Training

Training

If you do not see what you are looking for, please refer to the Training Contact sheet (XLS). Please contact This e-mail address is being protected from spam bots, you need JavaScript enabled to view it if you have any questions about offered trainings, or would like to suggest a training topic.

 

Accounting

Financial Environment at UNC Chapel Hill
Classroom Training
Flexible Routing of Electronic Documents (FRED)Manual (PDF)
CBT (WMV)
Investment ManagementInformation
Online Journal Entry System - Correcting EntriesManual (PDF)
CBT (WMV)
Online Journal Entry System - BillingManual (PDF)
Online Journal Entry System - Cash Advance Settlement Manual (PDF) 
Online Journal Entry System - Money MarketManual (PDF)
Online Journal Entry System - Trust and Special Funds TransfersManual (PDF)
Online Journal Entry System - Print Plan DepositManual (PDF)
CBT (WMV)
Online Journal Entry System - Department One Card DepositManual
CBT (WMV)
 Online Journal Entry - Morehead PlanetariumManual
 Online Journal Entry - Development Office Gift AssessmentManual
UNC Account Request System Manual (PDF)
CBT

     Required Documentation Table

Instructional Guide (PDF)
Unit Accounting System (UAS) UAS Manual (PDF)
Web-based Training Modules
    Financial Resources, UNC-Chapel Hill
    Introduction to Accounting, at UNC-Chapel Hill
    Funds Management, UNC-Chapel Hill

Modules

Audit

Internal Controls & Fraud Prevention Web Based Module

Budgeting

Online Budget Transfer InstructionsInstruction Manual (PDF)
Budget Management System(BMS)
Manual given out in class
Classroom Training
State and F&A Budget Training
Manual given out in class
Classroom Training

Credit Card Merchant Training

Manual given out in classClassroom Training

In-Depth

Manual given out in classClassroom Training

Insurance

Graduate Health Insurance ManualInstruction Manual (PDF)

How-To Brochures

How-To:
   Applicability of 4% Withholding
   Buy Goods
   Buy Furniture
   Buy Services
   Check Account BBA
   Dual Employment Payments
   Guide to Systems and Access
   Independent Contractors
   Moving Expenses
   Payments to Individuals
   Surplus Property
   Transfer Equipment
   Travel
   Web Receiving
   Web Requisitions




How-To Manuals

Payroll

Accessing your Electronic Pay StubInformation 

Procurement

P-Card Initial Cardholder PresentationCBT
Online Check Request SystemManual (PDF)
CBT
Online Check Request- Stipends onlyCBT
Online Check Request - Reports onlyCBT
Web Receiving CBT 
Web Requisitioning CBT 
Web Vendor CreateManual (PDF)
CBT

Reporting

Finance Data Warehouse Reports Classroom Training
Manual (PDF)
Finance Data Warehouse Reports Quick Reference GuideInstructional Guide (PDF)
Finance Data Warehouse Reports GeneratorClassroom Training
Manual (PDF)
FDW Generator- Windows XP Service Pack 2Instructional Guide (PDF)
FDW Generator-Basic Pivot TablesInstructional Guide (PDF)
FDW Generator- Expenditures by Source of FundsInstructional Guide (PDF)
FDW Generator-Filtering ConceptsInstructional Guide(PDF)
FDW Generator-SL Fund Type RulesInstructional Guide (PDF)
FDW Generator-GL Fund Type RulesInstructional Guide (PDF)
FRSClassroom Training
Manual (PDF)
FRS Quick Reference GuideInstructional Guide
FRS Screen Guide Screen Guide  (PDF)
How to Read Monthly FBM ReportsModule
How to Use Finan$eerModule
E-PrintManual
Module
IN-DepthClassroom Training

SAUR

StARS - About the Student Award Reporting SystemPowerpoint
StARS - 123 CookbookPDF
StARS - Abbreviations PDF 
StARS - Allowable Object Codes and Rank Codes PDF 
StARS - Request Access Web Page 
StARS - Contact InformationPDF 
StARS - How to Request Technical Assistance  PDF

Surplus Property 

Surplus Property Management System (SPMS)Manual (PDF)
CBT

Time Information Management (TIM)

TIM for employeesCBT
Manual

Travel

Central Airfare Billing (CABS)Manual (PDF)
CBT
Web Travel- ManualManual (PDF)
Web Travel- Full VersionCBT
Web Travel- Reimbursement onlyCBT
Web Travel- Registration onlyCBT
Web Travel- Approving onlyCBT
Web Travel- Deleting onlyCBT
Web Vendor CreateManual (PDF)
CBT
TravelinkTravelink Online Demo

Treasury

Risk ManagementInformation
 

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