Training
Our training sessions are available for individuals whose departments have worked with the DAS Team to establish an accounting infrastructure in InDEPTh. The Introduction/Payment Request class is a prerequisite for subsequent classes. We also highly recommend that you have a good working knowledge of the Travel policy and procedures section of the University's business manual before attending a Travel Document class.
A good working knowledge of Windows and Windows applications is helpful.
To sign up for classes, call us at (919) 962-9233 or email indepth[at]unc.edu
InDEPTh Training Classes - Calendar Year 2009
| Topic | Date |
|---|---|
| Introduction - Payment Request | 01/13, 02/03, 03/10, 04/14, 05/05, 07/21, 08/04, 09/08, 10/06, 11/03, 12/01 |
| Purchase Request - Independent Contractor | 01/20, 02/10, 03/17, 04/21, 05/12, 08/11, 09/15, 10/13, 11/10, 12/15 |
| Travel Request - Travel Expense | 01/27, 02/17, 03/24, 04/28, 05/19, 06/02, 07/28, 08/18, 09/22, 10/20, 11/17, 12/15 |
Class Times: 2:00 - 4:00 PM
All classes are held at the AOB Training Room, Suite 3100, Room 3101, 104 Airport Dr
Training Material
- Introduction to InDEPTh (Updated 02/28/07)
- Quick Reference Guide (Updated 07/10/09)
- How to Modify an InDEPTh Document (Updated 12/22/05)
- InDEPTh Features (Updated 06/21/04)
- Exporting Reports to Excel (Updated 10/06/04)
- Time Saving Tips (Updated 06/21/04)
Independent Contractor and Links
- Independent Contractor (Updated 10/30/08)
- Definition and examples of Personal Services
- Policy for Paying Independent Contractors
- Request for Payment of Independent Contractor
- Employee vs. Independent Contractor
- Considerations when charging a Sponsored Research account
InDEPTh Reporting
- InDEPTh Report Descriptions and Instructions (Updated 11/12/09)
Journal Entry
- Journal Entry - No Feed to FRS (Updated 09/27/06)
Payment Request
- Payment Request (Updated 10/30/08)
- Foreign Currency Required (Updated 09/09/08)
- Small Order Payment Confirmation (Updated 09/09/08)
- Awards and Non Service Scholarships (Updated 10/30/08)
- Payments to Cashier's Office (Updated 09/09/08)
- Stipends (Updated 10/30/08)
- Demand Documents (Updated 12/22/05)
Purchase Request
- Purchase Request (Updated 10/30/08)
- Change Order (Updated 09/09/08)
Transaction Redistribution
- Transaction Redistribution Form (Updated 09/27/06)
Travel Request
- Travel Request (Updated 07/30/09)
Travel Expense
- Travel Expense (Updated 02/03/09)
ViewStar
- ViewStar Training Material (Updated 06/05/06)
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