Resources

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/SCOPE This policy, in accordance with University Policy 602.7, Travel Authorization and Reimbursement, and in consideration of Internal Revenue Service (IRS), Office of State Budget and Management (OSBM), and other applicable regulations and guidance, establishes when the University will provide payment for third party lodging expenses incurred to support University business purposes, along with related […]

Purpose: Guidance for faculty and staff regarding payment for travel expenses incurred for UNC Charlotte business purposes. Contact Email: travel@charlotte.edu Last Updated: August 8, 2024

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: November 19, 2025

Purpose: Provides a detailed list of expense account codes. Last Updated: November 19, 2025

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

Purpose: This guidebook ensures that assets are properly acquired, accounted for, maintained, and disposed. Last Updated: October 24, 2025