NCFS Help Documents
| Title | Description | Last Updated |
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| FA-13 Report Mapping for Fixed Assets | The purpose of this Quick Reference Guide is to provide a mapping of reports between NCFS and NCAS. QRG FA-13 |
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| FA-14 Transfer Assets in Spreadsheet | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Transfer Assets using the ADFDI Spreadsheet upload tool in the North Carolina Financial System. QRG AP-14 |
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| FA-15 Adding an RTU Asset (Leased Asset) | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Add RTU Category Assets for right to use, leased, and other intangible assets in the North Carolina Financial System. QRG AP-15 |
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| FA-16 Removing Exception and Transaction Lines in Fixed Assets | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Remove Transaction Lines, such as retirement exception lines, from the Fixed Assets dashboard in the North Carolina Financial System. QRG AP-16 {A} |
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| FA-17 Editing an Invoice Number on a Fixed Asset Record | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Edit or Add Invoice Number Information to a Fixed Asset Record in the North Carolina Financial System. QRG FA-17 |
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| FA-18 Editing a Single Source Line (Temporary Asset) Record | The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation on how to Edit a single source line in the North Carolina Financial System (NCFS). QRG FA-18 |
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| GEN-01 NCFS Daily Schedule Processing | The purpose of this Quick Reference Guide is to provide a daily overview of scheduled posting, interfaces, and reports generated in the North Carolina Financial System. QRG GEN-01 |
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| GEN-02 Acronym List | The purpose of this Quick Refence Guide is to provide a listing of frequently used acronyms related to the State of North Carolina business processes and systems. QRG GEN-02 |
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| GEN-03 Adjusting Preferences to Stop Approval Email Notifications | The purpose of this Quick Reference Guide is to show the steps to turn off email notification of items needing my approval in the North Carolina Financial System. QRG GEN-03 |
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| GEN-04 Assigning an NCFS Report to Favorites | The purpose of this Quick Reference Guide is to show the steps of how to assign an NCFS report in Favorites in the North Carolina Financial System. QRG GEN-04 |
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| GEN-05 Schedule Reports and Manage Report Output | The purpose of this Quick Reference Guide is to explain how to schedule reports to run automatically in the North Carolina Financial System Cash Management System. QRG GEN-05 |
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| GEN-07 Using Query by Example (QBE) Feature | The purpose of this Quick Reference Guide is to provide guidance on how to use the following North Carolina Financial System features: Query By Example (QBE) including available operators and wildcards, Add or remove columns from table data, and Export table data to Microsoft Excel. QRG GEN-07 |
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| GEN-08 ADFDI Templates - Tips and Tricks | The purpose of this Quick Reference Guide is to provide tips for using the ADFDI Templates for uploading various transactions and data within the North Carolina Financial System. Supplemental instructional detail is provided for the Journal Entries template and the Intercompany Transactions template. QRG GEN-08 |
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| GEN-09 NCAS Archive Reporting | The purpose of this Quick Reference Guide is to provide current and historic data from the North Carolina Accounting System (NCAS) has been converted and stored into a SharePoint site using Power BI. Reports to access this data have been created, giving users the ability to search various fields. QRG GEN-09 {A} |
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| GL-01 View Journals | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to View Journals in the North Carolina Financial System. QRG GL-01 |
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| GL-02 Create Journals | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Create Journals in the North Carolina Financial System. QRG GL-02 {A} |
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| GL-03 Create Journals Through Spreadsheet | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Create Journals Through Spreadsheet in the North Carolina Financial System. QRG GL-03 |
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| GL-04 Reverse Journals | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Reverse Journals in the North Carolina Financial System. QRG GL-04 |
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| GL-06 Importing Journals | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Import Journals in the North Carolina Financial System. QRG GL-06 {A}. |
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| GL-07 Resolve or Delete Import Date | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Resolve or Delete Import Data in the North Carolina Financial System. QRG GL-07 |
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| GL-08 View Period Management Dashboard | The purpose of this Quick Reference Guide is to provide a step-by-step navigation of how to View the Period Management Dashboard in the North Carolina Financial System. QRG GL-08 |
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| GL-09 Run Custom Pre-Built Reports | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Run Custom Pre-Built Reports in the North Carolina Financial System through the Reports and Analytics app. QRG GL-09 {A}. |
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| GL-10 Approve Journals (Cash and Non-Cash) | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Approve Journals (Cash and Non-Cash) in the North Carolina Financial System. QRG GL-10 |
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| GL-15 Manually Post Journals | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Manually Post Journals in the North Carolina Financial System. QRG GL-15 {A}. |
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| GL-16 Run Auto Post | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Run Auto Post process in the North Carolina Financial System. QRG GL-16 |