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This handout explain the new ability to use percentages or dollar amounts when entering information on the funding grid in an ePAR.

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.

Webinar covering changes to the WebTravel System that went live with ConnectCarolina Finance.

Slides for the Changes to WebTravel webinar.

This quick reference card details how you change the pay terms date when you’re creating a campus voucher.

Instructions for completing a help ticket to request a new ConnectCarolina program or cost code chartfield. The request must come from an MOU Lead.

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.

This self-paced course explains the chartfield structure in ConnectCarolina, including a thorough description and examples of each chartfield.

This webinar demonstrates options for entering source chartfield value requests.

This webinar demonstrates the different options available for searching for chartfield codes.

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

This quick reference guide provides details about choosing categories in ConnectCarolina.

This quick reference guide describes how suppliers are classified and provides the appropriate procedures for requesting changes to a supplier’s information.

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.

A quick reference on closing campus vouchers.

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.  

  ConnectCarolina process improvements continue when a much anticipated Graduate Student Hub launches this summer. If you are a Student Services Manager, you’ll soon see a Graduate Student Hub tile on your ConnectCarolina Admin homepage. “Hub” really says it all. Student academic information, funding information, frequently used ConnectCarolina queries and reports that reside on multiple in ConnectCarolina will now be accessible from one place. One of the most exciting features for student services managers is the Graduate Student Tracking page. It’s easy to search by student or by program and plan and find comprehensive information about students in seven key areas: Student Profile Information: photo, PID, address, program, emergency contact, and an optional area for departments to designate the academic advisor or mentor and an option to add notes about interactions with the student Degree Progress: program details, leave history and key milestones Achievements: memberships, licenses and certifications, student presentations, and so on. Courses Taken: information on completed classes such as hours, course names, and instructors ·Courses Taught: information on classes taught such as section number and enrollment Funding: stipends, tuition awards and other information from GradStar and GSHIP, and other funding Alumni Info: email addresses and employment information for alumni   What started out as a … Read more

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.

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.

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.