Financial Services


  1. Request for Banner Finance/49er Mart Access
  2. 49er Mart Training through Canvas
  3. Vendor Information Form FAX Vendor form to 687-1463, DO NOT EMAIL
  4. Email invoice (s) to Accounts Payable
  5. General Questions and/or Payment Inquiries for Accounts Payable
  6. Business Cards, Letterhead, and Envelopes – Wallace Printing punchout 49erMart
  7. COE Receiving Log

Banner Finance

  1. Banner Login
  2. Banner Finance Training through Canvas
  3. Request for Banner Finance/49er Mart Access

Budget and General Accounting

  1. I-Flex and Lapsed Salary Instructions and Template
  2. Journal Voucher – Financial Transaction Request
  3. Tax Office
  4. Wire Transfers

Direct Pay Request

  1. Food, Beverage and Amenity Expense Documentation
  2. Independent Contractor/Employee Checklist
  3. Missing Original Receipts Affidavit
  4. Non-Resident Scholarship
  5. Prepayments
  6. Vendor Information Form FAX Vendor form to 687-1450, DO NOT EMAIL
  7. Receipt Page

Petty Cash

  1. Petty Cash Log
  2. Petty Cash Reimbursement
  3. Petty Cash Fund Request Form
  4. Petty Cash/Change Fund Change of Custodian Form


  1. Purchasing Card Application & Agreement
  2. One Hour Training class is required
  3. Purchasing Card Manual
  4. Purchasing Card Procedures
  5. Bank of America Works

*Note: Jane Stewart approves State funds and Contracts and Grants Office approves Grant funds.

Phone Bill

  1. Phone Bill Processing Presentation
  2. Procedure for Processing Monthly Statements
  3. Deposit form for cash or checks

Promotional Purchasing


  1. Purchasing Manual
  2. Purchases over $5000, Contact Purchasing Agent
  3. Waiver of Competition Justification
  4. Vendor Information Form FAX Vendor form 687-1463, DO NOT EMAIL
  5. COE Receiving Log

Receiving and Stores

  1. Name Tags (includes instructions on how to order)
  2. Gas Orders – 49erMart
  3. Paper & Office Supplies – 49erMart
  4. UPS Account Setup – Contact Larry Barfield

Travel & Complex Payments

  1. COE Travel Policy & Procedure
  2. Field Trip Information
  3. Meal per diem, TA, TR, & North Carolina Budget Manual, Section 5, page 119
  4. Mileage & Parking Reimbursement
  5. Missing Original Receipts Affidavit
  6. Travel Authorization for Employee and Non-Employee
  7. Travel Non-Hotel Lodging Authorization Form
  8. Travel Reimbursement Form
  9. Department Chair’s & Center Director’s TA & TR submit to the Dean’s office.
  10. Grant funded TA & TR’s submit to Contracts and Grants Office.
  11. Receipt Page
  12. International Travel Information & Compliance with university-owned devices
  13. Export Control Checklist
  14. Advisory for traveling overseas with university owned electronic devices
  15. Travel Tips


Submit a Student Educational Award

*FAX numbers for Travel & Complex Payments and PCard is 687-1450 and Accounts Payable is 704-687-1463