LOCATE FORMS AND POLICIES
FORMS: The most current versions of all the forms used by Financial Services for reimbursements, payments and access forms are housed at Financial Services Forms. Examples of the most common forms are Direct Pay Requests(DPRS), Travel Authorization, Travel Reimbursement and Mileage Reimbursements.
INTERDEPARTMENTAL INVOICE: Located on the S Drive: ua>Dept Admins>Admin Folder>Interdepartmental Invoice - UA or click on this link IDI Invoice. This IDI Interdepartmental Invoice is specific to our division and will be used when one department charges another department for goods or services. The process is to create the IDI invoice for good or service, assign your fund/account code, then have the charged department fill out the Fund number, Account Code and sign off with Approval. Select "Process Indepartmental Invoice", attach a signed IDI invoice in PDF format and submit using this form.
JOURNAL ENTRY: Journal Entries or all correcting entries to a transaction error are to be requested using this form. Fill out the form below, note the funds to be corrected, select "Process Journal Voucher" and attach a PDF copy of the Banner screen where the original error was made, submit.
POLICIES: UA policies and procedures are located on the S Drive: ua>division>Operations Manual. Travel, AP and Purchasing policies on the Financial Services website. University policies are located on UNCC Office of Legal Affairs website and you can also you can find information in the policies on the appropriate use of funds/Policy Statement #601.8.