Resources

Organizational Encumbrance List Purpose: Review open Purchase Order Encumbrances in Banner. Last Updated: November 13, 2014

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: July 1, 2026

Purpose: Provides a detailed list of expense account codes. Last Updated: July 1, 2026

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: July 1, 2026

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: August 25, 2026

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