI Dashboard is located on the new PI Dashboard in InfoPorte.  For more information about the new PI Dashboard, refer to the Working With the PI Dashboard reference card.

Type: Quick Reference Categories: Research Last Updated: September 15, 2017

Slides for the Financial Reporting with InfoPorte class.

Type: Slideshow / Presentation Categories: Finance, Reporting Last Updated: September 15, 2017

Principal investigators (PIs) will automatically have access to the PI Dashboard in InfoPorte, as long as they are the lead PI for at least one sponsored project. Research administrators can have access to see the same view as the PIs that he or she supports. When you are setting up a research administrator’s access to dashboards, you need to grant access for each PI individually. Follow these steps to grant a research administrator access to a PI’s dashboard:

Type: Quick Reference Categories: General, Research Last Updated: September 6, 2017

Webinar demonstrating a basic navigation through the new student admissions tool, Slate.

Type: Webinar Categories: Student Admin Last Updated: September 6, 2017