Manuals - Guides - Procedures

Purpose: This form is used to provide vendors with UNC Charlotte’s taxpayer identification number. Last Updated: September 18, 2024

Purpose: Training presentation on the processes, procedures and everyday activities of the Reporting & Fixed Assets Office. Register for this two-hour virtual training session by logging into the University’s Learning and Development Portal. Once logged into the Portal, select Learning > Learner Home. Enter “fixed assets” in the search box and tap the enter key. […]

Petty Cash Change Fund Training Petty Cash/Change Fund Policy and Procedures Last Updated: February 7, 2022

Payment method: The preferred method for purchasing airline tickets is to use a University-issued Purchasing Card (P-card). Other allowable methods include: Direct bill to AAA of the Carolinas Submit a Travel Reimbursement and Expense Report form Note: Refer to University Policy 601.8, “Appropriate Use of University Funds” to confirm if this is a permissible use […]

Payment method The primary method for purchasing computer software is to use 49er Mart, but purchasing card (p-card) use may also be acceptable on a case-by-case basis. However, before moving forward with any software or IT-related purchase, it must be reviewed and approved by OneIT. To begin this process, employees must complete the Software & […]

Payment method: The method for purchasing supplies and equipment is to use 49er Mart. Rationale and other considerations: Orders are processed online through a web browser depending on the type of supplier used. To begin, choose a supplier and proceed with selecting items and placing them in your virtual shopping cart. When you have finished […]

Payment method The preferred method for paying for subscriptions to professional journals, other periodicals and electronic surveys is to use a University-issued Purchasing Card (p-card). Other allowable methods include: Rationale and Other Considerations The costs associated with subscriptions to professional journals, magazines, other periodicals and surveys is an allowable expense on a p-card. Because the […]

See How to Pay Students and/or How to Pay Individuals guides. For additional questions, consult with the Tax Office. Last Updated: January 10, 2017

Payment method: The preferred method for prepaying for registration fees to conferences and non-conference events associated with University-related business is to use a University-issued Purchasing Card (P-Card). Other allowable methods include: Rationale and other considerations: Registration fees associated with conferences and non-conference events related to University business are allowable on a P-Card. Please refer to […]

Payment method Use 49er Mart to purchase computers, printers or related accessories. Note: Purchase of Apple products from the Niner Tech Computer Store. Refer to the Niner Tech website instructions. All computer and printer purchases must abide by the Guideline for Security of Endpoints. Requests for exceptions to this guideline may be submitted to the […]