Manuals - Guides - Procedures

Disbursement cutoff dates for fiscal year 2023-2024 [revised] Purpose: The chart in the memo details the FY 2023-2024 disbursement cut-off dates for Financial Transaction Requests (FTR), Employee Student Direct Pay Requests (ESDPR), Purchase Order payments, and travel to be included in the current fiscal year. Expenses incurred after the dates noted, will be charged to […]

Purpose: The purchasing manual is an official guide for the departments, schools, divisions, offices, and other organizational entities of UNC Charlotte. These policies should be used for the procurement and handling of supplies, materials, equipment, and services as directed by the General Statutes of the State of North Carolina and as stated in University Policy […]

Contract Review Workflow Contract Review Workflow Last Updated: November 13, 2014

Click play for an Overview of Travel Rules for State Employees provided by the North Carolina Office of State Budget and Management (NC OSBM). Click play for an Overview of Travel Reimbursement for State Employees provided by the NC OSBM. UNC Charlotte specific travel guidance and forms for faculty and staff are available on the […]

North Carolina law, Chapter 147-86.10 of the General Statutes, requires that “all agencies, institutions, departments, bureaus, boards, commissions and officers of the State…shall devise techniques and procedures for the receipt, deposit, and disbursement of monies coming into their control and custody which are designed to maximize the interest-bearing investment of cash and to minimize idle […]

UNC Charlotte Strategy: physical location of workforce Definition of Out-of-State Employee An employee who will be located outside the state of North Carolina when performing work for UNC Charlotte. Examples: Procedures If a potential need arises for an employee to complete work for UNC Charlotte from a non-NC jurisdiction for more than one month, complete […]

Chart of Accounts: Fund Hierarchy Contact Email: finsystems@charlotte.edu Last Updated: December 1, 2024

Banner Organization Code/Financial Manager Chart Purpose: Chart of Banner Organization and Financial Management Codes. Contact Email: finsystems@charlotte.edu Last Updated: December 1, 2024

Overview Moving expenses for new hires at UNC Charlotte can either be reimbursed using State funds or provided via an allowance using Discretionary funds. All moving support from the university is fully taxable to employees. Approval of the administrative head of the employing department is required prior to making commitments to pay moving and relocation […]

The Financial Transaction Request (FTR) Wire Transfer eForm can be used to generate Wire Transfer transactions when an ACH payment or check is not acceptable. It may also be used to send payment in foreign currencies. Please make sure the fund and account number(s) you are using is/are an accurate representation of the transaction. Financial […]