This self-paced course describes the information to review when approving a vendor catalog requisition and a non-vendor catalog requisition.

Type: Computer-Based Training Categories: Finance Last Updated: August 1, 2014

This webinar teaches how associated budgets work, when it applies, and how it affects your available balance.

Type: Webinar Categories: Finance Last Updated: July 30, 2015

Slides to accompany the Associated Budgets webinar.

Type: Slideshow / Presentation Categories: Finance Last Updated: November 3, 2016

This PowerPoint Presentation accompanies the Banking class. This course covers bank reconciliation, bank transfers, wire transfers, and memo bank balancing.

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

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.

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

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

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. “We work mostly behind the scenes to support the Registrar’s office and Advising,” said Candy Davies, manager of Campus Solutions Student Records and Financials. “We work to ensure everything runs correctly and that processes are efficient.” Preparing for graduation begins when students register for their final semester and the application for graduation opens.  In the Campus Solutions side of ConnectCarolina, advisors evaluate students for graduation using the Tar Heel Tracker. Graduation Coordinators review each request, making sure students have fulfilled degree requirements or are set to fulfill them by graduation. Campus Solutions recently implemented a fix to the Tar Heel Tracker to ensure that any classes that were taken twice are only utilized once to meet degree requirements. Once a student applies to graduate, a program runs to properly format the student’s name to print on their diploma. Changes to functionality in ConnectCarolina that fills in the diploma name to mirror the legal name have … Continued

Type: Categories: Last Updated:

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