ConnectCarolina Newsletter  |  July 8, 2015

Top News in Brief

Please read and share!

Recap: Fiscal Year End

New Training Guide: ePro Vendor Catalog Helpful Tips

Upcoming User Group Meetings

New Tools and Resources

 

Scroll down for more details!

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Fiscal Year End Recap

We've entered a new fiscal year for the first time ever in ConnectCarolina!  Thanks to your hard work, fiscal year end was a smooth transition.  Thousands of "stuck" transactions were cleaned up to prepare for a fresh start in FY2016.  Thanks for everything you did to make it a success!

Budgeting Documents for FY 2016

Make sure you check out new budgeting documents that describe business processes, rulesets and budget definitions effective FY 2016.

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New Training Guide: ePro Vendor Catalog Helpful Tips

This new quick reference addresses commonly asked questions and provides top tips for getting the most out of ePro.  Download the PDF.

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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.

July 22: HR/Payroll topic: Preparing for the New Year (departmental changes and hires)

July 24  (new date): Finance topic: Reporting

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New Tools and Resources

BOOKMARK IT!:  Go to the Resources page for documentation, recorded webinars, slideshows, student guides and more helpful information about using ConnectCarolina and InfoPorte.

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Quick Reference for Financial Reporting

Need to know what reports will help you find your budget balances? Or which reports are best to use when reviewing grants?  The Quick Reference to Financial Reporting provides that and more.

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WebTravel Reporting

An enhancement has been made to the Web Travel system that allows users to generate travel reports. See the updated Web Travel guide for more information.

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Chartfield Checker Tool

Use the Chartfield Checker to validate a chartfield string to make sure it passes budget check and to ensure that you are using a valid combination of chartfield values.  Click for more information.

Short-Term Retro Tool Suspense Reports 

A report is available to users of the Retroactive Funding Transfer Application (short-term retro tool). This report allows users to quickly see the status of short-term retro tool actions so that labor expenses still in suspense or in process can be addressed before fiscal year end. The report is available from the short-term retro tool.

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New Reports Notes

Visit the New Reports Notes page for information on the most recent new reports released to InfoPorte.

Reporting Newsletter

Sign up for the Reporting Newsletter to make sure you always receive the latest information.

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Timing of Transactions From ConnectCarolina to InfoPorte

Important Reminder for Finance Users: Transactions entered in ConnectCarolina appear in InfoPorte the next day, not immediately.  Some transactions -- particularly payroll and some procurement transactions such as canceling a purchase order -- may not be available in InfoPorte until the following Monday (because they are processed over a weekend).

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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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Known Issues and Recent Fixes

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

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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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