Carolina Performing Arts: Monthly Expense Tracking Procedure

Unit Procedure

Title

Carolina Performing Arts: Procedure for Tracking Monthly Expenses

Introduction

Purpose

• Carolina Performing Arts (CPA) has an internal database system for monthly expenses to support tracking, trends, and reporting to budget managers.

Scope

• This procedure applies to roles who support finance functions for CPA.

Procedure

Expenses are tracked monthly by accounting code for each area. 

Monthly Reporting

• Run InfoPorte revenue and expenses report for monthly data.
• Load the InfoPorte Data into the Monthly Expenses database located in the S Drive.
• Use Access Form to run queries to organize the data. 
• Export reports to budget managers. 

Definitions

• Refer to the related Policy which includes all definitions for that Policy and related policy documents including this Procedure.
• If there is no related Policy, what keywords or acronyms have you used in your Procedure?

Related Requirements

Unit Policies, Standards, and Procedures

• 1252.3 - University of North Carolina at Chapel Hill Procedure on Reconciling a Purchasing Card (P-Card)
• 1505.3 - Procedure for Reconciling a Travel & Expense Card
• Carolina Performing Arts: Monthly Labor Split Processing Procedure

Contact Information

Primary Contact

Name: Mya Nguyen, Director of Operations and Strategy

Telephone: 919-843-7776

Email: CPABusinessOffice@unc.edu

Important Dates

• Effective Date and title of Approver:
  1. Effective Date: July 1, 2025,
  2. Approver: Mya Nguyen, Director of Operations and Strategy
• Next Review Date: July 1, 2026