OneIT Financial Systems Support

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

Last Updated: September 25, 2023 Purpose: A cheat sheet containing Banner Finance 9 references. Contact Email: finsystems@charlotte.edu

ePrint Reports with Descriptions Campus Purpose: Table of Departmental ePrint Reports Last Updated: November 13, 2014

Purpose: List security class descriptions found in Banner Finance, Accounts Receivable and Human Resources. Contact Email: finsystems@charlotte.edu Last Updated: April 16, 2024

Chart of Accounts: Account Types Purpose: Provide a list of account types found on the chart of accounts. Contact Email: finsystems@charlotte.edu Last Updated: November 13, 2014

Organizational Encumbrance List Purpose: Review open Purchase Order Encumbrances in Banner. Last Updated: November 13, 2014

Purpose: This form should be used to request access to salary and position information related to all EHRA, SHRA, Temporary, and Student Workers. This access requires the completion of two courses: Banner Finance Training (in Canvas) and Security Awareness Training (in LOD Portal). Contact Email: finsystems@charlotte.edu Last Updated: December 12, 2023

Purpose: This form should be used to: Note that the Financial Manager for an organization (division, college, school, or department) must be a Dean, Chair, Director, Vice Chancellor, Associate Vice Chancellor, etc. Contact Email: finsystems@charlotte.edu Last Updated: October 7, 2022

Purpose: This form should be used to request, change, or terminate access to Banner Finance or 49er Mart. This access requires the completion of two courses: Banner Finance Training (in Canvas) and Security Awareness Training (in LOD Portal). Contact Email: finsystems@charlotte.edu Last Updated: October 11, 2022