Articles (4)

205 - Policy on ConnectCarolina Chartfield Source Establishment

To ensure Source is established appropriately in ConnectCarolina for recording and reporting financial transactions.

205.1 - University of North Carolina at Chapel Hill Procedure on Establishing State Receipt-Supported Sources

Budget, Planning & Analysis is responsible for establishing new sources for State Receipt-Supported Funds (including School-Based Tuition and Unit-Controlled Receipts). Accounting Services is responsible for approving the creation of new Trust sources via Source Create.

205.2 - Procedure on Establishing an Endowment Fund Source

This procedure is for establishing an endowment fund Source, where the principal is to remain intact (the gift exists in perpetuity) and is to be invested to produce income that may be expended or reinvested.

205.3 - Procedure on Establishing, Modifying and Closing an Institutional Trust or Special Fund Source

An institutional trust or special fund ("trust fund") may be established in ConnectCarolina using the Source Create module.