205 - University of North Carolina at Chapel Hill Policy on Establishing a Chartfield Source in ConnectCarolina

Reason for Policy

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

Policy Statement

University financial transactions must be recorded in a Source established in the University's official books and records in ConnectCarolina. The University uses ConnectCarolina as its official system to control and record financial information from creation to final disposition. Campus departments and central offices may request the establishment of a Source which falls within the definitions and criteria outlined in the University Policy on Types of Funds. Sources are established through various University Central Offices depending on the type of funding.

Scope of Applicability

All campus departments and units establishing financial Sources for recording and reporting financial transactions.



Special Situations

Subsystems outside of ConnectCarolina may be maintained by departments, or units to track or record detailed financial transactions that are unique to their operations. In those situations, it is the responsibility of the department or units to ensure the financial transactions are recorded in the university's official books and records in ConnectCarolina.


Additional Information

Frequently Asked Questions


Related Data



Policy Contacts
Subject Contact Telephone Fax E-Mail
State and F&A Account Budget Office - EHRA Pos. Control 919-966-3251 919-962-1453 positioncontrol@unc.edu
Endowment Account Acctg. Srvs. - Financial Accounting 919-962-7792 919-962-3306 Financial_Accounting@unc.edu
Institutional Trust Fund Account Acctg. Srvs. - Financial Accounting 919-962-5606 919-962-3306 Financial_Accounting@unc.edu



  • February 7, 2023 - Reviewed for equity and accessibility and updated title. 
  • December 18, 2020 - Language updated to reflect current electronic processes inside ConnectCarolina
  • June 1, 2020
  • April 15, 2010


Article ID: 131477
Thu 4/8/21 9:09 PM
Tue 2/7/23 11:52 AM
Effective Date
If the date on which this document became/becomes enforceable differs from the Origination or Last Revision, this attribute reflects the date on which it is/was enforcable.
01/25/2021 12:56 PM
Issuing Officer
Name of the document Issuing Officer. This is the individual whose organizational authority covers the policy scope and who is primarily responsible for the policy.
Issuing Officer Title
Title of the person who is primarily responsible for issuing this policy.
Accounting Manager
Last Review
Date on which the most recent document review was completed.
02/07/2023 12:56 PM
Last Revised
Date on which the most recent changes to this document were approved.
02/07/2023 12:56 PM
Next Review
Date on which the next document review is due.
02/02/2026 12:00 AM
Date on which the original version of this document was first made official.
12/15/2004 11:00 PM
Responsible Unit
School, Department, or other organizational unit issuing this document.
Finance and Budget