{"id":608,"date":"2024-02-26T14:12:27","date_gmt":"2024-02-26T19:12:27","guid":{"rendered":"https:\/\/units.cals.ncsu.edu\/business-operations\/?page_id=608"},"modified":"2025-02-07T15:13:27","modified_gmt":"2025-02-07T20:13:27","slug":"cbo-quick-guide","status":"publish","type":"page","link":"https:\/\/units.cals.ncsu.edu\/business-operations\/cbo-quick-guide\/","title":{"rendered":"CBO Quick Guides"},"content":{"rendered":"\n\n\n\n\n<h2 class=\"wp-block-heading\">CBO Quick Guide: General Overview<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Download or Watch Online<\/h3>\n\n\n\n<p>Download the CBO Quick Guide to reference processes and procedures related to CALS\u2019 business operations, or check out the CBO Virtual Quick Guide to watch short overview videos arranged by topic.<\/p>\n\n\n<div class=\"ncst-labeled-section wp-block-ncst-featured-content ncst-featured-content is-card-style layout-two-column\">\n  <div class=\"ncst-labeled-section__background\">\n    <div class=\"ncst-labeled-section__container\">\n             <div class=\"ncst-labeled-section__content\">\n        \n<div class=\"wp-block-ncst-featured-content\"><a\n    class=\"ncst-content-card wp-block-ncst-content-card with-image with-cta\"\n    href=\"https:\/\/drive.google.com\/file\/d\/1yYtw2uoES1oJ_oxljv7kZLBKk6JSoZi-\/view\"\n    data-ua-cat=\"Content Card\"\n    data-ua-action=\"Content Card Click\"\n    data-ua-label=https:\/\/drive.google.com\/file\/d\/1yYtw2uoES1oJ_oxljv7kZLBKk6JSoZi-\/view\n  >\n  \n\n          <div class=\"content-card__image-container\">\n        <div class=\"content-card__image-background\">\n          <img loading=\"lazy\" decoding=\"async\" width=\"1500\" height=\"844\" \n            class=\"content-card__image wp-image-309\" \n            alt=\"\" \n            src=\"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/MAH2686v1.jpg\" \n            style=\"aspect-ratio: 16\/9; object-fit: cover; \"\n srcset=\"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/MAH2686v1.jpg 1500w, https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/MAH2686v1-600x338.jpg 600w, https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/MAH2686v1-1200x675.jpg 1200w, https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/MAH2686v1-768x432.jpg 768w\" sizes=\"auto, (max-width: 1500px) 100vw, 1500px\" \/>\n        <\/div>\n      <\/div>\n    \n    <div class=\"content-card__text-container\">\n      \n                          <h3 class=\"content-card__headline\">CBO Quick Guide (PDF)<\/h3>\n              \n\n      \n              <p class=\"content-card__cta\">Download <span class=nowrap>Now&nbsp;<span class=\"arrow-indicator\"><svg class=\"wolficon wolficon-arrow-right-bold\" role=\"img\"  aria-hidden=\"true\">\n            \n            <use xlink:href=\"#wolficon-arrow-right-bold\">\n        <\/svg><\/span><\/span><\/p>\n          <\/div>\n\n  <\/a>\n\n\n<a\n    class=\"ncst-content-card wp-block-ncst-content-card with-image with-cta\"\n    href=\"https:\/\/youtube.com\/playlist?list=PLav4DCkMrCzKv6spYrZCuNLcvdA3sWKFq\"\n    data-ua-cat=\"Content Card\"\n    data-ua-action=\"Content Card Click\"\n    data-ua-label=https:\/\/youtube.com\/playlist?list=PLav4DCkMrCzKv6spYrZCuNLcvdA3sWKFq\n  >\n  \n\n          <div class=\"content-card__image-container\">\n        <div class=\"content-card__image-background\">\n          <img loading=\"lazy\" decoding=\"async\" width=\"1500\" height=\"844\" \n            class=\"content-card__image wp-image-609\" \n            alt=\"\" \n            src=\"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/video.jpg\" \n            style=\"aspect-ratio: 16\/9; object-fit: cover; \"\n srcset=\"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/video.jpg 1500w, https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/video-600x338.jpg 600w, https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/video-1200x675.jpg 1200w, https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/video-768x432.jpg 768w\" sizes=\"auto, (max-width: 1500px) 100vw, 1500px\" \/>\n        <\/div>\n      <\/div>\n    \n    <div class=\"content-card__text-container\">\n      \n                          <h3 class=\"content-card__headline\">CBO Virtual Quick Guide<\/h3>\n              \n\n      \n              <p class=\"content-card__cta\">Watch <span class=nowrap>Now&nbsp;<span class=\"arrow-indicator\"><svg class=\"wolficon wolficon-arrow-right-bold\" role=\"img\"  aria-hidden=\"true\">\n            \n            <use xlink:href=\"#wolficon-arrow-right-bold\">\n        <\/svg><\/span><\/span><\/p>\n          <\/div>\n\n  <\/a>\n<\/div>\n\n      <\/div>\n    <\/div>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">CBO Quick Guides: Business Services<\/h2>\n\n\n\n<div class=\"wp-block-ncst-accordion ncst-accordion\"><div class=\"accordion\" id=\"ncst-accordion-1\">\n<div class=\"wp-block-ncst-accordion-item ncst-accordion-item panel\"><a class=\"accordion-item__header collapsed\" href=\"#ncst-accordion-item-1-12\" id=\"ncst-accordion-item-heading-12\" data-toggle=\"collapse\" data-target=\"#ncst-accordion-item-1-12\" aria-controls=\"ncst-accordion-item-1-12\" rel=\"noopener noreferrer\"><span class=\"accordion-item__expansion-indicator\"><span class=\"ncst-plus-minus-toggle\"><\/span><\/span><h2 class=\"accordion-item__label h5\">Accounts Payable (AP)<\/h2><\/a><div class=\"collapse panel-collapse accordion-item__content-container \" id=\"ncst-accordion-item-1-12\" aria-labelledby=\"ncst-accordion-item-heading-12\" data-parent=\"#ncst-accordion-1\"><div class=\"accordion-item__content\">\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1Ub37Q-PXpM7Wx4RLoASGDhhJlN97MOqE\/view?usp=sharing\" target=\"_blank\" rel=\"noreferrer noopener\">Getting Started with Fed Ex<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1A6MYXK0vvaEuFBYr88GjvQW9YpXzxJtr\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Fed Ex Basics<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1g8pNRINxGEs_iHhLeMBG6Z6ljOkLVJgp\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Project\/Phases<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1UU1d_G5n9Qp1g2fT0vY1IlfScHe0Mw-w\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Setting up a Supplier in PaymentWorks<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1s9NB7vte-a79YvmRr6DjpVwxsSEBSOnD\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Supplier Addresses<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1kDhOaJXDWQ2yoZ74aASRwTMP-bgfzkDx\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Before you Buy (non-CBO staff)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1TecaQpFjGzz25zkULnV0oi2ST4XL0ZZe\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Requisitions<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1sJmiTV8pItcwyu0_nY9rVe8BQ0Pv_qpQ\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Out for Bid Requisitions<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/11aYnWg7boja6qVnnG5F2llTXGESUiyWp\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Personal Reimbursements<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/13sFsUd-drJ8tsyL4MXnjWCkPvcVQqzzl\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Contract Review<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/11KQeZXHorqjK2aAn3tvChMu8EQXuzpTl\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Honorariums<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/15pSrPFpzYg3yVbVeDg3EBc0sTnoayw82\/view?usp=sharing\" target=\"_blank\" rel=\"noreferrer noopener\">Relocation Expenses<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/173xtZRCuZDBY4azkXzj1_luJ7fPONl70\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Encumbrances<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1AewynAWsDfGktrxuphoT7igkzYzwhlSx\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">External Conferences<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/14MgNlgZG955PpFQIMhI_EHNd6g2wY_7N\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Internal Conferences<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ncst-accordion-item ncst-accordion-item panel\"><a class=\"accordion-item__header collapsed\" href=\"#ncst-accordion-item-1-13\" id=\"ncst-accordion-item-heading-13\" data-toggle=\"collapse\" data-target=\"#ncst-accordion-item-1-13\" aria-controls=\"ncst-accordion-item-1-13\" rel=\"noopener noreferrer\"><span class=\"accordion-item__expansion-indicator\"><span class=\"ncst-plus-minus-toggle\"><\/span><\/span><h2 class=\"accordion-item__label h5\">Accounts Receivable (A\/R)<\/h2><\/a><div class=\"collapse panel-collapse accordion-item__content-container \" id=\"ncst-accordion-item-1-13\" aria-labelledby=\"ncst-accordion-item-heading-13\" data-parent=\"#ncst-accordion-1\"><div class=\"accordion-item__content\">\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1ubpH46bFc4rMSjZsME3oDKYeU95iG6FN\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Deposits<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/12p4t8dYef3woQ9mYfFhY_f8NHmPFJzIF\/view?usp=sharing\" target=\"_blank\" rel=\"noreferrer noopener\">Completing a Deposit Slip<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1aknYTdPS-KBW-xEVk2UJvQm9GYBI7Iab\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Verifying Invoice Payment<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1gih4kdGw-8AlkqTJRQKLz6LYwj0_FBpw\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Service Center Rates<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ncst-accordion-item ncst-accordion-item panel\"><a class=\"accordion-item__header collapsed\" href=\"#ncst-accordion-item-1-14\" id=\"ncst-accordion-item-heading-14\" data-toggle=\"collapse\" data-target=\"#ncst-accordion-item-1-14\" aria-controls=\"ncst-accordion-item-1-14\" rel=\"noopener noreferrer\"><span class=\"accordion-item__expansion-indicator\"><span class=\"ncst-plus-minus-toggle\"><\/span><\/span><h2 class=\"accordion-item__label h5\">PCard<\/h2><\/a><div class=\"collapse panel-collapse accordion-item__content-container \" id=\"ncst-accordion-item-1-14\" aria-labelledby=\"ncst-accordion-item-heading-14\" data-parent=\"#ncst-accordion-1\"><div class=\"accordion-item__content\">\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1dEsEdYo_sS0WWGZ-x19b9Pfi559G8iPo\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Applying for a PCard<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1e5UtoN7GEVfloFCvmLZ-AMxCg_CvTV_M\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">PCard Allowable and Non-Allowable Purchases<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1V0nlEILa9ngxGg9-3kTFXEpnX98wt6MZ\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">PCard Misuse and Corrective Action<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1QmFHZMiTqsEik17_lsgclwnMR8L8f51Y\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">PCard Infractions<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ncst-accordion-item ncst-accordion-item panel\"><a class=\"accordion-item__header collapsed\" href=\"#ncst-accordion-item-1-15\" id=\"ncst-accordion-item-heading-15\" data-toggle=\"collapse\" data-target=\"#ncst-accordion-item-1-15\" aria-controls=\"ncst-accordion-item-1-15\" rel=\"noopener noreferrer\"><span class=\"accordion-item__expansion-indicator\"><span class=\"ncst-plus-minus-toggle\"><\/span><\/span><h2 class=\"accordion-item__label h5\">Travel<\/h2><\/a><div class=\"collapse panel-collapse accordion-item__content-container \" id=\"ncst-accordion-item-1-15\" aria-labelledby=\"ncst-accordion-item-heading-15\" data-parent=\"#ncst-accordion-1\"><div class=\"accordion-item__content\">\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1bUkknY5jGTtFJMWBrbfIDgxTmwmbt7h0\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Travel for Employees<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1TfuNmjNkluLXdr5Jf-TK4CYFc0hRQPK7\/view?usp=drive_link\" target=\"_blank\" rel=\"noreferrer noopener\">Third-Party Lodging<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CBO Quick Guide: General Overview Download or Watch Online Download the CBO Quick Guide to reference processes and procedures related to CALS\u2019 business operations, or check out the CBO Virtual&hellip;<\/p>\n","protected":false},"author":41,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_tec_requires_first_save":true,"ncst_dynamicHeaderBlockName":"ncst\/split-header","ncst_dynamicHeaderData":"{\"backgroundColor\":\"green_400\",\"imageID\":308,\"imageURL\":\"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/BK-8160-1.jpg\",\"pageIntro\":\"Quick Reference Guides for CALS Business 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