Resources

Purpose: Use this form to add, delete, or modify a Detail Code in Banner Student. Contact Email: bursar@charlotte.edu Last Updated: April 16, 2025

Purpose: This form should be used to request, change, or terminate access to Banner Finance or 49er Mart. This access requires the completion of two courses: Banner Finance Training (in Canvas) and IT Security Training (in L&D Portal). Contact Email: finsystems@charlotte.edu Last Updated: August 21, 2025

Banner Fund Name Change Purpose: Use this form to change the title on a Banner Finance Fund. Contact Email: finsystems@charlotte.edu Last Updated: November 18, 2021

Purpose: This form should be used to: Note that the Financial Manager for an organization (division, college, school, or department) must be a Dean, Chair, Director, Vice Chancellor, Associate Vice Chancellor, etc. Contact Email: finsystems@charlotte.edu Last Updated: October 7, 2022

Change Fund Reconciliation Form Purpose: To assist with change fund reconciliation Last Updated: January 11, 2021

Change Fund Request Form Purpose: Use this form to request a change fund. Last Updated: February 7, 2022

Purpose: Use this document to create a contract between UNC Charlotte and a corporation or independent contractor who will be performing a service for the University. This template should be used to clearly define the scope of work, deliverables, and terms associated with the agreement. Contact Email: purchasing@charlotte.edu Last Updated: July 24, 2024

Purpose: Use this deposit form to make cash & check deposits for all departments on campus. A receipt will be automatically emailed to the preparer based on the preparers UNC Charlotte ID number provided in the signature area. Last Updated: June 6, 2024

Federal Form W-4 Employee’s Withholding Certificate Federal Form W-4 Employee’s Withholding CertificateUse this form only if you do not have access to online tax information at my.charlotte.edu. Form W-4 allows the University Payroll Department to withhold the correct federal income tax from your pay. For security purposes, do not email this completed form containing your social […]

Purpose: This form is used to initiate all journal entries, including book receipts and book disbursements. For help using the form, refer to the FTR FAQs. Related Resource: For detailed guidance on recognizing, preparing and reviewing journal entries, including how to select the correct transaction type, see the FTR (Journal Entry) Guidelines. Contact Email: GeneralAccounting@charlotte.edu […]