General Accounting

Johnny Mercer Pier Wrightsville Beach North Carolina

Establishing Banner Funds

Departments requesting a new fund must complete and submit the Banner Fund Establishment Form electronically. Guidelines are available to assist in the completion of the form.  Contact Joanne Ferguson at fergusonj@uncw.edu for questions about establishing Banner funds.

Please see the University of North Carolina Chart of Accounts for questions regarding the definitions of Program Codes.

General vs. Trust Funds

Need help selecting a funding source?  Here is a great document that outlines the major differences between your General and Trust Funds:  

Major Differences Between General and Trust Funds (PDF)

Banner Accounts

For a listing of revenue and expense accounts, click on the Data Dictionary link to the right.

To request new banner account to be established, an email should be submitted to John Lengyel at lengyelj@uncw.edu. Once the request is submitted and approved, John will enter the account into Banner and it will be ready for use.

WORKS Account List now available for Purchasing Card Reconcilers, with this supporting documentation.

Establishing Banner Organization

Requests for new organization codes should be submitted by email to Joanne Ferguson at fergusonj@uncw.edu. Please attach the Banner Organizational Request Form to the email request. The Org Committee will review the requests on a monthly basis. After all approvals have been obtained, General Accounting will process in Banner. Further information may be obtained by visiting the Organization Committee Web Page.