OneIT Financial Systems Support

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

Banner Request for Position Control Access

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 completion of two courses: Banner Finance Training and IT Security Training. Contact Email: finsystems@charlotte.edu Last Updated: December 12, 2023

Banner Request to Change Financial Manager

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

Banner Finance/49er Mart Access Request

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 IT Security Training (in L&D Portal). Contact Email: finsystems@charlotte.edu Last Updated: October 11, 2022