OneIT Financial Systems Support

Purpose: Banner HR QuickCard Reference Contact Email: finsystems@charlotte.edu Last Updated: October 19, 2023

To determine the specific area of training required, review the guide below. Departmental financial responsibilities Users who have departmental financial responsibilities, including grants administration, budget management, use Finance reports or initiate financial paperwork, complete Purchase and purchase approval Users who purchase or approve the purchase of goods and services or enter receiving through 49er Mart, […]

Target Audience: Student Employment Coordinators and others responsible for approving timesheets for student and non-student temporary employees. Overview: This documentation focuses on web time entry, approving time, and establishing proxies in the Banner Self-Service system. Resources: Below are current user guides for WTE Employee Users and Approvers. Select the button below to view WTE Frequently […]

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 […]

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

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

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: […]

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