Resources

Important: Fiscal Year-End Disbursement Cutoff Dates Purpose: To provide the FY 2024-2025 disbursement cut-off dates for Financial Transaction Requests (FTR), Employee Student Direct Pay Requests (ESDPR), Purchase Order payments, and travel to be included in the current fiscal year. Expenses incurred after the dates noted, will be charged to the next fiscal year. As we […]

We recognize the critical role business officers and their associates play in the university’s financial operations, serving as the front line for transactions and ensuring compliance. As the university evolves and our teams grow, we are committed to providing enhanced professional development and offering updated and new training courses tailored to your specific needs. This […]

Purpose The purpose of this document is to provide guidance for third party merchants, including student organizations, who accept payment (credit/debit) cards on behalf of the UNC Charlotte or on University property. Adherence to this standard will help ensure that the University is doing business with third party merchants who are compliant with Payment Card […]

Purpose The purpose of this document is to provide guidance in the usage of Card Present (CP) in person payment (credit/debit) card processing. Scope This guideline applies to all UNC Charlotte employees, affiliates and authorized users who will interact with payment card data, functions or systems as part of their job duties. Contacts Direct general […]

Purpose The purpose of this document is to establish requirements for UNC Charlotte employees and other authorized users regarding the acceptance of payment (credit/debit) cards for Card Not Present (CNP) payments (e.g., online, mail order, telephone). Adherence to this standard will help ensure that the University remains compliant with all University, State and Payment Card […]

Purpose The purpose of this document is to establish requirements for UNC Charlotte employees and other authorized users regarding the acceptance of payment (credit/debit) cards for Card Present (CP) in-person payments. Adherence to this standard will help ensure that the University remains compliant with all University, State and Payment Card Industry (PCI) requirements. Scope This […]

Purpose The purpose of this document is to provide guidance in the usage of telephone order payment (credit/debit) card processing. Scope This guideline applies to all UNC Charlotte employees, affiliates and authorized users who will interact with payment card data, functions or systems as part of their job duties. Contacts Direct general questions about this […]

Purpose The purpose of this document is to provide guidance in the usage of mail order payment (credit/debit) card processing. Scope This guideline applies to all UNC Charlotte employees, affiliates and authorized users who will interact with payment card data, functions or systems as part of their job duties. Contacts Direct general questions about this […]

Purpose The purpose of this document is to provide guidance on establishing merchant accounts for accepting payment cards (credit and debit cards). Scope This guideline applies to all UNC Charlotte employees, affiliates and authorized users who will interact with payment card data, functions or systems as part of their job duties. Contacts Direct general questions […]

Purpose The purpose of this document is to provide guidance in establishing and maintaining contracts with third party service providers that provide payment (credit/debit) card processing on behalf of UNC Charlotte or its affiliates. Scope This guideline applies to all University employees, affiliates and authorized users who want to utilize a third party to accept payment […]