Manuals, Guides, and Procedures

Admin Forum and Admin Chat Room Group

As an administrative employee, you may encounter unfamiliar procedures and questions you may not know the answers to, i.e., Who do you ask? How do you find the answers? Human Resources Learning and Organizational Development offers workshops through the Program for Administrative Certification (PAC) where you will obtain knowledge of various policies and procedures needed to assist you in your position. We strongly encourage you to consider participating in this program. In addition to these workshops, we offer an administrative support group that offers monthly training and support and a way to communicate with other administrative staff across campus.

The purpose of the group is to communicate to all administrative employees new procedures as they develop, to open up communication for the administrative employees to voice their needs, and for everyone to share their best practices with each other. Forum dates for the academic year are in the Learning and Development Portal.

Admin chat room group

An ADMIN-CHAT-ROOM Google Group is available for you to join. It is a tool to help administrative employees keep in touch with each other, and in addition to Niner Insider, Inside UNC Charlotte, and other Groups and system emails, will be used to announce changes in policies, procedures, etc. You may also utilize the ADMIN-CHAT-ROOM-GROUP to ask questions to all administrative employees on campus by sending an email to ADMIN-CHAT-ROOM-GROUP@UNCC.EDU.

Not already a member? Add yourself to this group!

Contact an Admin Coordinator:

Jennifer Campbell
Phone: 704-687-5813

Debra A. Bunker
Phone: 704-687-7541

Tina Moody
Phone: 704-687-7320

Last Updated: August 29, 2023

Airfare, How to Pay

Payment method:

The preferred method for purchasing airline tickets is to use a University-issued Purchasing Card (P-card).
Other allowable methods include:

  • Direct bill to AAA of the Carolinas
  • Submit a Travel Reimbursement and Expense Report form

Note: Refer to University Policy 601.8, “Appropriate Use of University Funds” to confirm if this is a permissible use of funds for your area.

Rationale and other considerations:

The cost of commercial airline tickets (coach rate) is allowable when purchased for the purpose of traveling on University business. Because the P-card allows for an improved approval and prepayment process, it is the preferred purchasing method for buying airline tickets.

If the employee is combining business and personal activities in the same trip, only the expense related to the business portion of the trip is allowable. Please refer to the University Travel Manual for additional information.

How to do it:

  1. Complete a Travel Authorization form and obtain supervisor approval (additional special fund approval may be required, such as Grants & Contracts Administration or Treasury Services).
  2. Upon approval of the Travel Authorization form, the traveler or their designee may then purchase their airline tickets (coach rate) using a P-card. When using the P-card for travel expenses, follow the guidelines and processes identified in the Travel Manual (link provided below).
Policies Procedures Forms/Links Training and Reference Materials
University Policy 602.7, Travel Authorization and Reimbursement

OSBM Budget Manual (Refer to Section 5 for Travel Policies)
IRS Travel, Entertainment, Gift, and Car Expenses Publication (Publication 463)

University Policy 601.8, Appropriate Use of University Funds

Purchasing Card Manual

Travel Manual

Travel Forms Package

Know Before You Go: General Guide for Travelers

Expense Account Codes

Contact for additional questions:

Email the travel inbox at, or refer to the list of contacts on the Disbursements-Travel webpage.

Last Updated: November 10, 2014

Bank of America Works

Bank of America Works

The Works application is a web-based, user-friendly electronic card payment management service that automates, streamlines, and integrates existing payment authorization and reconciliation processes while providing management reporting & spending controls.

Last Updated: December 8, 2014

Banner Finance Quick Reference Card

Purpose: Cheatsheet for Banner 9 Quickcard References.

Contact Email:

Last Updated: November 13, 2014

Banner Finance, AR, and HR Security Class Descriptions

Purpose: List of Security Class Descriptions.

Contact Email:

Last Updated: November 13, 2014

Banner Finance/49er Mart

To determine the specific area of training required, review the guide below.

Departmental financial responsibilities

Users who have departmental financial responsibilities, including grants administration, budget management, use Finance reports or initiate financial paperwork, complete

Purchase and purchase approval

Users who purchase or approve the purchase of goods and services or enter receiving through 49er Mart, review

  • 49er Mart Training available through Canvas

Salary and position monitoring and reconciliation

Users who monitor salary/position administration and reconciliation, complete

Approve student and temporary employee timesheets

Users who approve timesheets for Students or Temporary Employees, complete

Grant or University Fund view access

Users who only need access to view Revenue and Expense information about Grant or University Funds.

Contact Email:

Last Updated: August 2, 2023

Banner HR Quick Reference Card

Purpose: Banner HR QuickCard Reference

Contact Email:

Last Updated: March 13, 2017

Banner Organization Code/Financial Manager Chart

Last Updated: September 1, 2023

File Banner Organization Code/Financial Manager Chart

Purpose: Chart of Banner Organization and Financial Management Codes.

Contact Email:

Banner Rule Codes

Purpose: To provide a list of Banner rule codes. Rule codes are defined system codes that determine how transactions are handled, e.g., determine ledgers posted to, budget bucket to place a budget transaction, helps identify the transaction source, and helps to segregate different types of transactions. Rule codes are found on form FGITRND.

Contact Email:

Last Updated: July 11, 2022

Banner Web Time Entry (WTE)

Target Audience: Student Employment Coordinators and others responsible for approving timesheets for student and non-student temporary employees.

Overview: This documentation focuses on web time entry, approving time, and establishing proxies in the Banner Self-Service system.


On May 27, 2023, Banner WTE received an updated interface with improved navigation. Although many of the existing features remain the same, users and approvers will have a new experience. Below are current user guides for WTE Employee Users and Approvers.

Select the button below to view WTE Frequently Asked Questions (FAQs).

Contact Email:
WTE Technical Assistance Email:

Last Updated: August 22, 2023

Budget Manual – NC Office of State Budget and Management (OSBM)

NC OSBM Budget Manual

Purpose: A budget manual guide from the North Carolina Office of State Budget and Management (OSBM) for use by state departments, agencies, and institutions in the preparation and administration of their budgets. Travel policies are in section 5 of the budget manual.

Contact Email:

Last Updated: April 13, 2022

Business Update Forum

Business update forum: October 3, 2023

Join us for the fall Business Update Forum, presented by Financial Services.

Tuesday, October 3, 2023
10 – 11:30 a.m.
Presented via Zoom Webinar (a unique link will be provided to registrants upon completing registration)

Join us as various subject matter experts from Business Affairs and the Office of OneIT provide updates and guidance for navigating the University’s financial and related administrative processes. Planned changes or enhancements to existing processes and systems are also discussed. These sessions are open to UNC Charlotte staff and faculty.

Past Forum Presentations

About the Business Update Forum

Financial Services hosts discussion forums three times a year. Each session is customized for the needs of those individuals who lead and support the business operations within the University’s colleges and departments. During these sessions, subject matter experts from Business Affairs and the Office of OneIT provide updates and guidance for navigating the University’s financial and related administrative processes. Planned changes or enhancements to existing processes are also discussed. These sessions emphasize an open discussion format to provide a forum for voicing questions about key business operations.

Email Lisa Dooley at to submit topic suggestions or request to present at a future Business Update Forum.

Last Updated: August 29, 2023

Chart of Accounts: Account Types

Purpose: Provide a list of account types found on the chart of accounts.

Contact Email:

Last Updated: November 13, 2014

Chart of Accounts: Fund Hierarchy
Chart of Accounts: Fund Types

Purpose: Table of UNC Charlotte Fund Types and their descriptions.

Last Updated: November 13, 2014

Chart of Accounts: Range of Expenditure Account Numbers and Budget Pools

Purpose: Provide Chart of Accounts Range of Expenditure Account Numbers and Budget Pools.

Last Updated: November 13, 2014

Choosing Account Codes in ARCHIBUS

Purpose: Shows the 2014 updates to ARCHIBUS and new account codes.

Last Updated: November 13, 2014

Computers, Printers & Accessories – How to Procure and Pay

Payment method:

The method for purchasing computer, printers or related accessories is to use 49er Mart. Note: Purchases of Apple products should go through the Niner Tech Computer Store; please refer to the Niner Tech website instructions.

Rationale and other considerations:

Orders are processed online through a web browser depending on the type of supplier used. To begin, choose a supplier and proceed with selecting items and placing them in your virtual shopping cart. When you have finished shopping, your cart proceeds to the checkout and a requisition draft is created. At this point, enter the appropriate accounting codes (e.g.–fund, account) to be used by your department for the order.

Placing the order prompts the workflow process to begin. Approvers are notified via email that an order is pending (the level of approvals depends upon the dollar amount and the type of purchase). The final approval generates a purchase order (PO).

To receive the order, you must log in to 49er Mart. Receiving initiates payment to the vendor.

How to do it:

  1. Login to 49er Mart.
  2. Click on the logo of the supplier (e.g., Dell, CDW-G).
  3. If the vendor is a punch-out supplier, you will be directed to the vendor’s site to shop for your item(s).
  4. Add the desired item(s) to your cart and click “Checkout” when finished ordering.
  5. You will be directed back to the 49er Mart site to create your requisition.
  6. Review the details of your order, and click “Proceed to Checkout.”
  7. Select the appropriate accounting codes for your college/department.
  8. Perform a final review and click “Place Order.”
Policies Procedures Forms / Links Training and Reference Materials
University Policy 601.11, Purchasing Policy

State of NC Purchase and Contract Division, Administrative Code

University Policy 601.8, Appropriate Use of University Funds

49er Mart Requester – Step-by-Step Guide

49er Mart Approver – Step-by-Step Guide

Purchasing Manual

49er Mart Login

Banner Login

Niner Tech Ordering Instructions

49er Mart Training in Canvas

49er Mart FAQs

Contact for additional questions:

Send an email to the Purchasing mailbox at or refer to the list of Purchasing contacts.

Last Updated: September 26, 2018