NCFS Help Documents
| Title | Summary | Last Updated |
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| CM-47 Pre Built Reports - Cash Management | The purpose of this Quick Reference Guide is to provide list of the Cash Management (CM) pre-built reports and their descriptions available in the North Carolina Financial System. QRG CM-47. |
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| 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. |
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| 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. |
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| 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}. |
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| EX-05 Expense Module Setup Including Manage Expense Policies, Templates or Delegates | The purpose of this Quick Reference Guide 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. QRG EX-05. |
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| 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. |
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| 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. |
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| 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}. |
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| 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. |
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| 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}. |
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| 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. |
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| EX-13 Process WEX Card Transactions | he 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}. |
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| 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}. |
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| 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}. |
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| 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. |
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| 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. |
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| 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. |
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| 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}. |
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| 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}. |
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| 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. |
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| 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}. |
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| 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. |
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| FA-11 Update Fixed Assets Setup and Configurations | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Update Fixed Assets Setup and Configurations in the North Carolina Financial System. QRG FA-11 {A}. |
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| 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}. |
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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. |