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Faculty/Staff Resources
Faculty/Staff Resources
Faculty/Staff Resources
Policies
Conflict of Interest Policy: Athletic Foundation (AF)
Conflict of Interest Policy: Facilities Development Corp. (FDC)
Conflict of Interest Policy: Foundation (FD)
Conflict of Interest Policy: Institute for Social Capital (ISC)
Conflict of Interest Policy: Investment Fund (UNCCIF)
Payment (Credit/Debit) Card Processing Standard
Third Party Lodging Policy
UP 101.15, Additional Compensation for Professional Services to the University
UP 311, Information Security
UP 601.10, Surplus Property Procedures
UP 601.11, Purchasing Policy
UP 601.15, Control and Management of University Equipment & Other Property
UP 601.8, Appropriate Use of University Funds
UP 602.1, Direct Deposit of Pay
UP 602.11, Gifts, Awards, and Prizes
UP 602.3, Petty Cash Fund & Change Fund
UP 602.4, Handling Cash, Checks, and Other Monetary Receipts
UP 602.7, Travel Authorization and Reimbursement
Ventureprise, Inc. Ethics Policy
Manuals - Guides - Procedures
**FAQs**
49er Mart and Rental Vehicles
Appropriate Use of University Funds Standards
Banner Account Codes for Employee and Non-employee Travel Expenses
Banner Finance Quick Reference Card
Banner Finance, AR, and HR Security Class Descriptions
Banner HR Quick Reference Card
Banner Organization Code/Financial Manager Chart
Banner Rule Codes
Budget FTR Rules for General Funds
Capital Assets Standards
Chart of Accounts: Account Types
Chart of Accounts: Fund Hierarchy
Chart of Accounts: Fund Types
Chart of Accounts: Range of Expenditure Account Numbers and Budget Pools
Chartwells Services and Catering
Choosing Account Codes in ARCHIBUS
Construction Projects: Asset Categories and Other Guidance
Contract Checklist
Contract Review Workflow
Departmental ePrint Reports
Departure and Return Times on the Travel Reimbursement form
ePrint User Guide
Expense Account Code Descriptions
Expense Account Code List
Financial Management Guidelines
Fixed Assets Guide Book
Guide to Querying Fixed Asset Info in Banner
Including agenda/schedule with Travel Reimbursement
Journal Entry Guidelines
Know Before You Go: General Guide for Travelers
Mobile Communication Device (MCD) Allowances
Obtaining and Using a UNC Charlotte Receipt Book
Office of State Budget and Management (OSBM) Budget Manual
Out of State Employees: Tax Requirements
Payment (Credit/Debit) Card Processing Procedures
Payments made by Employees on Behalf of other Employees
Petty Cash/Change Fund Procedures
Procedures for Other Payments to a Foreign National
Procedures for Scholarship/Fellowship Payment to a Foreign National
Purchase Order Review
Purchasing Agent Departmental Listing
Purchasing Card Manual
Purchasing Card Reference Guide (PCRG)
Purchasing Manual
Red Flags Rule
Requirements for Payment Card Processing
Reviewing Adjustments to Travel Payments in Banner
Salary Overpayments
Security Incidents
Signature Authority Policy
Student Travel
Travel Expense Banner Payment Entry standards
Travel Manual
UNC Charlotte Moving Expense Procedures
University's Cash Management Plan
How to Guides
Airfare, How to Pay
Computers/Printers/Accessories, How to Procure and Pay
Consulting Services, How to Procure and Pay
Floral Arrangements, How to Procure and Pay
Food and Beverage, How to Pay
Fuel for Vehicle, How to Pay
Gift Cards/Gift Certificates, How to Pay
Goods and Services Already Provided, How to Pay
Hotel and Lodging, How to Pay
How to enroll in direct deposit
How to Pay Individuals
How to Pay Students
How to Pay Vendors with Outgoing Wire Transfers
How to Return Goods
Human Subject Payments, How to Pay
Independent Contractors, How to Pay
Memberships, How to Pay
Mileage and Transportation, How to Pay
Other Reimbursements (Non-Travel), How to Pay
Other Travel-Related Expenses, How to Pay
Registration Fees, How to Pay
Software, How to Procure and Pay
Stipends, How to Pay
Subscriptions, How to Pay
Supplies and Equipment, How to Procure and Pay
Training Materials
Admin Forum and Admin Chat Room Group
Banner Finance/49er Mart
Banner Web Time Entry
Business Updates
eCommerce Training
Electronic Personnel Action Form
Fixed Assets Training
General Fund Presentation
Getting to Know the Travel Process - Video
Internal Control
July 1 Travel Changes Presentation
Nonresident Alien Tax Compliance Presentation
Petty Cash/Change Fund Training
Purchasing Card Program Training
Forms
Banner - New Fund Request Form (Last update: May 2020)
Banner Detail Code Maintenance Form
Banner Finance/49er Mart Access Request
Banner Fund Name Change
Banner Request for Position Control Access
Banner Request to Change Financial Manager
Bookstore Advance Program
Change Fund Reconciliation Form
Change Fund Request Form
CLOSE PURCHASING CARD EFORM
Compensatory Time Off Payout Request
Contract Amendment Template
Contract Template
Currency Order Form
Data Security Standards Acknowledgement and Agreement
Deposit Form for Cash & Checks
Direct Deposit Authorization for Vendors
Direct Deposit Manual Enrollment and Change Form
eBudget Revisions (FTR)
eCommerce Access Request Form
Edit Purchasing Card eForm
EHRA Payroll/Personnel Action Form (PD-7)
Electronic Receipt Book Request
Employee & Student Direct Pay Request
Entertainment Expenditure Form
Federal Form W-4 Employee's Withholding Allowance Certificate
Financial Services Access Request form
Financial Transaction Request (FTR)
Fixed Assets Building and Infrastructure Disposition eForm
Fixed Assets Disposition & Change eForm
Fixed Assets Fabricated Equipment Use eForm
Fixed Assets Off-Campus Equipment Use eForm
Foreign National Information Form - Non-Student Version
Foreign National Information Form - Student Version
Gifts of Cash: Methods of Giving - Bank Draft Authorization
Gifts of Cash: Payroll Deduction Opportunity for Faculty & Staff
Gifts of Securities: Athletic Foundation Letter of Authorization
Gifts of Securities: Athletic Foundation Stock Power
Gifts of Securities: Foundation Letter of Authorization
Gifts of Securities: Stock Power
Gross-up Calculation
Imaging Document Submission (IDS) TCP Invoices eForm
Imprest Fund Establishment Request Form
Independent Contractor Checklist (ICC) Form
Initial Interest Form to Process Payment Cards
Interdepartmental Invoice eForm
Mileage & Transportation Reimbursement (MTR)
Missing Receipt Affidavit
Mobile Communication Device (MCD) Allowance Request eForm
Moving Expense Reimbursement/Allowance Request Form
Moving Reimbursement Pre-Approval Request Form
NC-4 / NC-4 EZ Forms - North Carolina Employee's Withholding Allowance Certificate
New purchasing card application
Payment Book Receipt ("PBR")
Payment Research Request eForm (PRR)
Personal Services Agreement Template
Petty Cash Fund Request Form
Petty Cash Log
Petty Cash Reimbursement/Reconciliation Form
Petty Cash/Change Fund Change of Custodian Form (Updated 10/26/11)
Pre-Payment Authorization Form
Pressing Need Form
Purchase Order T&C's
Receipt Page
Red Flag Detection Form
Return Goods Notice
Salary Overpayments Form
Tax Withholding Estimator
Third Party Lodging Authorization Request
Travel Advance Request
Travel Authorization eForm
Travel Forms Package
Tuition, Housing, and Dining Appeal Form
UNC Charlotte General Contract Terms and Conditions
UP 602.11 Appendix B - Reportable Gifts, Awards, & Prizes Form
UP 602.11 Appendix C - Gifts, Awards, & Prizes Log Sheet
Vendor Forms
Waiver of Competition Justification
Wire Transfer FTR
Informational Documents
Athletic Foundation Public 990 FY17
Budget FTR's for New and Modified Positions in Niner Talent
Budget Office Org Chart
Budget Pool Account Codes
Budget Revision Deadlines
Disbursement Cutoff Dates for Fiscal Year 2021
eCommerce Glossary
EHRA Niner Talent Budget Process Flow
Facilities Development Corporation Public 990 FY17
Financial Statement Audit Report (1) Year End 2020
Financial Statement Audit Report (2) Year End 2019
Financial Statement Audit Report (3) Year End 2018
Financial Statement Audit Report (4) Year End 2017
Financial Statement Audit Report (5) Year End 2016
Institute for Social Capital Public 990 Fy17
Inventory Coordinators List
Municipal Advisor Letter
Payroll Calendar
PBM Fringe Calculator
Sales Tax Exempt Certificate - Barnes & Noble
Sales Tax Exempt Certificate - Dollar General
Sales Tax Exempt Certificate - Food Lion
Sales Tax Exempt Certificate - Hobby Lobby
Sales Tax Exempt Certificate - Kentucky
Sales Tax Exempt Certificate - Lowe's
Sales Tax Exempt Certificate - Microsoft
Sales Tax Exempt Certificate - Office Depot
Sales Tax Exempt Certificate - Staples
Sales Tax Exempt Certificate - Walmart
SHRA Niner Talent Budget Process Flow
The Foundation Public 990 FY17
UNC Charlotte Florida Consumer's Certificate of Exemption
UNC Charlotte Form W-9 - Request for Taxpayer Identification Number with Certification
UNC Charlotte Income Tax Status
UNC Charlotte Investment Fund Public 990 FY17
UNC Charlotte Sales and Use Tax Certificate of Exemption
Ventureprise Public 990 FY17
FAQs
**All Financial Services FAQs on UNC Charlotte FAQ Space**
49er Mart
Banner Finance Module Tips & Techniques
Direct Deposit and check pick-up FAQs
eCommerce
Endowment Fund
Expense Account Codes
Financial Transaction Requests
Fixed Assets
General FS Information
How do I establish a new fund on Banner?
How do I move an employee’s salary expense to another fund?
Kronos Workforce Ready (WFR)
Other links of interest
Payroll
Purchasing Card Program
Tax
Travel Information
What are the fringe benefit rates?
When budgeting a new position, how do I calculate the fringe benefits?
Who do I call with questions about labor distribution?
Who do I talk to about my monthly Budget Status Report?
Who manages my fund?
External Sites
Academic Calendar
Bank of America Works
Debarred Vendors - System for Award Management
Debarred Vendors List (NC Department of Administration)
Debarred Vendors List (NC Department of Administration)
Fly America Act
Governmental Accounting Standards Board (GASB)
Internal Revenue Service
IT Procurement Homepage
NCDOR
North Carolina Daily Deposit Act (G.S. 147-77)
Office of State Budget and Management (OSBM)
Office of State Controller (OSC)
Office of the State Auditor (OSA)
OSC PCI Security Compliance Program
OSHR - Office of State Human Resources (formerly OSP - Office of State Personnel)
PCI Security Standards Council
Social Security Administration
State Purchase and Contract
State Surplus Property
State Surplus Property
State Term Contracts (NC Department of Administration)
Travel Expense Calculator - Currency Conversions
Travel Reimbursements - Federal Subsistence Amounts, US State/Defense Department
U.S. Department of State - Current Travel Alerts
University of North Carolina (UNC) System
Kronos
Kronos Updates
Kronos Workforce Ready Customer Support
Kronos Workforce Ready Roll-out Timeline
Kronos Workforce Ready Timekeeping Project