Resources

Red Flag Detection Form

Categories: Forms, Resources Tags: Office of the Bursar

Red Flag Detection Form Purpose: Please complete and submit this form when an identity theft Red Flag is detected in the course of University operations. Last Updated: October 26, 2023

Initial Interest Form to Process Payment Cards (EC-IIF)

Categories: Forms, Resources Tags: Merchant Services

Initial Interest Form to Process Payment Cards (EC-IIF) Purpose: To initiate and assess department/unit eligibility for payment card processing (e.g., credit cards) for a University-sponsored purpose. If you are interested, please complete this brief initial interest form. It will provide key information to Merchant Services, allowing them to evaluate your eligibility and determine the most […]

Chart of Accounts: Fund Hierarchy

Chart of Accounts: Fund Hierarchy Contact Email: finsystems@charlotte.edu Last Updated: June 1, 2025

Banner Organization Code/Financial Manager Chart

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

Moving Reimbursement Pre-Approval Request Form

Categories: Forms, Resources Tags: Payroll Department

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

Imaging Document Submission (IDS) TCP Invoices eForm

Categories: Forms, Resources Tags: Travel

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 OneIT – IDS Form Submission Manual for more information. Last Updated: April 25, 2025

Currency Order Form

Categories: Forms, Resources Tags: Office of the Bursar

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

Moving Reimbursement & Allowance Request Forms

Categories: Forms, Resources Tags: Payroll Department

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

UNC Charlotte Moving Expense Procedures

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 […]

eCommerce Access Request (EC-AR) eForm

Categories: Forms, Resources Tags: Merchant Services

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