Manuals - Guides - Procedures
Banner Finance Quick Reference Card
Last Updated: September 25, 2023 Purpose: A cheat sheet containing Banner Finance 9 references. Contact Email: finsystems@charlotte.edu
Departmental ePrint Reports
ePrint Reports with Descriptions Campus Purpose: Table of Departmental ePrint Reports Last Updated: November 13, 2014
Banner Finance, AR, and HR Security Class Descriptions
Purpose: List security class descriptions found in Banner Finance, Accounts Receivable and Human Resources. Contact Email: finsystems@charlotte.edu Last Updated: April 16, 2024
Chart of Accounts: Account Types
Chart of Accounts: Account Types Purpose: Provide a list of account types found on the chart of accounts. Contact Email: finsystems@charlotte.edu Last Updated: November 13, 2014
Purchase Order Review
Organizational Encumbrance List Purpose: Review open Purchase Order Encumbrances in Banner. Last Updated: November 13, 2014
Travel Manual
Purpose: Guidance for faculty and staff regarding payment for travel expenses incurred for UNC Charlotte business purposes. Contact Email: travel@charlotte.edu Last Updated: August 8, 2024
Choosing Account Codes in ARCHIBUS
Purpose: Shows the 2023 updates to ARCHIBUS and new account codes. Last Updated: November 27, 2023
Expense Account Code Descriptions
Purpose: Provide a list of Expense Account Codes and Descriptions Last Updated: December 2, 2024
Expense Account Code List
Purpose: Provides a detailed list of expense account codes. Last Updated: December 5, 2024
Financial Transaction Request (FTR) – Journal Entry Guidelines
Financial Transaction Request (Journal Entry) Guidelines Purpose: This resource provides guidance for departmental staff on how to recognize, prepare, document and review journal entries, including Financial Transaction Requests (FTRs), Mass Journal Entries, and Interdepartmental Invoices (IDIs), using the appropriate transaction type within the FTR process. What’s included in these guidelines Last Updated: September 1, 2022