NCFS Help Documents

The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to View Customer Tax Identification Number (TIN) in the North Carolina Financial System. QRG AR-16

The purpose of this Quick Reference Guide is to provide a mapping of reports between NCFS and NCAS. QRG AR-17

The purpose of this Quick Reference Guide is to provide answers to frequently asked questions related to the AR Year-End Accrual Process within NCFS. QRG AR-18 {A}

The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Create a Customer in the North Carolina Financial System. QRG AR-19 

The purpose of this Quick Reference Guide is to explain how to generate the Appropriate Budget Interface Reconciliation Report in the NCFS Cash Management System. QRG BUD-01 {A}.

The purpose of this Quick Reference Guide is to explain how to generate the Appropriation Transfer Budget Interface Reconciliation Report in the NCFS Cash Management System. QRG BUD-02 {A}.

The purpose of this Quick Reference Guide is to explain how to navigate the NCFS Cash Management System to review and decide on transfers and postings. QRG BUD-03 {A}.

The purpose of this Quick Reference Guide is to explain how to navigate and generate the Budget Code Balance by Type Report in the NCFS Cash Management System. QRG BUD-04 {A}.

The purpose of this Quick Reference Guide is to explain how to search for allotments and review balances in the North Carolina Financial System. QRG BUD-05 {A}.

This Quick Reference Guide (QRG) covers the navigation to the Integrated Budget Information System (IBIS) Appropriation Transfer General Ledger (GL) Interface Reconciliation Report and how to generate the report output. This report provides Budget users information on how to reconcile Capital Improvement (CI) appropriation transfers that have interfaced from IBIS to the North Carolina Financial System’s (NCFS) General Ledger Module (GL) module. QRG BUD-06 

This Quick Reference Guide (QRG) covers the navigation to the Capital Improvement (CI) Interface Reconciliation Report and how to generate the report output. The CI Allotment Interface Reconciliation Report allows NCFS users to view Capital Improvement allotments as they are posted in the North Carolina Financial System (NCFS). This report provides information that allows users to reconcile allotments between NCFS and IBIS. QRG BUD-07 {A}.

This Quick Reference Guide (QRG) covers the navigation to the FBR IBIS Allotment Interface Reconciliation Report and how to generate the report output. This report provides information on how to reconcile general fund budget allotments imported from IBIS via an interface and identify any potential errors the North Carolina Financial System (NCFS).  QRG BUD-08
 

This Quick Reference Guide (QRG) covers the navigation to the Integrated Budget Information System (IBIS) Appropriation General Ledger (GL) Interface Reconciliation Report and how to generate the report output. This report provides Budget users with information on how to reconcile the Capital Improvement (CI) appropriation entries that have interfaced from IBIS to North Carolina Financial System’s (NCFS) GL module. The CI appropriation entries interface in NCFS as journal entries and this information is then generated on the Appropriation GL Interface Reconciliation Report. QRG BUD-09

This Quick Reference Guide (QRG) provides North Carolina Financial System (NCFS) users step-by-step instructions on how to review balances in NCFS. QRG BUD-10

This Quick Reference Guide (QRG) covers the navigation to the Integrated Budget Information System (IBIS) Appropriation Transfer Budget Interface Reconciliation Report and how to generate the report output. This report provides Budget users information on how to view and reconcile General Fund appropriations that have interfaced from IBIS to the North Carolina Financial System (NCFS). This report is used to validate that appropriation transfers are accurately uploaded into NCFS from IBIS. QRG BUD-11

This Quick Reference Guide (QRG) provides the Budget users an overview on how allotments are viewed in the North Carolina Financial System (NCFS).  QRG BUD-12 {A}.

This Quick Reference Guide (QRG) provides the Budget users an overview on how budget appropriation transfers are viewed and managed in the North Carolina Financial System (NCFS). QRG BUD-13 {A}.

This Quick Reference Guide (QRG) provides the Budget users an overview on how Budget appropriations are viewed in the North Carolina Financial System (NCFS). QRG BUD 14 {A}.

This Quick Reference Guide (QRG) provides North Carolina Financial System (NCFS) users step-by-step and conceptual information on advanced search functionality such as Query by Example (QBE), conditional operators, and wildcards. QRG BUD-15

This Quick Reference Guide (QRG) provides North Carolina Financial System (NCFS) users step-by-step and conceptual information on basic search functionality such as adding fields and saving searches. QRG BUD-16 {A}.

The purpose of this Quick Reference Guide is to assist in the General Fund reconciliation procedures for appropriations, allotments, disbursements, receipts, and cash activities by budget code.  QRG BUD-18

The purpose of this Quick Reference Guide is to assist in the Federal Fund reconciliation procedures for appropriations, allotments, disbursements, receipts, and cash activities by budget code.  QRG BUD-19

The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to view budget entries and budget balances in the North Carolina Financial System. QRG BUD-20 {A}.

The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to generate Budget Reports in the North Carolina Financial System. QRG BUD-21 {A}.