OneIT Financial Systems Support

Electronic Personnel Action Form

Electronic Personnel Action Form Overview: This documentation focuses on entering EPAFs for Part Time Faculty, Special Payments, and Student workers. Resources: EPAF General Instructions (UPDATED: 10/5/2018) Hire Part Time Faculty – E50PTF (Includes instructions for E50CE – Continuing Ed) Hire Part Time EPA Staff – E50PTS Special Pay for Full Time Employee – E45SP Last […]

ePrint User Guide

Banner ePrint Instructions Purpose: This guide provides instructions for Banner ePrint features used in viewing and printing Banner financial reports on the web. Banner access is required to view reports on Banner ePrint. Adobe Acrobat® Reader and a NinerNET ID and password are needed to use Banner ePrint. Last Updated: February 20, 2023

Chart of Accounts: Fund Types

UNC Charlotte Fund Types Purpose: Table of UNC Charlotte Fund Types and their descriptions. Last Updated: November 13, 2014

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: […]

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

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

Banner Finance Quick Reference Card

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

Departmental ePrint Reports

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

Banner Finance, AR, and HR Security Class Descriptions

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

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

Purchase Order Review

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