ConnectCarolina Newsletter  |  April 29, 2015

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2015 Fiscal Year-End

It is time to get ready for fiscal year-end!  There are classes, webinars, handouts and more to help you prepare.  Access all available resources on the 2015 Fiscal Year-End page.

Watch the April 17 webinar on 5 key steps to prepare for fiscal year-end

Check the calendar to sign up for the class Preparing for Year-End Close: Reviewing Open Transactions, which is focused on queries in ConnectCarolina to identify "in-flight" transactions.

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New! PeopleSoft Queries

PeopleSoft Query Viewer is a tool that lets you run pre-built reports on the information in ConnectCarolina.  PeopleSoft queries are especially important this time of year to search for and review finance transactions in preparation for year-end.  Click to learn more about PeopleSoft queries.

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Auto Deletion of Vouchers Starts May 1

Auto deletion of vouchers is set to begin in ConnectCarolina on May 1 to expedite month-end closing processes.  Learn more in this memo.

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Known Issues and Recent Fixes

Notice that something isn't working?  Wondering if a fix has been made?  Find all information about issues and fixes at a single page on the CCinfo website.  Check out the Issues and Fixes page.

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User Group Meetings

Mark your calendar for upcoming User Group meetings!  You can attend in person or view via webcast. Details here.

May 15: Finance Topic User Group

May 27: HR Topic User Group

Info on the last two User Group meeting topics:

End of Semester Processing of Students

The April 22 User Group meeting covered the current topic of End of Semester Processing of Students.  Speakers discussed common semester-end actions, including putting students on short work breaks, and answered users' questions.  Watch the video on YouTube or find the slides here.

Preparing for Year End

The April 17 User Group meeting discussed 5 key steps that ConnectCarolina finance users can take to prepare for fiscal year-end.  Watch the video on YouTube or find the webinar slides here.

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Research Administration Updates Poster for Labs

A new poster for labs and departments with research grants explains 3 important changes to help grant administrators.  Email Debra Beller to request copies for your area.

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New Reporting Features Now Available

The latest version of InfoPorte was released on Apr. 6. Read about what's changed in the release notes or by viewing the release webinar.  More InfoPorte news is available on the Reporting page.

Salary Projections Report

Because labor encumbrances have been removed from ConnectCarolina, you can use the salary projections report in InfoPorte to anticipate labor expenses through the end of the fiscal year.  Read the memo for more on this.

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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

More than 5,000 retroactive salary source changes have been made since the Retroactive Funding Transfer Application went live. Learn more about how to make retroactive salary source changes on payrolls paid since the October 2014 go-live.

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Recently Recorded Webinars

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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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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.

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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!

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User Forum

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

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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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