Resources

Financial Transaction Request (Journal Entry) Guidelines Purpose: Guidelines for departmental staff on how to record different types of journal entries. Last Updated: September 1, 2022

Purpose: This guidebook ensures that assets are properly acquired, accounted for, maintained, and disposed. Last Updated: October 28, 2024

Purpose: Provides baseline standards for the capital assets process of the UNC System and general guidance on recording and maintaining capital assets. Last Updated: June 2023

Purpose: This guide is meant to serve as a one-stop reference for purchasing card (p-card) users and combines multiple resources into one document. Last Updated: August 8, 2024

Purpose: Provides general Information and detailed procedures for card issuance and card processes, purchasing guidelines and documentation requirements. Last Updated: August 8, 2024

Purpose: Provides financial management guidelines for business officers and other faculty/staff involved with managing departmental finances. Reference the companion piece to this guidance, the FMG Snapshot, for a high-level overview. Last Updated: November 1, 2024

Procedures for Other Payments to a Foreign National Describes procedures for other payments to a foreign national. Last Updated: November 13, 2014

Purpose: The municipal advisor letter serves as a certificate of representation between UNC Charlotte, its affiliated entities, and their retention of a municipal advisor. We are represented and will rely on our municipal advisor to provide advice concerning the issuance of municipal securities, investment of bond proceeds, escrow investments, and other financial services needs. Once […]

Income Tax Status Letter Letter stating contributions to UNC Charlotte are tax deductible as a 501c3 Last Updated: November 13, 2014

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