Manuals - Guides - Procedures

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

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

Purpose: Provide a list of Expense Account Codes and Descriptions Last Updated: July 1, 2026

Purpose: Provides a detailed list of expense account codes. Last Updated: July 1, 2026

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: July 11, 2025