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

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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

The goal of this session is to facilitate a meaningful group discussion for Business Managers and/or their designees on current topics of interest at the University. These topics could include but not limited to changes in PCARD use, Closing of Imprest Checking accounts and use of BofA Reloadable Cards, OSR Prior Approval Request Forms, Research Recharge Center Compliance, Research Admin Training for Staff, Navigating OIC, closeout of projects, and RAM Tracker Transparency project. We will pole participants either prior to or at the beginning of the session to determine what topics people would like to discuss.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 23, 2018

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: May 20, 2019

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: December 10, 2018

 Last month we promised you more information about a new tile-based design for ConnectCarolina. Here’s the latest information we can share. First of all, it’s important to know you will still have access to everything you have now, your favorites will still be there and the updated look reduces accessibility barriers that make it difficult for many people with disabilities to use ConnectCarolina. For students, it also means it will be easier on the eyes when they’re using ConnectCarolina on their phones. Want to know more? The design is evolving, but we’ll give you info as decisions are made and work in ConnectCarolina progresses. How Do You Use ConnectCarolina? The reason we can’t paint a complete picture is that we’re still out there talking to ConnectCarolina users across campus. We’re talking to students who use ConnectCarolina to register for classes and check grades. We’re meeting with employees who work in ConnectCarolina everyday and those who only go into ConnectCarolina to check their pay stub. What we hear from them guides us in making the updated ConnectCarolina work better for you. A few weeks ago, we met with students and student administration staff and what we learned actually changed the design direction for the ConnectCarolina student pages. We’ve had … Continued

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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: May 20, 2019

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

The ConnectCarolina Design Elements survey was only open for a few days but we received more than 700 responses from across campus. We asked you to choose among several options for background color, tile color and icon design. Thank you for sharing your opinions. Winning Design Elements Background: Blue Sky (winner), Carolina Blue (close second place) Tile Color: White (winner by a landslide) Icon design: Light and Dark Blues (winner), Multicolored (close second place)

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

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

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.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 23, 2018

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.

Type: Webinar Categories: Finance Last Updated: October 24, 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

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.

Type: Quick Reference Categories: Finance Last Updated: June 4, 2019

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

Hello, We are sending this message to let you know about changes to pages you may have access to in ConnectCarolina. Please read this information carefully. Information Technology Enterprise Applications takes its responsibility for securing our employees’ sensitive information (including social security numbers) very seriously. The changes we are making this week will tighten security by limiting the number of places where a social security number (SSN) is displayed and reducing the number of individuals who can see them. To secure this information, many organizations have already abandoned processes that require the use of social security number. Even Medicare is removing the SSN from Medicare insurance cards. Beginning on Thursday, November 1 after 5:00 pm, the following changes will be in place on the UNC Campus > Independent Contractor pages: You will no longer see the Social Security # search field on the Find an Existing Value tab. You will no longer see the SSN field in the Search Results. The Social Security # field on the Independent Contractor form will be fully masked; you will only see asterisks in this field. If you are adding a new independent contractor, after you enter the Social Security Number in the Social Security # field and tab out of the field, the entire Social Security Number will … Continued

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Hello, We are sending this message to let you know about changes to pages you may have access to in ConnectCarolina. Please read this information carefully. As we have shared previously, Information Technology Enterprise Applications takes its responsibility for securing our employees’ sensitive information (including social security numbers) very seriously. The changes we are making this week will continue to tighten security by limiting the number of places where a social security number (SSN) is displayed and reducing the number of individuals who can see them. Beginning on Monday, December 17 after 5:00pm, the following changes will be in place on the UNC Campus > Campus Supplier pages: You will no longer see the TIN or PID search field on the Find an Existing Value tab. If there’s a Tax Identification Number (TIN) in the TIN or PID field, the Search Results will be fully masked, you will only see asterisks in this field. If there’s a TIN in the TIN or PID field on the Supplier Data form, it will be fully masked (you will only see asterisks in this field). If there’s a PID in this field, you will see the last 4-digits, as you do in the system today. If you are adding a new supplier and the supplier type is Other Supplier and you know the … Continued

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