The end user attaches the P-Card receipt to the RASR form to submit transactions. The Accountholder and/or Proxy Reconciler uploads the receipt (RASR ID is referenced in field of justification) into the Bank Of America WORKS. Please verify other requirements with your specific Hub. Exception: Please contact the Campus Health Business Hub main page for instruction on processing P-Card charges for their department.
The Student Affairs Hub staff upload the receipt into the WORKS system except the Campus Health Hub. The RASR ID should be referenced in the Justification Field. Exception: Please contact the Campus Health Business Hub main page for instruction on processing P-Card charges for their department.
Charges on the University P-Cards may take up to 3 days to appear in the WORKS system after shipment or purchase.
Yes. The University permits and prefers the registration fees be charged on a P-Card.
The first step is to obtain the ConnectCarolina Vendor Catalog access through your Business Hub manager. You then can create your profile and submit the ePro order by completing the ePro Requisition in ConnectCarolina.
Three criteria determine if a purchase order needs to be generated. If the amount of purchase is over $5,000, if a Contract has been initiated and if a deposit is required for the services requested. If any of these items apply, please contact your Business Hub for further assistance
In order to issue payment, an itemized receipt or invoice is required. If you are in need of a reimbursement for an out of pocket expense, the receipt must show the payment. For example, a receipt will often show “VISA xxxx1234 $20.00” at the bottom. For the Housing, OVC, and Union Hubs, a RASR Request with a detailed purpose or description is also required with staff authorization. A RASR request is not required for the Campus Health Hub, however the purpose or description must be included on the submission.
University purchases $5,000 or less preferred payment method is ePro or P-Card. In general, you can expect to receive the reimbursement up to 2 weeks after submitting the required paperwork with all necessary details. (Please see requirements above.) Employee reimbursements are paid via direct deposit to the same bank account that is used for the employee’s paycheck. You will receive an automated email notification when the funds are sent to your bank account by UNC. Depending on your bank’s processing time, it may be an additional 1-2 days after the email before you see the funds in your account.
Updated travel information coming soon.
Independent Contractors are individuals who perform services. These include speakers, musical performers, writers and other services where there are no tangible goods delivered. The best way to know who qualifies as I/C is whether the vendor is an individual and not affiliated with a corporation, partnership or other entity. Please contact your Business Hub for clarification on determining the vendor as an I/C.
For purchases over $10K, the forms needed are: Form 708.1.2f Independent Contractor Services Agreement, Form 708.1.1f IC Determination Checklist, Form 708.1.3f Waiver of Competition (if required), Background Check Request Form (if required), ACH Deposit information and the W-9 form. Here is the full procedure on paying an independent contractor.
Independent Contractors must submit the required I/C documents, detailed above, annually including W-9s with a current date and signature included.
When completing the IC Determination Checklist, pay particular attention to the box on Page 3 - Description of Specific Services to be provided. This box determines the need for a background check. If the scope of work is such that no background check is required, compose a sentence following your description of services that indicates that the IC will have no access to sensitive populations, sensitive information nor that the engagement will not place the IC on campus for more than ten days.
Donation or gift are required to be processed through the Student Affairs Development Office. Please contact Student Affairs Development when these types of funds are received.
For payment received in person, a receipt should be provided to the payer. All checks should be restrictively endorsed to UNC Chapel Hill. All items for deposit should be submitted in RASR. The cash and checks should be taken to your Business Services Hub for processing each business day. Read the full procedure on receipting funds.
All deposits should be brought to your Business Hub no later than the next business day.
State Statute § 159-32. Daily deposits. Except as otherwise provided by law, all taxes and other moneys collected or received by an officer or employee of a local government or public authority shall be deposited in accordance with this section. Each officer and employee of a local government or public authority whose duty it is to collect or receive any taxes or other moneys shall, on a daily basis, deposit or submit to a properly licensed and recognized cash collection service all collections and receipts. However, if the governing board gives its approval, deposits or submissions to a properly licensed and recognized cash collection service shall be required only when the moneys on hand amount to five hundred dollars ($500.00) or greater. Until deposited or officially submitted to a properly licensed and recognized cash collection service, all moneys must be maintained in a secure location. All deposits shall be made with the finance officer or in an official depository.
On an annual basis, all employees involved in the credit card environment must complete the Payment Card Industry (PCI) training and ITS Security Awareness training. In addition to these mandatory trainings, additional requirements will vary depending on the method by which you accept credit cards (TouchNet, point of sale machines, etc). Full details can be reviewed at the policy on merchant card services page.
Settlements should be done at the close of business day.
RASR stands for Rapid Admin Service Request and is used for processing of all types of transactions.
You use the RASR to submit, review/approve, and request all Student Affairs transactions including Deposit, Travel, P-Card, Journal, Vouchers, PO Requisition, ePro and CBM.
Access RASR Portal (Onyen required).
Manager approval is required in RASR for Voucher, ICs, PO Requsition, Travel and ePro. Manager routing for a form is determined by the routing department on each form. Approvers will receive an email notification when approval is required.
If you know the Chartfield information you use frequently, you can save it as favorite in RASR.
To save a Chartfield string: 1. Select Preference at the Top of the Screen 2. Select Chartifeld Preferences + Button 3. Name your saved CFS.
For a Student Affairs member to obtain access to financial functions in ConnectCarolina, including but not limited to ePRO or P-Card, you will complete the Finance Access Form located at Finance Access Form. After completing the form, you will need to submit to your manager who will forward to your Business Hub Lead.
Visit the Connect Carolina User Information Training page to Register and review course descriptions.
For a Student Affairs member to obtain access to the Student Information functions in ConnectCarolina, including, but not limited to creating PIDs, student class schedules, GradStar and the Graduate Student Health Insurance Program (GSHIP), you will need to complete the Student Admin Access Form.
After completing the form, you will need to obtain the appropriate signature from your Department Director and forward to your Business Hub Lead.
For Student Affairs staff members to obtain a P-card, you must first complete the P-card application packet. Once you have completed the p-card application, you will need to complete Finance Access Form. After completing the form, you will submit the information to your Business Hub for further processing.
Each system requires its own Access Request form. HR Access and some financial access is restricted to the Business and HR Hubs. Please reach out to your Business Hub lead for further assistance.
Yes, some systems access requires training. To gain access to ConnectCarolina you must agree to the Terms of Policy and successfully complete training required prior to submitting a request for access (not all systems require training). Please refer to the Access Roles page to see if training is required for access.
To revoke or change access, you must complete the Access Request Form, obtain the appropriate signatures and forward to your Business Hub Lead for review. When a staff member is leaving the organization, their manager is required to submit a revoke access request in the same manner they submitted for the staff member to gain access.