Full List of Resources
Overview of Travel (Videos)
Click play for an Overview of Travel Rules for State Employees provided by the North Carolina Office of State Budget and Management (NC OSBM).
Click play for an Overview of Travel Reimbursement for State Employees provided by the NC OSBM.
UNC Charlotte specific travel guidance and forms for faculty and staff are available on the Financial Services Travel webpage.
Contact Email: travel@charlotte.edu
Last Updated: September 30, 2022
Payment Book Receipt (“PBR”)
This is the book receipt form that should be used by all departments on campus that process cards via a University merchant account. Merchants must submit this form to allocate receipts to the appropriate Banner fund(s) and account(s).
Last Updated: January 11, 2021
Payment Research Request eForm (PRR)
Payment Research Request eForm (PRR)
Purpose: Use this form to provide the General Accounting department with information needed to research and/or void a check or direct deposit payment to students, vendors, or employees. Please use the Check Number found in Banner Vendor Detail History (FAIVNDH) or contact Payroll at Payrolldept@charlotte.edu or ext. 7-1919 to obtain a payroll check number.
Verify the correct address and direct deposit information is in Banner before submitting this request.
Students and employees should update their address or enroll in direct deposit at my.charlotte.edu
- Vendor (supplier) addresses should be updated using the Existing Supplier Updates form in 49er Mart.
If fraud is suspected (e.g., altered check, forgery, direct deposit tampering), please contact GeneralAccounting@charlotte.edu immediately to investigate.
Last Updated: October 5, 2021
Payroll Calendar
Purpose: Add and view the University’s Google payroll calendar by selecting the payroll calendar link. Detailed instructions are available on the University FAQ site.
Contact Email: PayrollDept@charlotte.edu
Last Updated: January 23, 2024
Petty Cash Fund Request Form
Use this form to request a petty cash fund.
Last Updated: February 7, 2022
Petty Cash Log
Petty Cash Reimbursement & Reconciliation Form
Purpose: This Excel template provides petty cash reimbursement and reconciliation to give Recon & Control the necessary information for replenishing a petty cash fund.
Last Updated: January 11, 2021
Petty Cash/Change Fund Change of Custodian Form
Use this form to request a change to the custodian for petty cash or change fund.
Last Updated: February 7, 2022
Petty Cash/Change Fund Procedures
Procedures for Petty Cash and Change Fund at UNC Charlotte.
Last Updated: February 7, 2022
Pilferable Assets Template
Purpose: This template is an example of how to maintain important information about assets that are at risk of theft. Examples of pilferable assets that each department shall maintain include laptops, computers, data projectors and other pilferable assets costing between $1,000 and $5,000.
Contact: fixedassets@charlotte.edu
Last updated: April 22, 2024
Pressing Need or Emergency Purchase Justification Form
Purpose: Use this form when you have an immediate need to purchase something due to unforeseen causes.
Last Updated: June 29, 2021
Procedures for Other Payments to a Foreign National
Describes procedures for other payments to a foreign national.
Last Updated: November 13, 2014
Procedures for Scholarship/Fellowship Payment to a Foreign National
Purpose: Describes how to process scholarship and fellowship payments made to a foreign national person. Examples of these types of payment may include but are not limited to the following: qualified scholarships for tuition; non-qualified scholarships for living expenses; travel award.
Contact Email: taxoffice@charlotte.edu
Last Updated: April 28, 2023
Professional Development & Training Materials
We recognize the critical role business officers and their associates play in the university’s financial operations, serving as the front line for transactions and ensuring compliance. As the university evolves and our teams grow, we are committed to providing enhanced professional development and offering updated and new training courses tailored to your specific needs. This includes targeted microlearnings addressing key financial competencies and common user issues. Training materials are readily accessible on this page and course registration is available through the Learning and Development Portal, unless otherwise noted.
Required System Training
For compliance and security purposes, some systems require training before access is granted.
- Merchant Training – This is a required training for all merchants that accept card information as a form of payment through point of sales, web, phone or paper forms to maintain compliance with the Payment Card Industry Data Security Standard (PCI DSS). Learn more about Merchant Training requirements.
- Purchasing Card Program Training – Provides the purchasing card (P-card) accountholder training. A new on-demand user and biannual cardholder training will be available starting Wednesday, April 9, 2025. Learn more about the Purchasing Card Program Training.
- Offered by the Office of OneIT
- Banner training required to gain access to Banner, the University’s administrative system of record. Both courses are on-demand self-paced classes.
- Banner Finance Training – Log into Canvas using your NinerNET credentials, select the Course icon from the left side-bar menu and select Training-Banner Finance (the course list will vary by user).
- IT Security Training – available in L&D Portal – learn more about IT Security Training
- Banner training required to gain access to Banner, the University’s administrative system of record. Both courses are on-demand self-paced classes.
On-Demand Training
On-demand training provides convenient, self-paced learning that you can access anytime, anywhere. Available courses include:
- Navigating Finance Fundamentals – Ideal for employees new to university roles requiring finance and budget competencies or responsibilities, including business officers and business coordinators. Now available in the Learning and Development Portal!
- Sources and Uses of University Funds – Covers the broad categories of funding sources and some key considerations for the use of these funds. Learn more about the Sources and Uses of University Funds.
- Endowment Overview and Update Training – Includes the results of the annual spending calculation and provides a high-level overview of the University’s endowment process. Targeted to those who manage endowment funds for their department. Learn more about Endowment spending.
- Internal Controls presentation – A brief training on internal controls at UNC Charlotte. Learn more about Internal Controls.
Instructor-Led Training
Engage with expert instructors and fellow learners in our live instructor-led courses, offered throughout the year. View the schedule and register through the Learning and Development Portal.
- Charlotte’s Travel (everything you need to know about traveling for UNC Charlotte)
- Complex Payments and Tax Guidance – For employees who are responsible for submitting payment requests and interested in learning more about the tax implications of payments made by the University
- Employment of Internationals Workshop – Understand immigration, employment and tax requirements for on-boarding international employees
- Fixed Assets – This workshop will benefit asset custodians, inventory coordinators, department business service, or anyone involved with the annual physical inventory process, entering Fixed Assets eForms, and 49er Mart purchasers with account coding
- Purchasing and Accounts Payable 101 – Provides information on the University’s purchasing policies and procedures as well as procedures for invoice payments
- Purchasing 201: Solicitations and Contracts – Detailed training on the competitive solicitation and contract processes
- Hosted by OneIT Financial Systems Support
- Concur for Purchasing Card Expense Report (Non-travel) – Covers purchasing card (p-card) reconciliation process in Concur for employees who reconcile their own p-cards or have been delegated responsibility for reconciling other employees’ p-cards
- Concur for Travelers – A walk through of the travel request to expense report process for employees who travel on behalf of the university and are responsible for preparing their own travel-related processes
Microlearning Video Tutorials
Need a quick answer? Our microlearnings provide short, focused videos to guide you through a specific process in minutes. Available videos:
Banner & Perceptive Content Navigation
- How to access historical Treasury Services fund files in Perceptive Content
- How to determine how much the University paid to a vendor for any given year using Banner Finance
- How to look up a fund number in Banner Finance using FTMEELT
Banner Self Service
- How to access your electronic Form W-2 (current employees)
PATH System
- How to set up a process specific approver in PATH (e.g., Concur Cost Object Approver)
More video tutorials will continue to be added! Check back often.
Forums
Join the conversation! Our online forums, offered by Financial Services and partner offices, are excellent for knowledge sharing and connecting with subject matter experts and peers. Find a forum that suits your interests.
- Admin Forum – Monthly training and support for campus administrative staff; learn more about the Admin Forum and Admin Chat Room Group.
- Business Update Forum – Held periodically throughout the 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. Learn more about the Business Update Forum.
- Hosted by OneIT Financial Systems Support
- 49er Mart Forum – Held the 4th Thursday monthly; forum information will be posted to the 49er Mart message board and in the Learning and Development Portal
- Concur User Group Forum – Covers a variety of topics such as system updates, best practices, frequently asked questions and answers and discussion of experiences in Concur. You can find the most recent session recordings and slide decks on the Concur landing page. Forum registration (optional) is available in the Learning and Development Portal
Partner Office resources
In addition to the training resources provided above, we collaborate closely with several partner offices to offer a comprehensive learning experience. For specialized training with budgets, please visit the Budget Office website. For resources related to finance and human resources systems, including Banner Finance/HR Position Control/Accounts Receivable modules, related Report Central portals, 49er Mart (eprocurement), Concur (travel and expense), Kronos, Niner Research, Web Time Entry and other ancillary applications the Office of OneIT Financial Systems Support provides extensive online materials. We encourage you to learn more about offered sessions to further enhance your professional development.
additional finance resources
Reference the FAQs available in the Knowledge Base to find answers to common finance and system-related questions.
Last updated: April 4, 2025
Promotional items vendor list
Purpose: Below is a list of vendors UNC Charlotte has contracted with for promotional items. Reach out to them directly to obtain a quote.
| Vendor Name | Contact Name | Contact email |
|---|---|---|
| 4Imprint | Matt Dahm | Edu@4imprint.com |
| Action Plus | Alicia Rhodes | alicia@actionplusideas.com |
| Blink Marketing | Jenny McIntyre | jenny@blinkmarketing.com |
| Club Colors | Alexis Bittner | abittner@clubcolors.com |
| Promo Logic | Angie Johnson | angie.johnson@promologicllc.com |
Contact Email: purchasing@charlotte.edu
Last Updated: August 13, 2024
Purchase Order Review
Purpose: Review open Purchase Order Encumbrances in Banner.
Last Updated: November 13, 2014
Purchase Order Terms & Conditions
Purpose: To provide Purchase Order terms and conditions.
Last Updated: January 11, 2021
Purchasing Agent Departmental Listing
Purpose: This file contains a table of purchasing agents by level 5 organizational code.
Contact Email: purchasing@charlotte.edu
Last Updated: See date in workbook tab