Manuals - Guides - Procedures

General requirements: All purchases of gift cards/gift certificates (of non-negotiable amounts) must have a valid, documented business purpose as outlined in the policies referenced below, and must comply with all University purchasing and expense procedures. Gift card payment methods: Purchasing card (p-card): The preferred method for purchasing gift cards is to use a University-issued Purchasing […]

Payment method: Complete an Electronic Check Request (eCR) Form within 49er Mart to request payment for goods or services that have already been provided and were not obtained through the issuance of a purchase order. Note: eCRs cannot be created for employees or students. Please submit reimbursement for employees and students on an Employee & […]

Payment method The preferred method for prepaying for hotel and lodging expenses associated with University-related travel is to use a University-issued Purchasing Card (P-card). A Travel Reimbursement and Expense Report can also be submitted. Refer to University Policy 601.8, Appropriate Use of University Funds, to confirm if this is a permissible use of funds for […]

Instructions on how to pay for non travel reimbursements. Payment method: Use an Employee/Student Direct Pay Request (ESDPR) if the recipient is a: Current UNC Charlotte employee Student For payments to non-student/non-employee vendors, use the electronic check request (eCR). Rationale and other considerations: Payment of non-travel reimbursements of expenses incurred (and not for services performed) […]

Instructions on how to pay for other travel related expenses. Payment method: Use a Travel Reimbursement and Expense Report Form to request reimbursement of taxi, ridesharing services, train, bus, ferry, toll expenses, tips/gratuity, or other related expenses incurred while traveling on University business. This applies if the traveler is a: Other acceptable payment methods include […]

Payment method: The preferred method for prepaying for registration fees to conferences and non-conference events associated with University-related business is to use a University-issued Purchasing Card (P-Card). Other allowable methods include: Submit a Travel Reimbursement and Expense Report form Rationale and other considerations: Registration fees associated with conferences and non-conference events related to University business […]

Obtaining a receipt book depositing information The Daily Deposit and Reporting Law (G.S. 147-77) require the depositing of all funds on a daily basis and to report the same on a daily basis. An exemption may be granted provided the funds to be deposited do not exceed $5,000.00 and that they are deposited at least […]