Explore the detailed guidelines on building a chartfield string and identifying fund sources using specific codes. Learn how operating units and funding types are distinguished within the accounting system for effective financial management.

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Chartfield strings play a crucial role in organizing university financial data to track revenue and expenses effectively. They consist of various components like business unit, fund, department, program code, and more, each serving a specific identification purpose. By utilizing chartfield strings,

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Allocations are used to distribute monetary or statistical amounts across various funds, departments, products, or ChartField defined in PeopleSoft General Ledger. The process involves defining allocation types, pools, bases, targets, and offset entries. Different allocation types such as Copy, Spre

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Explore the 5-unit module focusing on the new ConnectCarolina chartfield structure customized for SPH users. Learn about core chartfields, the transition from old accounting systems to ConnectCarolina, and the attributes associated with different fund types and departments.

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This presentation covers essential information about college chartfields, including their purpose, structure, and utilization. It includes ground rules, safety guidelines, class introductions, goals, reality check, disclaimer, objectives, and chartfield categories. Participants will learn about the

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Cost share in grants occurs when a portion of costs is not covered by the sponsor but by resources within the university. Learn how to track cost share using the PeopleSoft Grants Module and understand the University's chartfield structure. Explore examples and the process of managing cost share exp

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Learn about lump sum payments, funding swaps, and essential processes in ConnectCarolina. Explore how to use the funding grid, enter payments, swaps, and chartfield rules. Discover the role of Commitment Accounting in managing employee funding effectively. Enhance your ConnectCarolina knowledge and

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Explore the Fund-Source pairings in the new ConnectCarolina chartfield structure. Learn how to avoid errors by correctly matching Funds and Sources, and understand the interaction between Fund, Source, and Department. Gain insight into the major fund groups and their specific Source ranges for effic

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