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

Type: Categories: Last Updated:

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

Type: Categories: Last Updated:

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

This document covers the changes that are being made to the Vendor Invoice Submission Page (VISP) on March 21, 2019.  You can find out more information about using VISP in the Purchase Requisitions and Receiving Guide.

Type: Quick Reference Categories: Finance Last Updated: March 19, 2019

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

There’s an updated ePro Supplier Catalog Guide on the CCInfo website. The ConnectCarolina team sat down with Ammar Yameen, Director of eProcurement and Materials Management, to learn some tips and tricks for ordering from the ePro Supplier Catalog. If it’s been a while since you’ve looked at the guide, it’s worth a re-visit. The revamped guide includes information about new tools and features that we gained with the recent upgrade and updated information about the ePro features used most often. Click the page links below to see a few of the updates. • New Mass Change tool – You can change multiple requisition lines at one time. • PO number formatting that suppliers can understand – Adding UNCCH to the beginning of PO numbers helps suppliers identify your order and assist you more quickly. • Cancellation Requests – The guide now has email addresses for each supplier.

Type: Categories: Last Updated:

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

Type: Quick Reference Categories: Finance Last Updated: April 30, 2018

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: February 28, 2019

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.

Type: Categories: Last Updated:

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

Dear Faculty Member, We are pleased to announce that beginning Thursday, September 20, you will see a new home screen in ConnectCarolina called the Faculty Portal. You may have received an email earlier this year about the Faculty Portal, but you weren’t able to receive it because you have access to options that weren’t available on the Faculty Portal. More options have been added to the Faculty Portal, so now all faculty members can have the Faculty Portal as their home page in ConnectCarolina. If you typically use “Main Menu” to get to pages in ConnectCarolina, you can use the Navigator button (the one that looks like a compass in the top right-hand corner of the page) to see the menu options you have access to in ConnectCarolina. Any “favorites” you have added in ConnectCarolina will be on the new Faculty Portal as well. What is the Faculty Portal? The faculty portal, created with input from faculty members across campus and the Faculty Information Technology Advisory Committee (FITAC), puts the teaching and research information faculty use most on the first screen you see in ConnectCarolina. On one page, called the Faculty Portal, you can see: your teaching schedules which students have incompletes in … Continued

Type: Categories: Last Updated:

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

Type: Categories: Last Updated:

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

Type: Categories: Last Updated:

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

Type: Categories: Last Updated:

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