Manuals - Guides - Procedures

Please remember that all security incidents must be immediately reported to your supervisor, who must immediately take action to determine the extent and category of the breach to minimize loss of sensitive data. The chart below indicates other parties that must be notified when a breach occurs. Refer to UNC Charlotte UNC Charlotte Policy Statement […]

If you are considering the possibility of accepting payment cards as a method to collect revenues for your University department or unit, e.g., for merchandise sales, event registration, or other University-related revenues, you should become familiar with the UNC Charlotte Payment (Credit/Debit) Card Processing Standard and the UNC Charlotte Payment (Credit/Debit) card Processing Procedures. Below […]

Purpose: Displays the Contract Checklist Flowchart. Reference the UNC Charlotte Contract Checklist. Last Updated: November 13, 2014

Capital Asset Category Guide Purpose: Guidance on Capitalizable Construction Projects Last Updated: November 13, 2014

Purpose: Describes how to process scholarship and fellowship payments made to a foreign national person. Examples of these types of payment may include but are not limited to the following: qualified scholarships for tuition; non-qualified scholarships for living expenses; travel award. Contact Email: taxoffice@charlotte.edu Last Updated: April 28, 2023

Petty Cash/Change Fund Procedures Procedures for Petty Cash and Change Fund at UNC Charlotte. Last Updated: February 7, 2022

Internal Controls training presentation Purpose: To provide a brief training on Internal Controls at UNC Charlotte. Contact Wardell Kerson, Senior Accountant, for further information on internal controls. Last Updated: April 6, 2023

Nonresident Alien Tax Compliance Training on Nonresident Alien Tax Compliance Last Updated: February 22, 2017

Overview The Red Flags Rule (Rule) was issued in 2007 by the Federal Trade Commission (FTC) after the Fair and Accurate Credit Transactions Act (FACTA) added provisions to the Fair Credit Reporting Act (FCRA) designed to improve the accuracy of consumers’ credit-related records and directed the FTC to issue guidelines for financial institutions and creditors […]

Banner ePrint Instructions Purpose: This guide provides instructions for Banner ePrint features used in viewing and printing Banner financial reports on the web. Banner access is required to view reports on Banner ePrint. Adobe Acrobat® Reader and a NinerNET ID and password are needed to use Banner ePrint. Last Updated: February 20, 2023