Travel updates: Subsistence Rates & Airline Seating
July 17, 2019

Two updates are now reflected in the Travel Manual. Specifically:

eCR replaces DPR & Amazon Punch-out live!
July 1, 2019

The electronic check request (eCR) and the Amazon Punch-out catalog are live. The eCR replaced the Direct Pay Request (DPR) effective July 1 and will be mandatory effective August 1.

New State Travel Subsistence Rates Coming!
June 26, 2019

Effective July 1, 2019, the Office of State Budget and Management (OSBM) will increase subsistence payment rates for state employees’ in-state and out-of-state travel. 

49er Mart Project Updates
June 7, 2019

Over the past two years, Financial Services has been working on several new 49er Mart initiatives that will decrease processing time and enhance the user experience as a result of eliminating paper processes and adding electronic workflows. Below is a summary of these initiatives.

P-card Works System and Q&A Session - Jul. 12th
June 3, 2019

Join us for an informal purchasing card (p-card) training and Q&A session!

When: July 12th, 2-4 p.m.

Where: College of Health and Human Services (CHHS), Room 370

2019 Year-end Disbursement Calendar
April 16, 2019

The 2019 Year End Disbursement Calendar memorandum is now available.

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

Travel and P-card Updates
January 29, 2019

In our ongoing effort to review and streamline processes, a new travel form has been developed for you, and the travel receipt requirement and IRS mileage rate has been updated. Specifically:

49er Mart: eCR replaces ATF Jan. 2
January 2, 2019

After-the-fact (ATF) purchases transitioned to electronic check requests (eCRs) in 49er Mart starting Nov. 7th. The ATF form will no longer be available in 49er Mart starting Jan. 2, 2019.

What’s changing:

Moving Expense Reimbursements/Allowances Update
December 19, 2018

The Office of State Budget and Management (OSBM) changed its policy on moving expenses in July 2018. The moving expense procedures and related forms have been updated to reflect the policy change.

What’s new

2018 Electronic Form W-2 Sign Up & Paycheck Checkup Time
October 23, 2018

Tax season will soon be upon us. Below are some items to consider during this time.

New Imaging Document Submission TCP eForm
October 19, 2018

We recently made a change to how you can send documents to the Travel Office. Now you can quickly and efficiently submit documents electronically to Travel using the Imaging Document Submission (IDS) Travel & Complex Payments (TCP) Invoices eForm.

New Gift Certificate Live!
July 10, 2018

You can now create a gift certificate that will be considered tangible personal property (and not cash) by following the guidelines in the updated Gift Cards/Gift Certificates, How to Pay procedures.

Non-sufficient funds check fee
June 27, 2018

If your department receives and deposits checks, please note the following related to non-sufficient funds (NSF) charges.   

What’s changing and when?

Effective July 1:

Employee Training Expenses Definitions Clarified
June 20, 2018

Minor updates were made to clarify the use of account codes for employee training expenses.

What’s been clarified

Travel Office Restructure effective July 1
June 5, 2018

The disbursements area will be restructured effective July 1. This change allows us to further strengthen our commitment to providing customer-focused services to campus.

What’s changing

“TR” now Travel Reimbursement & Expense Report (TRER)
May 29, 2018

To clarify the intended use of the travel reimbursement form, we updated the name to Travel Reimbursement & Expense Report (TRER); formerly, Request for Travel Reimbursement (TR).

P-card Spending Limits Increased!
May 18, 2018

As of May 15, 2018, the following transaction limit changes are in effect in accordance with state statute and purchasing guidelines and as noted in the Purchasing Card (p-card) Manual:

Policy Update: UP 602.11, Gifts, Awards, and Prizes
May 11, 2018

University Policy 602.11 (formerly 101.18), Gifts, Awards, and Prizes, related guidance, and forms were recently updated as follows:

Wire Transfer FTR eForm Live!
May 7, 2018

The wire transfer form has gone electric!

What’s new

Travel forms & manual updated
April 9, 2018

We recently made minor updates to the travel forms and the travel manual, as follows:

Travel Forms Package and Travel Advance Form

Giving Back
March 23, 2018

This year our team volunteered at the Second Harvest Food Bank. This volunteering opportunity was rewarding as well as challenging because the Second Harvest Food Bank serves as a regional distribution warehouse.

CATS all-access transit pass and light rail ticket purchases with University funds
March 5, 2018

In conjunction with the arrival of the light rail on March 16, we have developed guidelines related to allowable purchases using University funds for CATS all-access transit passes and individual light rail tickets. We have created FAQ pages that will provide you with information on these new guidelines:

eCommerce News
March 1, 2018

    Jan. 1 Mileage Rate & OSBM Travel Related Policy Changes
    February 7, 2018

    Effective January 1, 2018, the Office of State Budget and Management (OSBM) updated the Travel Policies and Regulations section of the State Budget Manual to reflect new IRS mileage rates and modify other OSBM travel-related policies, which impact all individuals who

    New Personnel Recruitment Ads Account Code
    January 4, 2018

    There is a new account code for Personnel Recruitment Ads. Please start using Banner Account Code #928385 - Personnel Recruitment Ads as needed per the description and examples below.

    November 17 - FTR Enhancements GO LIVE!
    November 9, 2017

    Your Enhanced FTR ‘Experience’ Starts Friday, November 17!

    Electronic Form W-2 consent and mailing address verification
    November 9, 2017

    The tax filing season will be here before you know it! GO GREEN by signing up for electronic delivery of your Form W-2!

    Update Forms W-4 & NC-4 online
    October 18, 2017

    You can now update your federal and state employee withholding allowance certificates (Forms W-4 and NC-4) via My UNC Charlotte.


    Financial Transaction Request (FTR) Enhancements
    October 6, 2017

    ‘Experience’ FTRs in a New Light

    Make sure your employees enroll in direct deposit
    August 1, 2017

    If you are or will be supervising employees, we ask that you help them hit the “easy” button by providing them with direct deposit enrollment instructions and incorporate this time-saving method into your area’s existing hands-on employee training.

    New State Subsistence Rates Eff. July 1
    July 11, 2017

    Effective July 1, 2017, the Office of State Budget and Management (OSBM) updated rates of subsistence

    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:

    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.

    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.

    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

    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.


    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

    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.

    New Dual Signature Requirement on DPR
    May 23, 2016

    Dear Colleagues,

    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?

    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.