Forms

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 […]

Purpose: This form is used to initiate all journal entries, including book receipts and book disbursements. For help using the form, refer to the FTR FAQs. Related Resource: For detailed guidance on recognizing, preparing and reviewing journal entries, including how to select the correct transaction type, see the FTR (Journal Entry) Guidelines. Contact Email: GeneralAccounting@charlotte.edu […]

Purpose: Use this form to add, delete, or modify a Detail Code in Banner Student. Contact Email: bursar@charlotte.edu Last Updated: April 16, 2025

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: August 21, 2025

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

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 Purpose: To assist with change fund reconciliation Last Updated: January 11, 2021

Change Fund Request Form Purpose: Use this form to request a change fund. Last Updated: February 7, 2022

Purpose: Use this document to create a contract between UNC Charlotte and a corporation or independent contractor who will be performing a service for the University. This template should be used to clearly define the scope of work, deliverables, and terms associated with the agreement. Contact Email: purchasing@charlotte.edu Last Updated: July 24, 2024

Purpose: Use this deposit form to make cash & check deposits for all departments on campus. A receipt will be automatically emailed to the preparer based on the preparers UNC Charlotte ID number provided in the signature area. Last Updated: June 6, 2024