ConnectCarolina Newsletter  |  April 1, 2015

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NEW: Year-End Close Courses Added

Get ready for the fiscal year-end with a new class titled Preparing for Year-End Close: Reviewing Open Transactions focused on queries in ConnectCarolina to identify "in-flight" transactions. This class fills up quickly, so register now.  Check the calendar for dates and details.

Find all year-end info on one page on the ccinfo website.

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NEW: Receiving by Purchase Order

A new process for receiving by purchase order or vendor ID is now available for campus users. For instructions see the Creating a Receipt by Purchase Order quick reference.

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Retroactive Funding Transfer Application is Live!

The Retroactive Funding Transfer Application launched today allows Schools, Divisions and Departments to make retroactive salary source changes on payrolls paid since the October 2014 go-live. Learn more.

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Webinar: Retroactive Funding Transfer Application

An online training on how to use the Retroactive Funding Transfer Application. View on YouTube.

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Documentation: Retro Funding

View documentation on the procedure to retroactively move a person's salary in a certain pay period to a different source or sources. 

Find all info on encumbrances and retros on one page on the ccinfo website.

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Last Chance: InfoPorte Survey

Do you use InfoPorte? Take a brief survey about InfoPorte and tell us what you think.  Also, visit the Reporting page for the latest news about InfoPorte.


Gain New Skills at User Group Meetings

Mark your calendar for the upcoming User Group meetings for Finance on April 17 and HR/Payroll on April 22.  You can attend in person or view via webcast. Details here.

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User Group Recording: Tricky Transactions

Watch the video of the March 25 User Group Meeting for demos of how to process some "tricky transactions."  Find slides on the User Groups page.


Recently Recorded Webinars

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NEW: Preparing for Year-End Close

This webinar discusses what is needed to close year-end in a timely and accurate manner, emphasizing how to identify open transactions and either delete or process them. View on YouTube.

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NEW: Updated Cash Advance Procedure

Learn the updated procedure for settling cash advances using campus journal instead of a campus voucher. View on YouTube.

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Student Actions Webinar

Learn more about Student Actions from this presentation to the HR/Payroll User Group on March 6.  View on YouTube.

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Reconciling in InfoPorte

Learn how and when to reconcile transactions in the latest version of InfoPorte. View on YouTube.

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7 Key Financial Concepts

An ongoing series that provides an overview of key financial concepts for Finance users at every level. View the first video in the series or check out the related handouts.


More Answers in Training Resources

Need a reminder of something you learned in training? Wondering if there is a tip or trick on a certain procedure? Check out the Training Resources page where you will find help documents, recorded webinars, quick reference cards and more. Bookmark the page and refer back to it often!


User Forum

Ask questions and share tips about functions and business processes in ConnectCarolina and InfoPorte.


Need Access?

The way to request access to ConnectCarolina and InfoPorte has changed. Find out what to do if you need access to these systems.


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