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.
A quick reference for cash advances with account codes, scenarios, and naming conventions.
Confused about Cash Advances – When you can use one? How to submit one? Why was my journal denied? Come learn about the Cash Advance policy, procedure, and what you need to get your reconciling journal entry approved the first time you submit it. To view the live recording of this presentation, click here.
Confused about Cash Advances – When you can use one? How to submit one? Why was my journal denied? Come learn about the Cash Advance policy, procedure, and what you need to get your reconciling journal entry approved the first time you submit it. To just view the slides from this presentation, click here.
Webinar on how to create and settle cash advances in ConnectCarolina.
Slides for the Cash Advances webinar.
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.
This reference card explains the billing areas that send charges to the Customer Billing Management (CBM) and Bill Presentation system, as well as what the process for reconciling looks like. Includes charts to explain the fields on the forms.
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/.
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.
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.
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
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
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.
Explains changes to the funding grid in ePAR forms that make it possible to enter funding information either as percentages or dollar amounts.
This handout explain the new ability to use percentages or dollar amounts when entering information on the funding grid in an ePAR.
Webinar covering changes to the WebTravel System that went live with ConnectCarolina Finance.
Slides for the Changes to WebTravel webinar.
This quick reference card details how you change the pay terms date when you’re creating a campus voucher.
Instructions for completing a help ticket to request a new ConnectCarolina program or cost code chartfield. The request must come from an MOU Lead.