Chartfield Foundations

ConnectCarolina is going live on October 1st, 2014.

One of the major changes coming with ConnectCarolina is a new chart of accounts.  Current account codes will no longer be valid and new codes must be learned. To assist you with understanding this new accounting structure, we have developed  a series of basic lessons on the ConnecCarolina chartfields, called Chartfield Foundations.  

This is a 5 part, School of Public Health specific series of training materials to assist you in the transition to the new system. These lessons are intended to complement the University’s webinar on ConnectCarolina chartfields and the computer based training (CBT) on chartfields which is available HERE. (Onyen login required)

Please click on the links below to access the modules (training will open in a new window).  You can also download and open the attached PowerPoint slides for each of the modules for reference while completing the training.

The Chartfield Fundamental series covers :

Part 1 –  Core Chartfields Overview
Chartfield Foundations – Core Chartfield  Slides

 Part 2 – FUND – A Deeper Dive
Chartfield Foundations – FUND Chartfield Slides

 Part 3 – SOURCE – A Deeper Dive
Chartfield Foundations – SOURCE Chartfield  Slides

 Part 4 – ACCOUNT – A Deeper Dive
Chartfield Foundations – ACCOUNT Chartfield Slides

 Part 5 – Additional and Optional Chartfields
Chartfield Foundations – ADDITIONAL Chartfield Slides

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