Manuals - Guides - Procedures

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 […]

Origins Campus divisions and departments are ultimately responsible for the accuracy and timely submission of personnel action forms including Personnel Distribution forms (PD7) and time records. Failure to do so may result in overpayments to employees, creating an unnecessary financial burden on the department. Payroll Calendar & Due Dates: Each year, Payroll provides monthly and […]

Attestation: To certify by signature the accuracy and truthfulness of information provided. Attestation is one component of the Payment Card Industry Data Security Standards (PCI DSS) validation process. Authorization: In the context of a payment card transaction, authorization is the first step in processing a payment card. It occurs when a merchant enters cardholder data […]

workshops Admin Forum In addition to these workshops, there is an administrative support group that offers supplemental guidance and a way to communicate with other administrative staff across campus. The purpose of the group is to communicate to all administrative employees new procedures as they develop, to open up communication for the administrative employees to […]

Overview As part of UNC Charlotte’s PCI Compliance program (payment card security), all merchants that accept card information as a form of payment through point of sale, web, phone, or paper form are required to maintain compliance with the Payment Card Industry Data Security Standard (PCI DSS) to continue to accept payment cards on behalf […]

To determine the specific area of training required, review the guide below. Departmental financial responsibilities Users who have departmental financial responsibilities, including grants administration, budget management, use Finance reports or initiate financial paperwork, complete: Purchase and Purchase Approval Users who purchase or approve the purchase of goods and services or enter receiving through 49er Mart, […]