Datatel Inquiries

Q:  How do I get Datatel access?

A:  Contact Ian Brice at 704.330.6706 or ian.brice@cpcc.edu

Q:  How do I determine the balance of my account

A:  Refer to Finance & G/L Systems Department web page under the heading Basic G/L Mnemonics.

Q:  Which screens are used to review budget reports?

A:  Refer to Finance & G/L Systems Department web page under the heading Basic G/L Mnemonics.

Q:  What is budget pooling and how does it work?

A:  Budget pooling allows the budget officer fto budget for like categories of expense accounts into one main account. This account is commonly referred to as an umbrella account. The accounts within this umbrella are called “Poolee” accounts. The budget is posted to the umbrella accounts and expenses are posted to the poolee accounts. The expenses incurred in the poolee accounts reduce the budget in the umbrella account.

Q:  What is the available balance column and how is it calculated?

A:  The available balance is the allocated budget of an account minus the year-to-date expenses, minus the encumbrance total.

Q:  What is an encumberance?

A:  An encumberance occurs when a Purchase order is approved for a purchase. The funds are appropriated and the purchase order amount is deducted from the available balance in the account.

Q:  What should I do if my account reflects a deficit?

A:  Contact either the Budget or G/L Department. They will help you determine why there is a deficit and what action should be taken.