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. 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.
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.
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
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.
This Quick Reference identifies the following for each transaction type: Whether campus approval is required Whether self approval is allowed
This PowerPoint presentation accompanies the Campus Budget class. Includes information about budget control, budget checking, and how to enter budget journals and transfers.
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.
This quick reference contains the following key information for processing campus journals: Transaction description and source code Attachment requirements Approval requirements
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.
Full webinar presentation from 12/14/16 on Enhancements to the Correcting JE process.
This quick reference identifies the allowable debit and credit account pairings for the Billing campus journal type.
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.
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.
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.
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.