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 suppliers are classified and provides the appropriate procedures for requesting changes to a supplier’s information.

Type: Quick Reference Categories: Finance Last Updated: December 10, 2018

This panel discussion will focus on the tasks and topics that are most important to you. We’ll send you a questionnaire in late September so that you can work with the panel to set the agenda.

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

A quick reference on closing campus vouchers.

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

Payroll Lockouts, TIM Term Payout Deadlines, School/Division Deadlines, Central Office Approval Deadlines. If these dates on the University’s Payroll Calendar are important to your work, read on.   Did you know that you can pull the Payroll Deadline calendar into your Outlook calendar and view it side-by-side or as an overlay on your personal calendar? A key benefit to combining your calendars is staying up-to-date. If a deadline changes, it is automatically updated on your calendar, so you will always see the most current payroll deadline dates.

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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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NOTE This article first appeared in the June 12, 2018 ConnectCarolina Newsletter. 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 … 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. (Due to issues encountered in testing, this information is no longer valid.  See email from August 9, 2018 for correct information.) ·       Easier reconciliation for sponsored research projects. OSR uses information from the GL Actuals … 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

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 webinar discusses the changes in ConnectCarolina and InfoPorte.

Type: Webinar Categories: Finance, Reporting Last Updated: May 19, 2017

Common budget errors and their potential solutions.

Type: Quick Reference Categories: Finance Last Updated: March 19, 2015

This document shows where the information on the original PI Dashboard is located on the new PI Dashboard in InfoPorte.  For more information about the new PI Dashboard, refer to the Working With the PI Dashboard reference card.

Type: Quick Reference Categories: Research Last Updated: September 15, 2017

This Excel spreadsheet contains a complete list of the category codes used in ConnectCarolina.

Type: Spreadsheet Categories: HR/Payroll Last Updated: April 26, 2017

This report shows fund and cash balances, and revenue and expenses, by source. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016

We are going to examine the current process of overpayments for the University and discuss process improvements. We plan to take a holistic point of view on how over payments work in the system, ranging from a practical approach to ultimately a preventative approach. This presentation will include some of the following: practical steps to take (where and how to complete necessary steps in resolving over payments, targeted for beginner HR reps), to proactive/reactive approaches (including examples and resources), and implications of over payments (looking at how it affects other areas and departments across campus). To just view the slides from this presentation, click here.

Type: Webinar Categories: HR/Payroll Last Updated: October 24, 2018

We are going to examine the current process of overpayments for the University and discuss process improvements. We plan to take a holistic point of view on how over payments work in the system, ranging from a practical approach to ultimately a preventative approach. This presentation will include some of the following: practical steps to take (where and how to complete necessary steps in resolving over payments, targeted for beginner HR reps), to proactive/reactive approaches (including examples and resources), and implications of over payments (looking at how it affects other areas and departments across campus). To view the live recording of this presentation, click here.

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

In this session, we’ll look at the common reasons why your finance transactions, such as purchase requisitions, vouchers, and journals get errors. We’ll show you queries to identify those errors and suggestions for fixing the errors. To just view the slides from this presentation, click here.

Type: Webinar Categories: Finance Last Updated: October 30, 2018

In this session, we’ll look at the common reasons why your finance transactions, such as purchase requisitions, vouchers, and journals get errors. We’ll show you queries to identify those errors and suggestions for fixing the errors. To view the live recording of this presentation, click here.

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

The basics of using the ConnectCarolina system, including logging in, signing out, getting help, searching, using multiple windows, assigning favorites, and navigating.

Type: Quick Reference Categories: General Last Updated: December 13, 2016

This self-paced course explains what ConnectCarolina is, how to sign on and off and manage your session, how employee roles determine system access and how to secure your session.

Type: Computer-Based Training Categories: General Last Updated: December 13, 2016

This self-paced course covers topics such as accessing and navigating the system, working with Favorites, using search functions and working in multiple sessions.

Type: Computer-Based Training Categories: Finance Last Updated: December 13, 2016

Student guide for the foundational ConnectCarolina HR course.

Type: Guide Categories: HR/Payroll Last Updated: June 18, 2015