NCFS Help Documents
| Title | Description | Last Updated |
|---|---|---|
| CM-45 Manual Bank Disbursement Account Monthly Reconciliation for Direct Agencies | The purpose of this Quick Reference Guide is to provide Manual Bank Disbursement Account Monthly Reconciliation for Direct Agencies in the North Carolina Financial System for the month of Oct-23 only. QRG CM-45 |
|
| CM-46 How to Void an External Payment in Cash Management | The purpose of this Quick Reference Guide is to learn How to Void an External Payment in Cash Management in the North Carolina Financial System. QRG CM-46 |
|
| EX-01 Self-Assign Expense Reports | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Self-Assign Expense Reports in the North Carolina Financial System. QRG EX-01 |
|
| EX-02 Audit Expense Report | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Audit Expense Reports in the North Carolina Financial System. QRG EX-02 |
|
| EX-03 Process Expense Reimbursements and Cash Advances to AP for Payment | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of Processing Expense Reimbursements and Cash Advances to Accounts Payable (AP) for Payment in the North Carolina Financial System. QRG EX-03 {A} |
|
| EX-05 Expense Module Setup Including Manage Expense Policies, Templates or Delegates | The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step guide of Expense Module Setup Including Manage Expense Policies, Templates, or Delegates in the North Carolina Financial System (NCFS). QRG EX-05 |
|
| EX-06 Assign Expense Reports to Auditors | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how a user with Audit Manager role will Assign Expense Reports to Auditors in the North Carolina Financial System. QRG EX-06 |
|
| EX-07 Create Expense Reports for Themselves or on Behalf of Others | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how users can Create Expense Reports for Themselves or on Behalf of Others in the North Carolina Financial System. QRG EX-07 |
|
| EX-08 Request Cash Advances | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Request Cash Advances in the North Carolina Financial System. QRG EX-08 {A}. |
|
| EX-09 Create and Manage Employee Information | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Create and Manage Employee Information, including bank account and manager information, in the North Carolina Financial System. QRG EX-09 |
|
| EX-10 Manage Expense Delegations | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Manage Expense Delegations in the North Carolina Financial System. QRG EX-10 {A}. |
|
| EX-12 Manage Workflow-Related Configuration | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Manage Workflow-Related Configuration in the North Carolina Financial System. QRG EX-12 |
|
| EX-13 Process WEX Card Transactions | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Process WEX Card Transactions in the North Carolina Financial System. QRG EX-13 {A}. |
|
| EX-14 List of Expense Types | The purpose of this Quick Reference Guide is to provide a List of Expense Types in the North Carolina Financial System. QRG EX-14 {A}. |
|
| EX-15 Splitting Expense Allocations | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how users can split Expense Allocation in the North Carolina Financial System. QRG EX-15 {A}. |
|
| EX-16 Expense Module Setup - Manage Delegates | The purpose of this Quick Reference Guide is to provide a step-by-step guide of Expense Module Setup Including Manage Delegates in the North Carolina Financial System. QRG EX-16 |
|
| EX-17 Advanced Search Feature in Expense Module | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to use the Advanced Search Feature in Expense Module in the North Carolina Financial System. QRG EX-17 |
|
| FA-01 Create/Manage Asset Transactions Including Additions, Transfer, Adjustments, Retirements | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Create/Manage Asset Transactions, including Additions, Transfer, Adjustments, and Retirements in the North Carolina Financial System. QRG FA-01 |
|
| FA-03 Create Asset Transactions by ADFDI Spreadsheet | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to add and create asset transactions using the Application Development Framework Desktop Integration (ADFDI) spreadsheet in the North Carolina Financial System. QRG FA-03 {A}. |
|
| FA-04 Run Depreciation | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to run depreciation in the North Carolina Financial System. QRG FA-04 {A}. |
|
| FA-05 Create Accounting | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to run Create Accounting for fixed assets in the North Carolina Financial System. QRG FA-05 |
|
| FA-06 Perform Period Management Activities | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Perform Period Management Activities in the North Carolina Financial System. QRG FA-06 {A} |
|
| FA-08 Create and Manage Assets from Source Lines | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Create and Manage Assets from Source Lines from the Mass Addition Interface (Prepare Mass Additions) in the North Carolina Financial System. QRG FA-08 |
|
| FA-11 Update Fixed Assets Setup and Configurations | The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to Update Fixed Assets Setup and Configurations in the North Carolina Financial System (NCFS). QRG FA-11 {A} |
|
| FA-12 View Assets and Asset Transactions | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to View Asset and Asset Transactions in the North Carolina Financial System. QRG FA-12 {A} |