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.


  • Simplify. No more paper forms to complete or deliver; you can update your withholding information at your...

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Financial Transaction Request (FTR) Enhancements

   October 6, 2017

‘Experience’ FTRs in a New Light

The Controller’s Office is pleased to announce forthcoming enhancements to the existing Financial Transaction Request (FTR) forms made possible by the recent Imaging and Workflow upgrade from Java-based Perceptive Content to the new web-based version...

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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. As a reminder, per University Policy 601.2...

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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:

  • Defined terms within the policy have...

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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.

Key Points around the Self-Select PIN Enhancement...

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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:

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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. When a compromised card is replaced, account holders will receive notification...

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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. We plan to continue efforts to reduce the need for cash across...

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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.

  • Hospitality Profile transaction limit is $2,500; for...

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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.


There are two travel training sessions and two drop-in sessions scheduled to assist...

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