Forms
Wire Transfer FTR
FTR – Wire Transfer Purpose: This Financial Transaction Request (FTR) eForm should be used to wire payments from the university when a check or ACH payment is not possible or when sending in foreign currency. For instructions on how to complete this form, see How to Pay Vendors with Outgoing Wire Transfers Last Updated: January […]
Tuition, Housing, and Dining Appeal Form
Tuition, Housing, and Dining Appeal Form Used to ask for a refund on tuition, housing, and dining fees and charges due to extenuating circumstances. Last Updated: January 11, 2021
Third Party Lodging Authorization Request (Non-hotel lodging)
Purpose: Use this form to request authorization to stay in a 3rd party establishment. Requests must be submitted no less than two weeks before the travel dates. Contact Email: travel@charlotte.edu Last Updated: March 6, 2019
Financial Transaction Request (FTR)
Purpose: This form will be used for all journal entries, book receipts, and book disbursements. Contact Email: GeneralAccounting@charlotte.edu Last Updated: January 8, 2025
Banner Detail Code Maintenance Form
Banner Detail Code Maintenance Form Use this form to add, delete, or modify a Detail Code in Banner Student. Contact Email: finsystems@charlotte.edu Last Updated: January 28, 2021
Banner Finance/49er Mart Access Request
Purpose: This form should be used to request, change, or terminate access to Banner Finance or 49er Mart. This access requires the completion of two courses: Banner Finance Training (in Canvas) and IT Security Training (in L&D Portal). Contact Email: finsystems@charlotte.edu Last Updated: October 11, 2022
Banner Fund Name Change
Banner Fund Name Change Purpose: Use this form to change the title on a Banner Finance Fund. Contact Email: finsystems@charlotte.edu Last Updated: November 18, 2021
Banner Request to Change Financial Manager
Purpose: This form should be used to: Note that the Financial Manager for an organization (division, college, school, or department) must be a Dean, Chair, Director, Vice Chancellor, Associate Vice Chancellor, etc. Contact Email: finsystems@charlotte.edu Last Updated: October 7, 2022
Change Fund Reconciliation Form
Change Fund Reconciliation Form Purpose: To assist with change fund reconciliation Last Updated: January 11, 2021
Change Fund Request Form
Change Fund Request Form Purpose: Use this form to request a change fund. Last Updated: February 7, 2022