Manuals - Guides - Procedures

Purchasing Card Program Training

๐Ÿ”’ Secure Resource Notice This financial resource has been moved to the secure TeamDynamix (TDX) Knowledge Base to protect university policy details and financial workflows. What you need: Log in using your standard UNC Charlotte NinerNet credentials.

Travel Manual

๐Ÿ”’ Secure Resource Notice This financial resource has been moved to the secure TeamDynamix (TDX) Knowledge Base to protect university policy details and financial workflows. What you need: Log in using your standard UNC Charlotte NinerNet credentials.

Purchasing Card Manual

๐Ÿ”’ Secure Resource Notice This financial resource has been moved to the secure TeamDynamix (TDX) Knowledge Base to protect university policy details and financial workflows. What you need: Log in using your standard UNC Charlotte NinerNet credentials.

Purchasing Card Reference Guide (PCRG)

๐Ÿ”’ Secure Resource Notice This financial resource has been moved to the secure TeamDynamix (TDX) Knowledge Base to protect university policy details and financial workflows. What you need: Log in using your standard UNC Charlotte NinerNet credentials.

Disbursement Cutoff Dates for Fiscal Year End

๐Ÿ”’ Secure Resource Notice This financial guide has been moved to the secure TeamDynamix (TDX) Knowledge Base to protect university policy details and financial workflows. What you need: Log in using your standard UNC Charlotte NinerNet credentials.

How to Pay Vendors with Outgoing Wire Transfers

๐Ÿ”’ Secure Resource Notice This financial guide has been moved to the secure TeamDynamix (TDX) Knowledge Base to protect university policy details and financial workflows. What you need: Log in using your standard UNC Charlotte NinerNet credentials. Access this Resource in the University Knowledge Base ยป

Departmental ePrint Reports

Purpose: Table of Departmental ePrint Reports Last Updated: June 10, 2026

Business Update Forum

Business update forum Join us as various subject matter experts from Business Affairs and the Office of OneIT provide updates and guidance for navigating the Universityโ€™s financial and related administrative processes. Planned changes or enhancements to existing processes and systems are also discussed. These sessions are open to UNC Charlotte staff and faculty. Upcoming Forum […]

Training Resources Hub

We recognize the critical role business officers and their associates play in the university’s financial operations, serving as the front line for transactions and ensuring compliance. As the university evolves and our teams grow, we are committed to providing updated and new training courses tailored to your specific needs. This includes targeted microlearnings addressing key […]

Pilferable Equipment Template

Purpose: This template is an example of how to maintain important information about assets that are at risk of theft. Examples of pilferable equipment each department is required to maintain include computers, laptops, tablets, projectors and recording equipment (digital and video cameras) less than seven years old with an acquisition cost between $1,000 and $10,000. […]