
Establishing Banner Funds
Departments requesting a new fund must complete and submit the Banner Fund Establishment Form electronically. 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.
Important dates:
- Monthly Closing Schedule Deadlines:
- Journal Entries/IDIs Crossing Funds: Wed, Jan 25th
- Journal Entries/IDIs not Crossing Funds: Thu, Jan 26th
- Decentralized Feeds: Fri, Jan 27th
- Journal Entries/IDIs Crossing Funds: Wed, Jan 25th
- Outgoing Wire Requests - all wire transactions processed every Wednesday for requests received by the prior Friday.
external agencies
Training Classes offered by General Accounting
ACT 101 Introduction to Accounting at UNCW
ACT 301 Understanding Journal Entries
ACT 302 Understanding Interdepartmental Invoicing
These classes are now available on Skillport to complete at your convenience. Once in Skillport, just enter the desired class without a space into the search field (i.e. ACT101)