Full List of Resources
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 Equipment Template
Purpose: This template is an example of how to maintain important information about assets that are at risk of theft. Examples of pilferable equipment each department is required to maintain include laptops, computers, data projectors and other pilferable items with an acquisition cost between $1,000 and $5,000. Departments are strongly encouraged to track pilferable equipment with an acquisition cost under $1,000. Reference this FAQ for more details.
Contact: fixedassets@charlotte.edu
Last updated: October 24, 2025
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
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
Purchasing Card eForms
Purpose: The Purchasing Card (p-card) electronic forms (eForm) manage p-card accounts, including requesting new cards, updating account details and closing existing cards to ensure compliance with university policies.
- New p-card: Use this eForm to request a new p-card, e.g., if you are a new employee or transfer to a different department and your new position requires the use of a p-card.
- Edit p-card: Use this eForm to report p-card account changes, e.g., legal name change and change spend control profiles.
- Close p-card: Use this eForm to close an existing p-card account, e.g., if an employee transfers to another department, has terminated employment, the card is no longer used, or if card use is not in compliance with policy and supporting procedures.
Access: Use your UNC Charlotte login credentials to access this eForm.
Additional Resources: View the p-card eForm FAQs for more information.
Contact Email: purchasingcard@charlotte.edu
Last Updated: August 13, 2025
Purchasing Card Manual
Purpose: Provides general Information and detailed procedures for card issuance and card processes, purchasing guidelines and documentation requirements.
Last Updated: January 8, 2025
Purchasing Card Program Training
Purpose: To provide information on the required training for the University’s Purchasing Card (P-card) Program.
Important Training Update, effective Wednesday, April 9, 2025:
- A new on-demand P-card user and biannual accountholder training is now available in the University’s Learning and Development Portal.
- Action Required: All P-card accountholders are required to complete this training to comply with the UNC System Office’s mandatory bi-annual P-card training requirement.
- Refer to this article on the Financial Services website for more details.
- Please note that the instructor-led P-card user training has been discontinued.
Reference the P-card Manual for general information and detailed procedures for card issuance and card processes, purchasing guidelines and documentation requirements.
Contact Email: purchasingcard@charlotte.edu
Last Updated: April 11, 2025