Contact the Business Operations team for assistance with finance and accounting. For online information, please visit:
UNC Finance and Accounting Division
Please find the steps for processing the required paperwork, and the forms needed for the following topics. The required forms are available through the links provided.
All business travel must support the mission of the University of North Carolina at Chapel Hill, receive the appropriate approvals, and be carefully planned to ensure that expenditures are necessary and prudent, and that costs are held to a minimum. A University employee traveling on official business is expected to exercise the same care in incurring expenses that a prudent person would exercise if traveling on personal business and expending personal funds.
Concur is a new software program for pre-travel approval, travel booking and travel and business entertainment expense reimbursements. Purchases made on the new University Travel & Expense (T&E) Card will be reconciled in Concur Expense.
Travel and Expense (T&E) Card
The T&E Card is the preferred method of payment for employees to use when traveling on official University business and for business-related entertainment expenses.
Community Protective Equipment (CPE)
- Community Protective Equipment (CPE) Order Form
- Pharmacy CPE Spring Schedule
- Pharmacy CPE Summer/Fall Schedule
- Procurement 101
- Required Procurement Documents
- Purchasing Method Decision Tree
- Pcard workflow
- Purchasing card program handbook
- Vendor Management
Order Forms and Required Documents
- Order-Requisition form
- Invoice submittal form
- Pcard receipt submittal form
- Business entertainment submittal form
Vendor Setup Forms