Manuals - Guides - Procedures

UNC Charlotte Fund Types Purpose: Table of UNC Charlotte Fund Types and their descriptions. Last Updated: November 13, 2014

Purpose: To provide a list of Banner rule codes. Rule codes are defined system codes that determine how transactions are handled, e.g., determine ledgers posted to, budget bucket to place a budget transaction, helps identify the transaction source, and helps to segregate different types of transactions. Rule codes are found on form FGITRND. Contact Email: […]

Range of Expenditure Account Numbers and Budget Pools Purpose: Provide Chart of Accounts Range of Expenditure Account Numbers and Budget Pools. Last Updated: November 13, 2014

Last Updated: September 25, 2023 Purpose: A cheat sheet containing Banner Finance 9 references. Contact Email: finsystems@charlotte.edu

ePrint Reports with Descriptions Campus Purpose: Table of Departmental ePrint Reports Last Updated: November 13, 2014

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 Purpose: Provide a list of account types found on the chart of accounts. Contact Email: finsystems@charlotte.edu Last Updated: November 13, 2014

Organizational Encumbrance List Purpose: Review open Purchase Order Encumbrances in Banner. Last Updated: November 13, 2014

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

Purpose: Shows the 2023 updates to ARCHIBUS and new account codes. Last Updated: November 27, 2023