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This webinar covers updates on the following topics related to Data Collect Batches or DCB.  Fiscal year end, journal header, new DCB source requests, archive journal errors, OSR project close out, DCB contact information

Double-Check Your Home Address for Tax Forms Your home address (not your mailing address) is where the University sends your printed tax forms (1098-T and W-2).  Please take a minute to double-check your home address in the campus directory and update it if needed.  To do that, sign in to ConnectCarolina and from the Self Service (employees) or the Student home page, click the Personal Information tile, and then the Addresses option on the left side of the Personal Information screen. Verify that your home address is correct and click the red pencil icon next to your home address if you need to make changes. If you make changes, be sure to click OK at the bottom of the Edit Address page, and then Save. Please update your home address prior to winter break to guarantee your tax forms are delivered to your desired address. Opt Out of Printed Tax Forms  You can choose to opt out of printed W-2 and 1098-T forms and get them electronically only. Opt out of printed 1098-Ts: The IRS requires the University to issue Form 1098-T, “Tuition Payments Statement,” to each student by January 31. The 1098-T form helps you determine whether you are … Read more

The PowerPoint presentation identifies some key information areas needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

This quick reference accompanies the Useful Reports and Queries for Research Administrators presentation. This reference provides a list of reports discussed in the presentation, and where and how to access them.

This is a recording of a presentation made at the 2016 OSR Symposium. The presentation provides key information needed by people who manage contracts and grants, including: finding open requisitions, purchase orders, and unposted vouchers; finding voucher payments; finding sponsor payments; finding payroll accounting rows; finding cash balances; finding budget balances.

This reference card explains how to enroll in training offered by the Office of Human Resources, how to cancel a course you’ve registered for, and how to see your training summary.  Your training summary may include training that is managed by your school or division as well.

This guide covers what data can be accessed in Finan$eer, how Finan$eer differs from the Finance Legacy Data Warehouse, and how to access and search for transactions in Finan$eer.

This self-paced course explains the difference between deleting and inactivating a GradStar award. It also covers the steps you’ll need to take to change a student’s estimated billing units and funding percentage and how to split a student’s award between two departments.

This self-paced course covers the steps you’ll need to take to gain access to GradStar and the different types of financial aid awards. You’ll learn how to view a student’s record in GradStar, mark a student as eligible to receive an award and enter multiple types of awards in the system.

This SAS documentation gives general information about how to use and navigate the SAS Web Studio reporting tool,

This self-paced course describes how billing areas use Bill Presentation to charge campus customers. It also covers how to use search parameters to run reports, how to understand and work with reports and how to view contact information for each billing area.

This reference card explains how to use the Campus Journal Chartfield Matrix.

This brief guide includes details on how to fill in the fields of the Chartfield Checker tool and how to troubleshoot error messages.

This self-paced course explains when transactions feed in to CBM, the reconciliation timeline, how to navigate to CBM, how to modify current charges, and how to work with chartfield strings in CBM.

Student guide for the Using the ImageNow Client class.

This reference card details the steps to submit an invoice against a purchase order in the Vendor Invoice Submission Page.

This quick reference card provides step by step instructions to register your cell phone without installing the app for 2-Step Verification.  These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.

This quick reference card provides step by step instructions to register your landline phone for 2-Step Verification. These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.

This quick reference card provides step by step instructions to register your smartphone and install the app for 2-Step Verification.  These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.

This quick reference card provides step by step instructions to register your tablet and install the app for 2-Step Verification. These instructions are recommended for use after reading the Getting Started with 2-Step Verification reference card.