View: All Resource – Alphabetical
This document can be used as a quick reference to view select expenses by fund type.
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.
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.
This session provides an overview and background of the development of the Faculty Portal. The Faculty Portal is a comprehensive portal developed specifically for faculty utilizing PeopleSoft’s “Fluid” technology. In addition to the background information a demonstration of the portal will be provided. To just view the slides from this presentation, click here.
This session provides an overview and background of the development of the Faculty Portal. The Faculty Portal is a comprehensive portal developed specifically for faculty utilizing PeopleSoft’s “Fluid” technology. In addition to the background information a demonstration of the portal will be provided. To view the live recording of this presentation, click here.
As part of the Fall 2018 census activities, there will be an outage of the Student Administration component of ConnectCarolina on Wednesday, September 5th, starting at 5:00pm and ending around 12:00am. Census is the official date the University reports enrollment. Faculty, students and staff will NOT be able to access any ConnectCarolina Student Administration functionality. Finance functions are NOT affected by this outage, but the ePAR hire form for HR/Payroll is affected, as are some services related to Onyen, PID and Guest ID. During the September 5th outage, these ConnectCarolina applications may experience limited or no functionality: Student Administration Third-Party Proxy Access ePAR hire form TouchNet (students and third-party proxies cannot pay bills; applicants cannot pay enrollment deposits) Some Guest ID and Onyen update services PID Create UNC Directory (lookups available but not updates) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS)
Do you often wonder how budgets are set up? Have you looked at your personnel budgets and wonder why you over spend or even hope you have enough funds to cover who your department pays? Have you had to pay for an employee from another State Agency? The best question of all, who handles this? This and more can be answered in this session. This round table will offer budget structure, dual employment guidance, position salary and budget connections and an array of other helpful tips!
A comprehensive list of available finance reports and queries on a searchable web page.
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.
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.
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.
This self-paced course covers how to review the search results on the InfoPorte Transactions tab and identify the key information for expenses, including payroll expenses; budget journals and budget transfers; and deposits and other revenue transactions. It also explains how to identify the types of campus transactions that coincide with the InfoPorte Trans Type field and interpret the positive and negative signs on revenue and expense transactions.
These slides are from the What’s Changing with ConnectCarolina Finance webinar in December 2018. For more information, you can watch the webinar or go to the upgrade webpage.
This document is the Student Guide for the Financial Reporting with InfoPorte class. It covers finding budget balances and transactions for all major fund types, finding grant detail information, and the reconciling process.
Slides for the Financial Reporting with InfoPorte class.
This content now in the Financial Reporting and Reconciliation document.
This guide covers how to understand fund balances, how to find different fund balances using reports, and how to understand the search results in reports.
This is a checklist for campus of Fiscal Year-End actions for 2016.
These slides show how the Student Center and the student experience in ConnectCarolina is changing.
StudentFinancial-FormalNotice (1)