Resources

Purpose: This form should be used to request access to salary and position information related to all EHRA, SHRA, Temporary, and Student Workers. This access requires completion of two courses: Banner Finance Training and IT Security Training. Contact Email: finsystems@charlotte.edu Last Updated: December 12, 2023

Purpose: This form should be used to notify Purchasing that goods need to be returned to a vendor. Last Updated: June 6, 2015

Interdepartmental Invoice eForm This electronic form (“eform”) is to be used to transfer payments for goods/services performed for campus departments by another campus department. Last Updated: January 11, 2021

PO Terms and Conditions Purpose: To provide Purchase Order terms and conditions. Last Updated: January 11, 2021

Banner Detail Code Maintenance Form Use this form to add, delete, or modify a Detail Code in Banner Student. Contact Email: finsystems@charlotte.edu Last Updated: January 28, 2021

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: October 11, 2022

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