NCFS Help Documents
| Title | Summary | Last Updated |
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| AR-19 DPI - Creating a Customer | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Create a Customer in the North Carolina Financial System. |
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| AR-20 Create and Manage Customer Records | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how to create and update customer records, including recent system changes, benefits, process flows, and the maintenance of customer data in the North Carolina Financial System. |
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| AR-21 Running Customer Reports | The purpose of this Quick Reference Guide is to provide a step-by-step guide to generate and retrieve customer reports in NCFS, schedule automated customer reports to run at daily, weekly, or monthly intervals, and export customer reports in multiple formats (e.g., PDF, Excel, CSV) in the North Carolina Financial System. |
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| AR-22 Manage Autoinvoice Lines | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how to Manage Auto Invoice Lines in the North Carolina Financial System. |
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| AR-23 Calculate and Manage Tax | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how to Calculate and Manage Tax in the North Carolina Financial System. |
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| AR-24 Manage Receivable Credit Memos | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how to Manage Receivable Credit Memos in the North Carolina Financial System. |
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| AR-25 Manage and Approve Receivables for Adjustments | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how to Manage and Approve Receivables for Adjustments in the North Carolina Financial System. |
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| AR-26 Receipt Creation | The purpose of this Quick Reference Guide is to provide step-by-step instructions on how to create receipts using both the manual and automatic approaches in the North Carolina Financial System. |
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| AR-27 Issue Credit Memo | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how to issue a credit memo in the North Carolina Financial System. |
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| AR-28 View Dunning History | The purpose of this Quick Reference Guide is to provide a step-by-step guide on how to view dunning history in the North Carolina Financial System. |
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| AR-29 Collections Manager | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how to manage collections in the North Carolina Financial System. |
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| AR-30 Create Manage and Print Invoices | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how to create, manage, and print invoices in the North Carolina Financial System. |
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| AR-31 Customer Reports | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how to generate AR Customer Reports in the North Carolina Financial System. |
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| AR-32 Seeded Reports | The purpose of this Quick Reference Guide is to provide a step-by-step guide of how to access AR Reports in the North Carolina Financial System. |
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| BUD-20 View Budgets | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to view budget entries and budget balances in the North Carolina Financial System. |
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| BUD-21 Run Budget Reports | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to generate Budget Reports in the North Carolina Financial System. |
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| BUD-22 Update or Correct Budget | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to update or correct budgets in the North Carolina Financial System for the life to date control budget. This includes grant authorizations in federal budget codes for all agencies and for the Department of Public Safety special disaster budget codes. |
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| BUD-23 Manage Control Budgets | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to manage control budgets in the North Carolina Financial System. |
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| BUD-25 Budget Setup - OSC Only | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to setup and maintain Budget in the North Carolina Financial System. |
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| BUD-26 Manage Grant Authorizations in Budgets | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to manage grant authorizations in Budgets in the North Carolina Financial System. |
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| BUD-27 Run Budget Dashboards | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to run budget dashboards in the North Carolina Financial System. |
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| BUD-28 Carryforward Funds Available (Appropriations) | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Carryforward Funds Available (Appropriations) in the North Carolina Financial System. |
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| BUD-29 Carryforward PO Balances | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Carryforward PO Balances in the North Carolina Financial System. |
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| BUD-30 Pre Built Reports - Budget | The purpose of this Quick Reference Guide is to provide list of the Budget Execution (BUD) pre-built reports and their descriptions available in the North Carolina Financial System. |
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| CM-01 Create a Journal with Attachment Optional | The following "how-to" video is a step-by-step explanation (video Quick Reference Guide QRG) of how to create a journal with attachment optional. Click the button below to watch the video. |