NCFS Course Catalog

This course covers the inquiry process on AP invoices and payments using basic and advanced search modes.

This course covers key concepts in payment management, provides an overview of payment management process, and explains the transactions and reports involved in payment management.

This course covers invoice management and types of transactions, explains the invoice management process, performing the invoice management tasks, and provides an overview of various invoice management reports.

This course describes the AP approval process and the steps to force approve an invoice.

This course provides an overview of the ad hoc accounting process in AP and reviewing the entries post submission to the general ledger.

This course covers the AP period management process and its key activities such as managing AP periods and AP reports.

This course covers the check payment process and demonstrates how to print checks, record print status, reprint checks, and search payments.

This course covers the concept of all the centralized payment related activities.

This course covers the concept of managing payments in NCFS, such as, view payments, stop payments, and void payment.

This course covers the process to release various types of invoices on hold for payment.

This course provides an explanation on various types and modes of AR inquiry and shows how to perform inquiry  in NCFS.

This course provides an explanation of the customer maintenance process, perform the customer maintenance transactions, and interpret customer maintenance reports.

The course covers the key concepts associated with collection management, provides an overview of the customer management transactions, and helps understand the collection reports.

This course covers the receipt management and receipt adjustment process, by providing an overview of the transactions involved in receipt management, and explains receipt management reports.

This course covers invoice management and types of transactions, by explaining the tasks and providing an overview of various invoice management reports.

This course covers invoice management and the types of transactions, by explaining the invoice management process, performing the invoice management tasks, and provides an overview of various invoice management reports.

This course covers the process to close an AR period and to run AR period close reports.

This course covers various types of reports and dashboards used to inquire about budgets.

This course provides an overview of the NCFS Release 1 Budget module capabilities for the Budget Analysts and how NCFS’ budget module works together with IBIS. Attendees will compare budgetary processes in IBIS to budgetary processes in the NCFS’ Budget module.

This course covers the budget period management process and key activities such as managing budget calendars and budget periods.

This course covers the key concepts associated with bank reconciliation, steps in the bank reconciliation process, and helps in performing manual and automatic bank reconciliation.

This course covers the key concepts associated with expense reports & cash advances, and explains expense reports, WEX expenses, and cash advance reports.

This course covers the expense audit management process, explains the expense reports, cash advances, and interpretation of audit expense reports.

This course covers the expense audit management process, explains the expense reports, cash advances, and the interpretation of audit expense reports.

This course explains employee expense data management and covers the key activities performed by an expense data manager.

This course provides an overview of fixed assets and its corresponding transactions along with the steps to perform both basic and advanced fixed assets inquiries.

This course covers the concept of asset accounting and the entire life cycle of an asset in NCFS.

This course provides an overview of asset management and reporting, as well as the steps to manage asset depreciation and explain creation of accounting concepts.

This course describes the fixed asset addition methods, key associated reports, and the steps to perform a fixed asset addition.

This short video provides a basic overview of financial accounting, account types, double-entry accounting, and the concept of T accounts. Each term is explained in an easy to understand way.

Learn about the General Ledger and subledgers and how they are set up in the North Carolina Financial System (NCFS). Each term is explained in an easy to understand way.  This course also begins to explore the Chart of Accounts and coding block in NCFS.

In this short video you will learn about cash and accrual basis accounting, their differences, and the advantages/disadvantages of each. Also, you will view how cash, accrual, and modified accrual are used in the North Carolina Financial Systems (NCFS).

This short video provides an overview of Assets, where they are found, current vs. fixed assets, and methods of depreciation. See how cash, accrual, and modified accrual are used in the North Carolina Financial Systems (NCFS).

This microlearning explains how revenue and expenses are the building blocks of an Income statement and provides examples of revenue, expenses, and an income statement in a government organization.

Building on previous FAN classes around Assets, Liabilities, Revenues, and Expenses, this microlearning covers the basics of Financial statements including income statements, balance sheets, statements of cash flow, and the notes to financial statements.

This course provides an overview of the NCFS system, features, and benefits. It also highlights the decision-making process for choosing the new system, the number of individuals and organizations involved, the timeline to implement, and key change impact.

This course explains the new chart of account segments in NCFS and covers the manual journal creation process.

This course is an overview of navigating the North Carolina Financial System (NCFS). It covers how to sign in, navigate the system, use the various components on the Home Page, set personal preferences, and sign out. This foundation course serves as a requirement for anyone who will use the NCFS application.

This course provides details of commonly used features of the North Carolina Financial System (NCFS). It provides detailed instructions on how to do tasks that apply to some or all Financial modules and the system in general. This foundation course serves as a requirement for anyone who will be using the NCFS application.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide users an overview of Advanced Inquiry features within NCFS. This course covers searches, sorting, filtering, and Excel export functionality in NCFS.

This course covers an overview of the various reporting tools including BI publisher, OTBI, and FRS reports.

This course covers how to inquire about journal intercompany transactions and key general ledger reports.

This course covers journal entry actions, describes the process to manage journal entries, and explains the functionality of general ledger reports.

This course provides an overview of how NCFS assigns the Journal Approver role to OSC Central Compliance users. Covers review of disbursement and/or deposit journal entries in NCFS.

This course covers the journal approval hierarchy, methods, and steps to journal approval for users transitioning from R1 to R3.

This course covers the journal approval hierarchy, methods, and steps to journal approval for users transitioning from NCAS to NCFS.

This course covers the processes of different journal postings and methods.

This course covers the process to perform journal FBDI uploads and provides an overview of FBDI reports.

This course covers the period management process and all the activities related to period management activities.

This course covers the concept of grants, the purpose of entering budgets in spreadsheets, and how to analyze key grants management reports.

The course provides an overview of the transactions involved in managing intercompany transfers, explains the NC daily transfer reports, and the intercompany transfer entry process.

This course demonstrates the key concepts of intercompany transfer approvals and rejections.

This course covers the different types of inventory inquiry and transactions along with the steps to review an inventory transaction and item costs.

This course covers the steps to create, submit, and manage SSP consumption requisitions.

This course provides an overview of the inventory agency management process, including inventory transaction and related key reports.

This course covers the inventory cost accounting by describing key cost accounting concepts, processes, and provides an overview of various reports available.

This course provides an overview of cycle counts, warehouse reports, and key activities performed by the warehouse staff such as recording a count sequence and reviewing completed transaction and item costs.

This course covers the process of receiving goods against purchase orders and explains the process of returning and correcting receipts.

This course covers the concept of the inventory management processes and the associated key transactions.

This course covers warehouse transaction reporting, by showing steps on how to manage warehouse transactions, create transfer orders, and list different types of transactions.

This course covers the process to approve consumption requisitions and to manage consumption requisition notifications.

This course covers the concept of cost management, period end validation, and how to perform period end closing.

This course covers inventory item management, the process to manage inventory, and how to perform the actions associated with inventory management and interpretation of reports.

This course covers the key activities of a warehouse approver, such as auditing, approval, and rejection of a cycle count or request for a recount.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide users an overview of the entire Annual Reporting process. It covers the three phases of the process, as well as the steps analysts and administrators need to do in order to make sure the process is completed successfully.

This microlearning is intended for the NCFS Annual Reporting administrator security role. In this learning, we provide learners a synopsis of how to upload organization's financial data into NCFS. This course covers Data Transformation functionality in NCFS.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide learners an overview of how to make adjustments to financial data from organizations. This course covers journal entry functionality in NCFS and Excel.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide learners an overview of how to provide supplemental information to the financial statements. This course covers how to complete Data Forms in NCFS.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide learners an overview of how the non-financial elements of the annual report are created. This course covers doclet functionality in NCFS.

This course covers the procurement process and demonstrates the key procurement transactions.

This course covers the key activities involved in inquiring on supplier information and explains supplier reports and dashboard.

This course covers requisition types and the process for creating and modifying requisitions.

This course covers the concept of purchasing and the key activities involved in managing purchases.

This course covers the receiving process and the key concepts associated with it by explaining the process of receiving goods and services and providing an overview of key receiving reports.

This course covers the supplier registration process and the supplier related reports.

This course explains the supplier management process, supplier tax and components, and how to interpret supplier management reports.

This course explains requisitions and its reports including activities, such as reassignment of requisitions.

This course covers the process of integrated purchasing and the steps to close a purchase order.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide learners an overview of features available to assist them in their financial data analysis. This course covers Smart View functionality in NCFS.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide learners an overview of features available to assist them in their financial data analysis. This course covers the Options feature within Smart View in NCFS.

This course explains the uses and key features of the Smart View application and demonstrates financial data analysis using Smart View.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide learners an overview of features available to assist them in their financial data analysis. This course covers the Keep Only & Remove Only feature within Smart View in NCFS.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide learners an overview of features available to assist them in their financial data analysis. This course covers the Zoom In & Out feature within Smart View in NCFS.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide learners an overview of features available to assist them in their financial data analysis. This course covers the Dimension Members feature within Smart View in NCFS.

This microlearning is intended for the SADFR analyst and NCFS Annual Reporting administrator security roles. In this learning, we provide learners an overview of features available to assist them in their financial data analysis. This course covers the Mathematical Calculations feature within Smart View in NCFS.