NCFS Help Documents
| Title | Summary | Last Updated |
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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. |
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| 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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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| FA-18 Editing a Single Source Line (Temporary Asset) Record | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Edit a single source line in the North Carolina Financial System. |
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| FA-19 Pre Built Reports - Fixed Assets | The purpose of this Quick Reference Guide is to provide list of the Fixed Assets (FA) pre-built reports and their descriptions available in the North Carolina Financial System. |
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| FA-20 Combining the INT-FA-006 and INT-FA-007 | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to combine the FBR Fixed Assets Outbound Interface to FCCS Report (INTFA006) and FBR Fixed Assets Begin Balance Outbound Interface to FCCS Report (INTFA007) in the North Carolina Financial System. |
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| FA-21 Partial Retirements vs. Negative Cost Adjustments | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how and when to perform partial asset retirements and negative cost adjustments in the North Carolina Financial System. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |