NCFS Help Documents

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.

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.

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.

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.

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.

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.

The purpose of this Quick Reference Guide is to provide list of the pre-built reports and their descriptions by Process Area that are available in the North Carolina Financial System.

The purpose of this Quick Refence Guide is to provide a listing of frequently used links and resources related to the State of North Carolina business processes and systems.

The purpose of this Quick Reference Guide (QRG) is to provide step-by-step instructions on how to access and install the North Carolina Financial System (NCFS) Microsoft (MS) Excel Smart View plug-in.

The purpose of this Quick Reference Guide (QRG) is to provide step-by-step instructions on establishing a connection using Smart View for NC Financial System (NCFS) reporting. This QRG should only be used to reconnect a saved spreadsheet to the data source. It is not necessary for initial set-up nor to pull reports from NCFS.

The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to use the Pre-Built Reporting Tool.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Run the Open Period Program for General Ledger in the North Carolina Financial System.

The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to view General Ledger dashboards in the North Carolina Financial System.

The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Setup/Configure the General Ledger such as updating mapping sets, importing Code Combinations, creating Cross Validation Rules, and manually assigning Legal Entity Balancing Segment Value in the North Carolina Financial System.