News

Appropriate Use of Funds Policy & Standards (UP 601.8) Revised
June 13, 2017

A revision to University Policy 601.8, Appropriate Use of University Funds, was approved by the Chancellor in May 2017. The following is what you need to know:


Bank of America P-card Chip and Pin Enhancement
May 24, 2017

Bank of America Merrill Lynch announced an enhancement to their chip and PIN card capabilities. Effective May 17, 2017, every new chip card issued to UNC Charlotte account holders will allow the opportunity to customize the 4-digit PIN.


Electronic Forms (eForms) Update - May 2017
May 19, 2017

The Controller’s Office, Human Resources, and the Information Technology Services (ITS) Imaging Team continue to develop new eForms for campus use, and are pleased to announce the following new eForms:


Renewal Notice for Mobile Communication Device (MCD) Allowances, Due May 31
May 8, 2017
Eligible employees currently receiving allowances for using a personally-owned Mobile Communication Device (MCD) for business purposes are required to submit a renewal form each fiscal year in accordance with

2017 Year-End Disbursement Calendar
April 24, 2017

Please note the Year End Disbursement Calendar memorandum is now available on the Financial Services website. 

If you have additional questions regarding year end cut-off dates, please contact the respective office below:


New Fixed Asset eForms & Training Dates
April 12, 2017

The Controller’s Office and the Information Technology Services (ITS) Imaging Team are developing new electronic forms ("eForms") to replace several of the existing Fixed Asset Excel forms currently in use. These eForms are expected to be released in May 2017.

Training


Jan. 1 Mileage Rate Changes
January 10, 2017

Effective Jan. 1, 2017, the IRS mileage rates were updated as follows:


Payment Book Receipts Changes Effective February 1, 2017
January 10, 2017

As part of the Cashier’s Office continued efforts to streamline processes for our credit card merchants, you may now submit American Express Payment Book Receipts (PBRs) at the same time as your Visa/MC/Discover PBR.


Verify Your Form W-2 Mailing Address by Jan. 13
January 6, 2017

It is tax season again, and your Form W-2 will be sent in the mail to you by the end of January unless you consent to receive your Form W-2 electronically.


eCommerce News
January 6, 2017
  • Great news!!!!  Effective February 1st, American Express Payment Book Receipts (PBRS) may now be submitted at the same time as the Visa/MC/Discover PBRs.  For more information, please read this article.

Bank of America's New P-card Reissue Process
January 4, 2017

Bank of America recently improved their p-card reissue process related to third-party data compromises. Account holders potentially impacted by third-party data compromises will be able to safely continue using their current card while waiting for a replacement card to arrive on campus for distribution.


Revised Mileage Reimbursement Policy
December 12, 2016

The North Carolina Office of State Budget and Management (OSBM) updated state travel policies effective December 1, impacting all individuals who travel on University business, as follows:


Spring 2017 Payment / Cancellation Due Dates
December 1, 2016

January 5, 2017      First Payment Due Date/Cancellation for non-payment      


Spring 2017 Billing Dates
December 1, 2016

The Student Accounts Office will issue the first Spring 2017 eBill Tuesday, December 6, 2016, with a payment due date of January 5, 2017.  For more information on how to view your eBill, enroll in a payment plan or make a payment visit studentaccounts.uncc.edu.


Electronic Form W-2 Sign-up Available Now!
November 7, 2016

GO GREEN by signing up for electronic delivery of your Form W-2! As part of our commitment to environmental sustainability and efficiency, UNC Charlotte is offering an electronic delivery option for your Form W-2 starting with the 2016 tax year.

What are the benefits of signing up?


Updated "How to" Guidance Available
November 3, 2016

New “How to” guidance is available for you on certain topics:


Electronic Forms ("eForms") Update
November 1, 2016

As part of our continued efforts to improve the efficiency of business operations, the Controller's Office and the ITS Imaging Team are pleased to release the following new eForms that take advantage of workflow routing capabilities within the University’s Imaging System:

eForms


University Receipt Book Guidelines Reminder
October 20, 2016

As a reminder, all departments collecting cash or checks for sales, events, or other activities  must log these transactions in a University-issued receipt book, as required in University Policy, 602.4, “Handling Cash, Checks, and Other Moneta


P-card Works System Enhancements and Open-swim Q&A Session
August 24, 2016

Effective August 28, several enhancements will be available in Works®, the purchasing card (“p-card”) transaction management system.

What’s New?


New Guidelines for Orders for Change (bills and coins)
July 28, 2016

As part of our efforts to make processes more efficient for all faculty and staff, we have been able to reduce petty cash and change funds across campus by 50% over the past fiscal year. This strengthens our internal controls over cash management while maintaining a reliable method of payment for small dollar amounts in the p-card.


P-card Spending Limits Updated
July 6, 2016

As of June 2, 2016, the following transaction limit changes are in effect in accordance with state statute and purchasing guidelines(1) as noted in the P-Card Manual:

  • Standard Profile transaction limit is $2,500; for purchases of lodging and transportation, the limit is now $5,000.


New Travel Forms are Live!
June 30, 2016

The new travel changes are effective, July 1st. Please begin using the new travel forms July 1st.

We realize these are significant changes, and we will provide resources (both human and system) to guide you successfully through this transition.

Training:


New Payroll Phone Number
June 27, 2016

Dear Colleagues,

The Payroll Office has a new main telephone number: 704-687-1919. This central line will help ensure that all calls are answered and handled as timely as possible. Payroll is also available via email at payrolldept@uncc.edu.


Reminder: July 1st Travel Changes and Training
June 21, 2016

Dear Colleagues,

This is a reminder that on Friday, July 1st, approved travel changes go into effect. Click here to view the April 20th announcement that provides more information on these changes.


Payroll Fiscal Year End
June 21, 2016

Due to the fiscal year end, the UNC Charlotte Payroll Office will only be running one off-cycle "adjustment" payroll in July on July 22nd. 


Year End Reminders
June 7, 2016

Dear Colleagues,

Year End is upon us!  We know everyone is working hard to get in those last transactions. Thank you for all of your efforts.


New Dual Signature Requirement on DPR
May 23, 2016

Dear Colleagues,


Save the Date - Travel Training on What's New
May 18, 2016

Dear Colleagues,


New Fall 2016 - Payment Plan will require 10% down payment
May 18, 2016

Payment plan will require 10% down payment in addition to $55 non-refundable set-up fee

For more details about the UNC Charlotte Payment Plan

 


Approved Travel Changes Roll Out July 1
April 20, 2016

Dear Colleagues,

Over the past year, the Travel and Complex Payments (“Travel”) Office has been working on several new planned initiatives that will decrease processing time for travel reimbursement requests and improve the customer experience. These new initiatives were approved for campus-wide roll-out at the Chancellor’s April 11th Cabinet meeting. If you haven’t already, we strongly encourage you to start using the new forms now to make the transition easier.

When are these new initiatives effective?

July 1, 2016

Who’s impacted?

Those who travel or prepare travel paperwork for UNC Charlotte business purposes or both. 

What's changing?


Financial Registration Hold
February 25, 2016

As of March 22, 2016, if you have an unpaid balance due on your student account you will receive a financial hold which will prevent you from registering, dropping, withdrawing from the University and ordering an official transcript.


New Mileage Rates Effective 1/1/2016
February 8, 2016

Effective January 1, 2016, IRS and North Carolina mileage rates were updated along with round-trip mileage guidance.

What’s new?

  • The Internal Revenue Service (IRS) Business Standard Mileage Rate for the use of a car (also vans and pickups) is 54 cents per mile for business miles driven, down from 57.5 cents for 2015.


Coming Soon - Financial Transaction Request (FTR) eForms
February 2, 2016

Dear Colleagues,

Coming Soon!


Faculty and Staff Taxable Reimbursements Reminder
December 10, 2015

Dear Colleagues,

As a reminder, employee requests for reimbursement (i.e., travel and other) need to be submitted to Travel and Complex Payments (TCP) within 60 days after the expense is paid or incurred for the reimbursement to be excluded from the employee’s wages and not subject to withholding taxes.


Kronos Time & Leave System University-wide Roll-out
December 3, 2015

Goodbye, Paper. Hello, Kronos Timekeeping System!

Change is in the air and we’d like to be the first to formally welcome you to Kronos Workforce Ready (WFR).


Kronos Workforce Ready User Interface Refresh Occurs Tonight - System Outage
December 2, 2015

The Kronos WorkForce Ready (WFR) User Interface initiative to improve usability of the product will be rolled out tonight, which will result in a system outage from 11:30 p.m. to 4:00 a.m. 


Kronos Workforce Ready User Interface Refresh in Place December 2
November 30, 2015

The Kronos WorkForce Ready (WFR) User Interface initiative to improve usability of the product will be rolled out to all users on December 2, 2015.  


New 'Know Before You Go' Travel Guide
October 6, 2015

In July, a new version of the Travel and Complex Payments Department’s travel guide (


Controller's Office announcements
October 2, 2015

Message from Laura Williams, Controller:


Hospitality profile available for all P-card users
September 1, 2015

Effective September 1, 2015, the hospitality profile option is available campus-wide.  This option allows for the purchase of food and beverages with the University-issued purchasing card (P-card).  An important exception is travel-related meals for which the traveler is otherwise entitled to reimbursement at state subsistence rates.


New State Subsistence Rates
July 17, 2015

New State Subsistence Rates were published by OSBM (Office of State Budget and Management), effective July 1, 2015. The following table lists the subsistence rates per day for travel related expenses:


Fall 2015 Billing Date
July 15, 2015

The Student Accounts Office will be issuing the first Fall 2015 eBill Wednesday, July 15th with a payment due date of August 19, 2015.  For more information on how to view your eBill, enroll in a payment plan or make a payment visit studentaccounts.uncc.edu

 


Faculty and Staff Taxable Reimbursements
July 13, 2015

Faculty and Staff,


Bookstore Advance Program (BAP)
July 1, 2015

Sign up for the Bookstore Advance Program for a chance to win UNC Charlotte gear!

Sign up for the bookstore advance program for a chance to win UNC Charlotte gear


New Process for Checking Out University Receipt Books
July 1, 2015

The university is implementing a new electronic method for requesting receipt books from the Cashiers Office effective July 1, 2015.    Please follow this link to access the new form:  http://finance.uncc.edu/resources/forms


University Policy 101.18, Gifts, Awards and Prizes
April 23, 2015

University Policy 101.18, Gifts, Awards and Prizes, was approved on April 14, 2015.  Please see the following for further information:


Updated Policy 317, MCD Allowances
April 1, 2015

University Policy 317, Mobile Communication Device (MCD) Policy was updated on April 1, 2015.  Please see the following site for further information:

https://finance.uncc.edu/resources/manuals-guides-procedures/mobile-communication-device-mcd-allowances


FY14-15 Retirement Rates
January 13, 2015
FICA 7.65%
State Optional Retirement 15.21%
Law Officers' Retirement 20.21%
Optional ORP Retirement 5.90%

Federal & State Withholding Requirements for Employee
December 11, 2014

All employees must complete the Federal Employee's Withholding Allowance Certificate (Form W-4) for federal tax withholding as well as the appropriate state withholding certificate (based on the state in which you live).  The Federal form (Form W-4) and the North Carolina Employee's Witholding Allowance Certificate (Form NC-4) can be found on the Financial Services 


Travel Reimbursements Update
December 11, 2014

Airline boarding passes are no longer required as part of the documentation for travel reimbursement.  The airline receipt will provide adequate support of air transportation expense for travelers.


Giving Back
December 11, 2014

This year our team participated in the 2014 Giving Green in the Community campaign and like many other teams around campus, engaged in the spirit of giving back to our community. In addition to donating monetarily, we decided to donate our time by volunteering at the Second Harvest Food Bank.


Student Accounts office closed 12/19/14 8:30-9:30 AM
December 8, 2014

The Student Accounts office will be closed on Friday, December 19th from 8:30-9:30 AM. The office will reopen promptly at 9:30 AM and remain open for the remainder of the day.