This quick reference guide covers how to monitor your grant’s burn rate, do a quick balance and end date check for all projects, find budget balances, and look up details about your grant.

Type: Quick Reference Categories: Finance, Research Last Updated: October 28, 2015

This quick reference guide covers how to find accounts on the OSR account tree, using Budget Overview Inquiry to see budget activity, finding budget balances in InfoPorte, and processing cost share commitments in ConnectCarolina.

Type: Quick Reference Categories: Finance, Research Last Updated: October 23, 2015

This quick reference card shows how to correct chartfield strings on approved deposits and provides guidelines for adding electronic attachments.

Type: Quick Reference Categories: Finance Last Updated: April 4, 2017

A quick reference on how to correct unbalanced deposits by using the Totals and Payments tabs.

Type: Quick Reference Categories: Finance Last Updated: May 6, 2015

A quick reference for creating a campus voucher.

Type: Quick Reference Categories: Finance Last Updated: October 19, 2017

A step-by-step guide to creating a deposit in ConnectCarolina.

Type: Quick Reference Categories: Finance Last Updated: May 15, 2017

This Quick Reference Card provides instructions for creating a receipt for a Purchase Order in ConnectCarolina.

Type: Quick Reference Categories: Finance Last Updated: September 14, 2016

This webinar details how to use the new template functionality for campus vouchers, including how to: create templates use templates to create a campus voucher modify templates For more information, you can use the Working With Voucher Templates guide.

Type: Webinar Categories: Finance Last Updated: December 15, 2017

This guide is used in the Creating Campus Vouchers class. This guide explains how to use the Campus Voucher option in ConnectCarolina to make payments (including to independent contractors), to enter credits, to replenish petty cash, to have checks cut, and to make cash advances.  The guide also explains how to create reusable templates for campus vouchers along with how to use those templates to create campus vouchers and how to modify the templates.  It also explains how to use the Voucher Inquiry option to see completed and in-process vouchers. This guide also touches briefly on how to find vouchers in InfoPorte reports.

Type: Guide Categories: Finance Last Updated: December 18, 2017

Step-by-step guide to deleting a campus voucher that you’ve created.

Type: Quick Reference Categories: Finance Last Updated: April 1, 2015

Provides a high-level overview of how ConnectCarolina changes the way data is made available to departmental systems.

Type: Quick Reference Categories: General Last Updated: June 18, 2014

This quick reference card covers how to edit and resubmit a deposit that has been rejected by the Cashier’s Office.

Type: Quick Reference Categories: Finance Last Updated: April 4, 2017

Student guide for the Entering a Credit on a Campus Voucher class.

Type: Guide Categories: Finance Last Updated: November 14, 2014

Student guide for the Entering a Petty Cash Voucher to Replenish Funds class.

Type: Guide Categories: Finance Last Updated: October 22, 2014

Student guide to the course on Entering a Retroactive Funding Swap.

Type: Guide Categories: Finance Last Updated: May 18, 2015

This guide covers fiscal year 2017-18 annual salary increases.

Type: Guide Categories: HR/Payroll Last Updated: August 21, 2017

Slides from the Entering Source Chartfield Value Requests class.

Type: Slideshow / Presentation Categories: Finance Last Updated: October 1, 2014

A quick guide that explains how to choose the correct effective date on an ePAR.

Type: Quick Reference Categories: Finance, HR/Payroll Last Updated: June 7, 2016

Guide to EPA Student Short Work Break.

Type: Quick Reference Categories: HR/Payroll Last Updated: June 9, 2016

Introduces the electronic Personnel Action Request (ePAR), the form used to enter all HR actions in ConnectCarolina.

Type: Quick Reference Categories: HR/Payroll Last Updated: December 15, 2016

This poster preview includes helpful tips to keep in mind when completing eProcurement tasks, like entering chartfield strings in SpeedChart. You can email cc_communications@unc.edu to request a copy of this poster.

Type: Quick Reference Categories: Finance Last Updated: May 30, 2017

A quick reference that addresses commonly asked questions and provides top tips for using ePro.

Type: Quick Reference Categories: Finance Last Updated: July 6, 2015

Student guide for the ePro Vendor Catalog class.

Type: Guide Categories: Finance Last Updated: November 23, 2016

This document can be used as a quick reference to view select expenses by fund type.

Type: Guide Categories: Finance Last Updated: April 17, 2017

This is the Power Point presentation for the F&A Formula Allocation Report. The webinar explains the following: the components of F&A budget, the formula allocation, how to run the F&A Formula Allocation Report, and how to look up budget journals on the InfoPorte Transactions tab.

Type: Slideshow / Presentation Categories: Finance Last Updated: September 21, 2016

This is the recording for the live F&A Formula Allocation Report webinar. The webinar explains the following: the components of F&A budget, the formula allocation, how to run the F&A Formula Allocation Report, and how to look up budget journals on the InfoPorte Transactions tab.  

Type: Webinar Categories: Finance Last Updated: September 21, 2016

A comprehensive list of available finance reports and queries on a searchable web page.

Type: Web page Categories: Finance, Reporting Last Updated: April 1, 2016

This self-paced course covers the difference between the Commitment Control and GL Actuals ledgers. It shows which ledger the InfoPorte Ledger Rollups report is based on and the uses of this report. It also explains which reports are based on the GL Actuals ledger and the uses of those reports.

Type: Categories: Finance Last Updated: June 1, 2017

This self-paced course covers how to use the InfoPorte Ledger Rollups tab to find your department or project budget balances; enter the correct fiscal year, budget period and accounting period filters; enter the correct chartfield filters for each fund group; and interpret the Ledger Rollups search results.

Type: Categories: Finance Last Updated: June 1, 2017

This self-paced course covers how to use the InfoPorte Transactions tab to search for revenue and expense transactions; enter the correct fund, fiscal year, budget period and accounting period filters to find transactions; enter the correct chartfield filters to find transactions; and enter the correct advanced filters to find transactions.

Type: Categories: Finance Last Updated: June 1, 2017