Please note important financial deadlines for the current fiscal year that ends on June 30.
- All requests should be accompanied by digital receipts. Pictures of receipts taken on mobile devices can quickly and easily be converted into PDF format via Adobe Scan. This free app is available for download both in the App Store and via Google Play, and a brief tutorial can also be viewed here.
- All payment requests outside the Concur and BOA works systems should be accompanied by a completed internal request form (also attached).
- Clear business justifications should be documented for all T&E and p-card expenses at the time of expense reconciliation.
- All business entertainment expenses must also include a comment or comments regarding attendees at the time of reconciliation. The names of all attendees are required if there were less than 8 total in attendance; if more than 8 attendees were present please also add a note to that effect in the reconciliation comment (actual attendee names are not required in that case).
- Travel expense reports should be linked to an approved Concur pre-authorization request.
- Please note that the deadline for establishing new or updated Independent Contractor agreements in FY23 is quickly approaching: May 3rd at 12pm. Contractors approved or modified after that time will not receive payment in fiscal year 2023.
- If you are a principal investigator, co-PI, or faculty member working on a sponsored research project administered through UNC’s office of sponsored programs and have summer salary funds budgeted for you in a project, please reach out to Angelena King to discuss timing and next steps if you have not already done so.
Thank you for reviewing this important information during this busy time of year. Please do not hesitate to reply with any questions.
-The Business Office Team