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

Type: Quick Reference Categories: Finance Last Updated: May 23, 2018

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

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 Tuesday, January 30th, 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 30th 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

This webinar explains the changes that are coming to the timing of when vouchers and purchase requisitions, including eProcurement orders, are budget checked and when they show up in InfoPorte.

Type: Webinar Categories: Finance, Reporting Last Updated: January 24, 2018

As part of the continuing effort to keep sensitive information safe, changes are being made to how W9 attachments work in ConnectCarolina.  The changes will be effective Friday, August 4. Changes include: You will be the only person who can see W9s attached to the independent contractor requests that you have not submitted. You will no longer be able to open a W9 attached to an independent contractor request once the request is fully approved by Disbursement Services. You can see the attachments while the request is in the approval process. If the request is denied, you will be able to open the W9 attachment. If you have not submitted the request for approval, you will be able to delete attachments. A new “On Hold” status identifies independent contractor requests that have been saved but not submitted for approval. A new On Hold field on the Independent Contractor search screen lets you find requests that have been saved but not submitted for approval: You can also see whether the request is on hold at the top of the first page of the request: If you have questions about these changes, contact the Help Desk at 919-962-HELP or at help.unc.edu.

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Three changes have been made for the Campus Vendor Request system. Bio-demo information (such as address) is pulled from the Student Administration part of ConnectCarolina. What this means is that you’ll no longer request changes to bio-demo information for employees, students, or affiliates through the Campus Vendor Request system. If changes are needed, the person being set up as a vendor needs to make the changes through the UNC Directory or through the Self Service option in ConnectCarolina. Or, an HR representative who has access to change bio/demo information can make the change. The address listed as HOME address for tax reporting (W-2, 1099. 1098T) is the only address that will be used in the Campus Vendor Request system. You are able to request a new type of vendor class, called an Affiliate Vendor with PID.  You use this vendor class for all persons who are defined as affiliates in the HR/Payroll system (such as hospital employees). Employee banking information is pulled from the Payroll system, so you may no longer request changes through the Campus Vendor Request system. You can still request changes to banking information for other types of vendors, such as independent contractors, students, and affiliates with … Continued

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Beginning July 1, if you use ConnectCarolina for entering transactions, you may notice that budget checking runs a little more quickly.  If you use the system for keeping track of your budget as well, you may notice some other changes. Why Are We Changing? ConnectCarolina organizes expense and revenue ledgers into groups and currently, there are 18 ledger groups.  Every time you make a purchase or move funds in ConnectCarolina, your transaction gets recorded in as many as 9 of those ledger groups.  What this means is that millions of transaction lines have been created since the Finance go-live in October 2014, and all of those transactions have to be processed and stored. The changes to ledger groups will reduce the number of transaction lines created and will, in turn, speed up the budget checking that happens overnight and decrease the amount of data that the University needs to store. Here’s What’s Changing Although many of the changes to simplify budgeting improve the performance of the system and are behind-the-scenes, there are some that you may notice, especially if you work with budget ledgers in the system. If you do budgeting in the system, you need to know: You will … Continued

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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

This quick reference card details how you change the pay terms date when you’re creating a campus voucher.

Type: Quick Reference Categories: Finance Last Updated: December 11, 2017

Instructions for completing a help ticket to request a new ConnectCarolina program or cost code chartfield. The request must come from an MOU Lead.

Type: Spreadsheet Categories: Finance Last Updated: March 1, 2016

The University’s chartfields are changing with the transition to ConnectCarolina. This document will help you understand the new chartfield structure.  Also see the Chartfield Structure Insert.

Type: Quick Reference Categories: Finance Last Updated: July 10, 2014

This self-paced course explains the chartfield structure in ConnectCarolina, including a thorough description and examples of each chartfield.

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

This webinar demonstrates options for entering source chartfield value requests.

Type: Webinar Categories: Finance Last Updated: October 13, 2014

This webinar demonstrates the different options available for searching for chartfield codes.

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

A quick reference containing checklists on processing requisitions and processing vouchers for month-end and year-end.

Type: Quick Reference Categories: Finance Last Updated: August 2, 2016

This quick reference guide provides details about choosing categories in ConnectCarolina.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: April 28, 2017

This quick reference guide describes how vendors are classified and provides the appropriate procedures for requesting changes to a vendor’s information.

Type: Quick Reference Categories: Finance Last Updated: January 7, 2016

A quick reference on closing campus vouchers.

Type: Quick Reference Categories: Finance Last Updated: October 27, 2014

This Quick Reference lists the core combo edits in ConnectCarolina used for all campus transactions. It also lists combo edits used specifically for athletics and foundations. It includes a description for each combo edit. This list provides a baseline for combo edits, as combo edits are added to the system on an ongoing basis.  

Type: Quick Reference Categories: Finance Last Updated: December 11, 2014

Do you enter vouchers in ConnectCarolina?  Do you get frustrated by having to enter the same information repeatedly when creating vouchers for student stipends or recurring payments?  Maybe you’ve thought how nice it would be to have the information already filled in each time.  If so, we’ve got some good news for you!  A new option that lets you create reusable templates for campus vouchers is coming on Friday, December 15. Enter Student Stipends Faster Beginning on December 15, you’ll be able to create templates for the vouchers you create on a regular basis, such as student stipends or recurring payments. Starting with a template means you’ll have fewer fields to fill in when creating these vouchers.  While step-by-step instructions for how to create and use the templates will be coming soon, one of the best features is that you create templates the same way you create vouchers now. Want to See a Voucher Template Be Created? Join us for a webinar on Friday, December 15 at 10:00 am to watch us walk through creating a template and applying the template to campus vouchers for student stipends. To join the webinar on December 15, go to https://www.anymeeting.com/302-780-291 or you can go … Continued

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You may have heard that changes are coming to financial reports in InfoPorte. Later this summer, all reports in InfoPorte will take their actuals (that is, expenses and revenue) from the General Ledger (GL) Actuals ledger. Only budget-related data, such as budgeted amounts, pre-encumbrances, and encumbrances will come from the Commitment Control (KK) ledgers. This means we’ll have a single source for our financial information: The GL Actuals Ledger, which is our “book of record.” Some of the main benefits you’ll see from this change are: ·       A true “Budget to Actuals” balance, since the budget is coming from the KK ledgers and the actuals are coming from the GL Actuals ledger. ·       A single year filter on the Main Ledgers and Transactions tab in InfoPorte, instead of separate filters for fiscal year and budget period. The fiscal year and budget period filters will be combined into one filter and the system will determine whether to look at the fiscal year or budget period based on the ledger that the information is coming from. ·       Easier reconciliation for sponsored research projects. OSR uses information from the GL Actuals ledger for reporting to sponsors, so when InfoPorte starts pulling from the same ledger, you’ll be looking at the same numbers … Continued

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This Quick Reference introduces the ConnectCarolina process of employee funding. Provides an overview of how to enter initial funding, perform a budget check, and enter funding source changes.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: August 30, 2016

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This document summarizes the changes in ConnectCarolina and InfoPorte.

Type: Quick Reference Categories: Finance, Reporting Last Updated: May 23, 2017

Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). These slides were used for a webinar and summarizes the changes in ConnectCarolina and InfoPorte.

Type: Slideshow / Presentation Categories: Finance, Reporting Last Updated: May 19, 2017