Resources

Banner Organization Code/Financial Manager Chart Purpose: Chart of Banner Organization and Financial Management Codes. Contact Email: finsystems@charlotte.edu Last Updated: February 1, 2025

Purpose: If using State funds, the new employee must complete this form. Please reference the Moving Expense Procedures for detailed information. Last Updated: May 1, 2024

Last Updated: September 23, 2021 Imaging Document Submission (IDS) TCP Invoices eForm Purpose: Use this form to upload documents to a department’s drawer within the Imaging System. See the IDS manual for more information.

Currency Order Form Purpose: Departments should complete this form when they need to order cash. Please note that all funds must be ordered from the bank and can take up to 72 hours to arrive. You will be contacted when your funds are available for pick up. Last Updated: October 18, 2021

Purpose: Use this form to request a moving reimbursement/allowance for a new employee. Note that new employees should NOT complete this form for themselves. Please reference the Moving Expense Procedures for detailed information. Last Updated: May 1, 2024

Overview Moving expenses for new hires at UNC Charlotte can either be reimbursed using State funds or provided via an allowance using Discretionary funds. All moving support from the university is fully taxable to employees. Approval of the administrative head of the employing department is required prior to making commitments to pay moving and relocation […]

Purpose: Submit all eCommerce access or termination requests through this online electronic form (eForm). Reference the Knowledge Base FAQs for more guidance. Last Updated: January 10, 2025

The Financial Transaction Request (FTR) Wire Transfer eForm can be used to generate Wire Transfer transactions when an ACH payment or check is not acceptable. It may also be used to send payment in foreign currencies. Please make sure the fund and account number(s) you are using is/are an accurate representation of the transaction. Financial […]

Salary Overpayments Form Purpose: Use this form to report an employee salary overpayment. Note that departments are responsible for informing current and former employees that they were overpaid. The department is also expected to let such employees know that Payroll will be in touch with them regarding the balance owed. The employee should be expecting […]

Signature Authority Policy Purpose: Clarifies the source of all University signature authority, the responsibilities of those individuals to whom University signature authority has been delegated, and the consequences of signing Contracts without the appropriate signature authority. Last Updated: August 18, 2017