Manuals - Guides - Procedures
Purchase Order Review
Organizational Encumbrance List Purpose: Review open Purchase Order Encumbrances in Banner. Last Updated: November 13, 2014
Know Before You Go: General Guide for Travelers
Purpose: Describes the common actions and items travelers need to take and know before going on University-sponsored business trips. Contact Email: travel@charlotte.edu Last Updated: April 1, 2021
Travel Manual
Purpose: Guidance for faculty and staff regarding payment for travel expenses incurred for UNC Charlotte business purposes. Contact Email: travel@charlotte.edu Last Updated: August 8, 2024
Choosing Account Codes in ARCHIBUS
Purpose: Shows the 2023 updates to ARCHIBUS and new account codes. Last Updated: November 27, 2023
Expense Account Code Descriptions
Purpose: Provide a list of Expense Account Codes and Descriptions Last Updated: December 19, 2023
Expense Account Code List
Purpose: Provides a detailed list of expense account codes. Last Updated: December 19, 2023
Financial Transaction Request (Journal Entry) Guidelines
Financial Transaction Request (Journal Entry) Guidelines Purpose: Guidelines for departmental staff on how to record different types of journal entries. Last Updated: September 1, 2022
Fixed Assets Guide Book
Purpose: This guidebook ensures that assets are properly acquired, accounted for, maintained, and disposed. Last Updated: November 17, 2023
Purchasing Card Reference Guide (PCRG)
Purpose: This guide is meant to serve as a one-stop reference for purchasing card (p-card) users and combines multiple resources into one document. Last Updated: August 8, 2024
Purchasing Card Manual
Purpose: Provides general Information and detailed procedures for card issuance and card processes, purchasing guidelines and documentation requirements. Last Updated: August 8, 2024