Manuals - Guides - Procedures

Inventory Coordinators List

Inventory Coordinators List Purpose: Provide a list of Inventory Coordinators by Level organizational code. Last Updated: September 13, 2022

How to enroll in direct deposit

For instructions on how to establish or change direct deposit information online, see this FAQ. Last Updated: April 19, 2017

Guide to Querying Fixed Asset Info in Banner

Guide to Querying Fixed Asset Information in Banner Purpose: Describes how to navigate in Banner to obtain asset numbers and other asset information. Contact Email: Last Updated: December 9, 2019

Banner HR Quick Reference Card

Purpose: Banner HR QuickCard Reference Contact Email: Last Updated: October 19, 2023

Food and Beverage, How to Pay

All purchases must adhere to the policies and procedures referenced in the “Resources” section of this guidance. Payment method: If paying a vendor The preferred method to pay for all allowable food and beverage purchases, with the exception of on-campus catered events or when claiming subsistence, is to use the University-issued Purchasing Card (P-card) with […]

How to Return Goods

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 […]

How to Pay Individuals

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 […]

How to Pay Students

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 […]

Financial Statement Audit Reports

Purpose: Provide the financial statement audit reports for UNC Charlotte for the past five years. Contact Email: Last Updated: November 10, 2023

Payment (Credit/Debit) Card Processing Procedures

Payment Card Processing Procedures I. Executive Summary and Purpose All University departments and entities shall process inbound payment (credit/debit) card transactions through approved mechanisms/systems, processors, and equipment. The merchant services provider, which is contracted by the North Carolina Office of the State Controller (NC OSC) and by the University, must be utilized for the processing […]