How will I know if my Financial Transaction Request (FTR) is “Approved”?

Financial Transaction Request workflow

The Department Approver will be bypassed for IDIs and Payment Book Receipts (PBR). The PBR will replace the current CCBR and be used to process all cash, check, and credit card payments.

  1. If all levels approve your request for the workflow, you will receive a “Submission Approved” email notification with the document number.  

    1. The entry will post in Banner within an hour, bar any Banner processing exceptions.  

  2. If the request is invalid, you will not be allowed to submit the form until all invalid form field entries are resolved. All validation is on the front end of the form submission. 

    1. If an entry is still needed, you must prepare a new FTR.  
    2. The original invalid FTR submission will not be given an FTR Submission-ID number.
    3. Thus, the invalid entry will not be viewable in the University's Imaging System.

  3. If your request is rejected at any level of the workflow, you and all upstream approvers will receive a “Submission Rejected” email notification that includes the reason for rejection. 

    1. If an entry is still needed, you must prepare a new FTR.  
    2. The rejected FTR submission may still be viewed using the FTR Submission-ID number in the imaging system.

Email GeneralAccounting@charlotte.edu with questions or feedback.

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