Resources

Construction Projects: Asset Categories and Other Guidance

Capital Asset Category Guide Purpose: Guidance on Capitalizable Construction Projects Last Updated: November 13, 2014

Procedures for Scholarship/Fellowship Payment to a Foreign National

Purpose: Describes how to process scholarship and fellowship payments made to a foreign national person. Examples of these types of payment may include but are not limited to the following: qualified scholarships for tuition; non-qualified scholarships for living expenses; travel award. Contact Email: taxoffice@charlotte.edu Last Updated: April 28, 2023

Petty Cash/Change Fund Procedures

Petty Cash/Change Fund Procedures Procedures for Petty Cash and Change Fund at UNC Charlotte. Last Updated: February 7, 2022

Internal Controls Training

Internal Controls training presentation Purpose: To provide a brief training on Internal Controls at UNC Charlotte. Contact Wardell Kerson, Senior Accountant, for further information on internal controls. Last Updated: April 6, 2023

Nonresident Alien Tax Compliance Presentation

Nonresident Alien Tax Compliance Training on Nonresident Alien Tax Compliance Last Updated: February 22, 2017

Red Flags Rule

Overview The Red Flags Rule (Rule) was issued in 2007 by the Federal Trade Commission (FTC) after the Fair and Accurate Credit Transactions Act (FACTA) added provisions to the Fair Credit Reporting Act (FCRA) designed to improve the accuracy of consumers’ credit-related records and directed the FTC to issue guidelines for financial institutions and creditors […]

ePrint User Guide

Banner ePrint Instructions Purpose: This guide provides instructions for Banner ePrint features used in viewing and printing Banner financial reports on the web. Banner access is required to view reports on Banner ePrint. Adobe Acrobat® Reader and a NinerNET ID and password are needed to use Banner ePrint. Last Updated: February 20, 2023

Chart of Accounts: Fund Types

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

Banner Rule Codes

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: […]

Chart of Accounts: Range of Expenditure Account Numbers and Budget Pools

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