Manuals - Guides - Procedures

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 […]

Signature Authority Policy Purpose: Clarifies the source of all University signature authority, the responsibilities of those individuals to whom University signature authority has been delegated, and the consequences of signing Contracts without the appropriate signature authority. Last Updated: August 18, 2017

Purpose: Provide a list of Inventory Coordinators by Level organizational code. Last Updated: See date in workbook tab

Purpose: For instructions on how to establish or change direct deposit information online, see this FAQ. Last Updated: January 23, 2024

Purpose: Describes how to navigate in Banner to obtain asset numbers and other asset information. Contact Email: finsystems@charlotte.edu Last Updated: December 9, 2019

Purpose: Banner HR QuickCard Reference Contact Email: finsystems@charlotte.edu Last Updated: October 19, 2023

When a department needs to return an item procured through 49er Mart on a purchase order, several key steps should occur to ensure the return is properly processed. Please refer to the flowchart below for guidance on the returned goods process. Click on the image below to enlarge: For additional information, refer to the 49er […]

To request a payment to an individual, it is important to address two questions: Click on the summarized flowchart below for additional guidance in selecting the appropriate payment method (guidance on paying students is also available): Click the image below to enlarge: Rationale and other considerations: It’s important to keep in mind that the name […]

UNC Charlotte pays students for a variety of purposes. Most payments to students (besides government aid that is processed through Financial Aid) should either be classified as educational awards (namely scholarships/ fellowships) or compensation. On occasion, students will receive business expense payments (namely reimbursements or non-educational awards/prizes). Click on the summarized flowchart below for additional […]

Purpose: Provide UNC Charlotte’s annual financial statements and other financial reports prepared by the Controller’s Office. Financial reports Independent Auditor’s Reports The North Carolina Office of the State Auditor (NCOSA) issues an Independent Auditor’s Report on the University’s annual financial statements. These reports are conducted in accordance with generally accepted U.S. auditing standards, including Government […]