The University's Banner Financial Reporting System  maintains a transaction history file of departmental account transactions for the current and prior fiscal years. 

Account managers should  review these financial transactions frequently for accuracy and substance. Particular attention should be paid to overspent budget lines, mis-keyed transactions, and outstanding purchase orders that should be paid or removed from the account. Any questions or corrections concerning the reports will be addressed by the following departments:

 

	Transaction Type	Contact Department	Contact Person	Phone
	Budgets:  State and Auxiliary	Budget Office	Akua Brown	7631
	Budgets: Non-state	Contracts & Grants	C&G Accountant	7683
	Capital Improvement	General Accounting	Linda Harper	7684
	Cash Receipts	Treasurer	Kim Sowell	7721
		General Accounting	Linda Harper	7684
	Disbursements	Accounts Payable	Deborah A. Harris	7684
	Encumbrances	General Accounting	Lottayne Sinclair	7684
	Internal Transfers	General Accounting	Linda Harper	7684
	Payroll	Payroll	Margaret Stancil	7888
	Purchase Orders	Purchasing	Ted A Little	7555

 

Because its phone lines are so frequently being used, the University Accounting Office also suggests that you might find e-mail to be a quick and convenient method to contact Accounting Office personnel. Every staff member has an e-mail address on the University's network, or you can send a message to the Accounting.Office@ncat.edu and we will respond to your request.  

It is advisable for department personnel to gain access to the Banner Financial System which is an up-to-the-minute accounting record.  The System can be used to show all transactions that have affected an account during the current or prior fiscal years, including budget, receipt/expenditure and purchase order activity.

The Systems Development Department within the Comptroller's Office maintains access security to System. Contact the Systems Development Department at 7563 for assistance.

RESEARCHING PRIOR PERIOD TRANSACTIONS AND RECORDS RETENTION

Departments needing to research prior period transactions may come to the Accounting Office to utilize the microfiche reader/printer. No appointment is necessary, but it would be appreciated so that we can pull the appropriate records for you and assure the reader will not be in use when you visit.