Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to Review or Validate Receipt Batches in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the process to review or validate receipt batches in NCFS which will enable you to review or validate the receipt batches which were created.
User Tip
The following are prerequisites to review or validate receipt batches:
-
Create receipt.
Review or Validate Receipt Batches
To review or validate receipt batches in NCFS, please follow the steps below. There are 8 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the Receivables tab and then click the Accounts Receivables app.
Step 3. On the Accounts Receivable dashboard, click the Tasks icon, and then click Manage Receipts.
Step 4. On the Manage Receipts page, enter the Receipt Number in the Receipt Number field.
In this example, we choose DHHS_O2C017_1.
Step 5. Click the Search button.
Step 6. Under the Search section, click the Receipt Number link to open the receipt.
Step 7. On the Edit Receipt page, review the Receipt Information section.
Step 8. Scroll down and review and validate the Receipt Details section.
Wrap-Up
Review or validate receipt batches using the steps above for any receipt that is created and needs to be reviewed.
Additional Resources
- Virtual Instructor-Led Training (vILT)