This monthly newsletter provides updates on UMB systems and processes.
UMB Trivia Answers - April 2025
April 16, 2025
Test Your UMB Knowledge - April 2025 Answers
Trivia questions this month were developed from the ...
UMB Trivia Answers - March 2025
March 19, 2025
Test Your UMB Knowledge - March Answers
Trivia questions this month were developed from the QHCM ...
PCard Account Maintenance Forms Available via DocuSign
March 19, 2025
As of March 1, the UMB PCard Administration has streamlined three new automated Account Maintenan...
Meet Tester Jenna Antos
March 19, 2025
Jenna Antos has been employed at UMB since 2021 as a Procurement Operations and Reporting Manager...
Notice of Correction
March 19, 2025
Last month's tester spotlight featured Cheryl Williams-Smith, who is a lead financial and budget ...
Quantum Human Capital Management (QHCM) Project Go-Live Announcement
March 19, 2025
The QHCM project team is pleased to provide an important update to the QHCM Project. The new Go-L...
Test Your UMB Knowledge - March 2025
March 19, 2025
UMB Trivia is here! Each month, this newsletter will feature UMB trivia based on policies, proces...
Collegiate Travel Planners
March 19, 2025
UMB travelers use Collegiate Travel Planners (CTP) as the travel management company, replacing Tr...
Travel Talks
March 19, 2025
Travel Talks are one-hour virtual sessions to review and discuss travel related topics. Participa...
Concur Drop-In Session Dates
March 19, 2025
The Concur Support Team is continuing to offer Drop-In Sessions. Bring your Concur questions to t...
Quantum Analytics/Financials Training
March 19, 2025
The Business Applications Training Team hosts instructor-led trainings for several Quantum Analyt...
UMB Trivia Answers - February 2025
February 19, 2025
This month's trivia focuses on the travel habits of UMB employees. Check your knowledge about the...
New! Concur Guest Process
February 19, 2025
As of February 1, 2025, the new Concur guest process is in effect. Travel Arrangers can submit re...
Reminder! Virtual SPA/SPAC Meeting on February 26, 2025
February 19, 2025
The first quarter SPA/SPAC meeting will be held virtually on February 26, 2025, from 2:00 p.m. to...
Refreshed PCARD Program Training Now Available in Percipio
February 19, 2025
The updated Introduction to UMB PCard Program training is now available in Percipio.
This course ...
Coming Soon! PCARD Account Maintenance Forms via DocuSign
February 19, 2025
The UMB PCard Administration will be streamlining three new automated Account Maintenance Forms t...
Meet Tester Cheryl Williams-Smith
February 19, 2025
Cheryl Williams-Smith is the lead financial and budget analyst at the Institute for Genome Scienc...
Participipation and Collaboration is the Theme of Another Successful Year for the Quantum Human Capital Managment (QHCM) Project
February 19, 2025
The QHCM project successfully wrapped up another year! In 2024, substantial efforts from dedicate...
Test Your UMB Knowledge
February 19, 2025
UMB Trivia is here! Each month, this newsletter will feature UMB trivia based on policies, proces...
Mileage Calculator in Concur
February 19, 2025
Concur offers a convenient tool for automatically calculating mileage on expense reports. This op...
UMB Trivia
January 21, 2025
Answers to January 2025 Bits & Bytes UMB Trivia
All answers are based on Fiscal Year 20...
New Guest Travel Process - Online Travel Workshop at 10:00 a.m.
January 22, 2025
The Office of the Comptroller (OOTC) is excited to announce new Guest travel procedures in Concur...
Reminder: Designating New Travel Admin. and Cost Center Approvers
January 22, 2025
When a Travel Admin. or Cost Center Approver leaves their role, the department must assign a new ...
IT Procurement Compliance and Security (IT-PCS) Forms
January 22, 2025
CITS Security Compliance and SSAS will soon launch an IT-PCS Form for employees purchasing I...
PCARD Percipio Training Makeover
January 22, 2025
The Introduction to UMB PCard Program Percipio Training is getting a new look. This will improve ...
Meet Tester Shauna Guest
January 22, 2025
Shauna Guest, a financial analyst for the Dean's Administration Finance Office at the School of P...
Quantum Human Capital Management (QHCM) Project Timeline Update
January 22, 2025
The QHCM project team has decided to extend the QHCM project timeline, which will directly impact...
UMB Trivia - Test Your UMB Knowledge
January 22, 2025
UMB Trivia is here! This newsletter will feature UMB trivia based on policies, processes, and pro...
Concur Homepage Redesign
January 22, 2025
This month, Concur will retire the legacy homepage design and unveil a new design.
This update wi...
Quantum Analytics/Finacials Training
January 22, 2025
The Business Applications Training Team recently added instructor-led trainings for several Quant...
SPA/SPAC Quarterly Meetings in 2025
December 11, 2024
These quarterly meetings will update the campus community on the latest research administration d...
2024 Calendar Year-End Deadlines
December 11, 2024
As the calendar year draws to a close, the Office of the Controller and SPAC requests users revie...
New SOAPF Combination Deadline
December 11, 2024
Do you need to request a new SOAPF? Due to the upcoming holidays, all requests for new SOAPF Comb...
Coming Soon! PCard Account Maintenance Forms Moving to DocuSign
December 11, 2024
Effective January 2025, the UMB PCARD Administration has streamlined the process for submitting A...
Calendar Year-End Processing Deadlines
December 11, 2024
Due to the winter break, the University will be closed from Tuesday, December 24, 2024, through W...
Quantum Human Capital Management (QHCM) User Fair Update!
December 11, 2024
The QHCM Project User Fair, held on November 11, at the SMC Campus Center, was an event for all U...
Frequently Asked Questions - Collegiate Travel Planners (CTP)
November 13, 2024
On December 6, 2024, UMB will switch travel management companies from Travel Leaders Corporate (T...
UMB Welcomes a New Travel Management Company!
November 13, 2024
On December 6, UMB will switch travel management companies from Travel Leaders Corporate (TLC) to...
New Policy - Student Academic Travel
November 13, 2024
A new travel policy has been implemented for students. This policy outlines the necessary steps f...
Volume and Milestone (VMS) Billing Reminder
November 13, 2024
SPAC is responsible for creating sponsored invoices for the University, which then generates acco...
SPA/SPAC Quarterly Meeting
November 13, 2024
The next SPA/SPAC Quarterly Meeting will be held virtually on December 4 from 2:00 p.m. to 4:00 p...
Supplier Diversity: Sweeten Training
November 13, 2024
UMB is dedicated to enhancing opportunities for minority and women-owned businesses to engage in ...
Quantum Human Capital Management (QHCM) Training Update
November 13, 2024
The QHCM Project User Fair provided users with an opportunity to explore some of the exciting new...
Chart of Account Reports Located in Quantum Finacials
October 16, 2024
Looking for the updated Account Combo/Hierarchy (Chart of Accounts)? Refer to Quantum Financials ...
Homepage Redesign in the New Year
November 13, 2024
In January 2025, Concur will retire the legacy homepage design and unveil a new design.
This upd...
Your Feedback: Using Sweeten
October 16, 2024
Have you used the new diversity supplier directory in QF, called Sweeten, to find a supplier? We ...
Launch QF With Fewer Errors
October 16, 2024
In the event a user logs into myUMB and immediately selects the QF icon, be aware of the failure ...
Oracle Social Network (OSN) Is Now Retired
October 16, 2024
Departmental access to OSN has retired. The submission portion is now located on the SPAC website...
Join Us! Supporting Your Team Through Change
October 16, 2024
Is your team anticipating a technology change? A change to your reporting structure? Changing you...
Volunteer For SPA/SPAC Advisory Council (SSAC) Subgroup
October 16, 2024
Come be part of the solution! SSAC launched in October 2023, working groups were created to ...
Invitation to Quantum Human Capital Management (QHCM) User Fair
October 16, 2024
The QHCM project executive sponsors invite you to the QHCM User Fair to be held on November 11, f...
Concur Refresher Training Is Available
November 13, 2024
Concur is the university's cloud-based travel and expenses software. Instructor-led training is a...
Quantum Analytics/Financials Training Holiday Schedule
October 16, 2024
Please note, due to the holidays, the instructor-led training sessions for Quantum and Concur wil...
New Parameter - Requisition Status Report (QFN232)
September 18, 2024
Do you use the requisition status report to track your purchases? If so, there's good news: the P...
CBS Customer List Report (QFN098) Updated!
September 18, 2024
For those who use the Customer Billing System, the CBS Customer List Report has been updated, eli...
Reminder: Oracle Social Network (OSN) Replaced
September 18, 2024
Please note, departmental access to OSN is no longer available. SPAC has replaced the submission ...
New Resource to Identify Minority Business Enterprises
September 18, 2024
Quantum users now have a new resource to identify Minority Business Enterprises (MBE) and Women-O...
Budget Retros Updates for Employee Funding Profiles (EFP)
September 18, 2024
Employees will no longer be able to enter EFPs for Pay Period (PP) 25-01 as of October 9, 2024. B...
Updated Financial Policies - Approved as of August 2024
September 18, 2024
The following policies have been updated and presented at the SPAC meeting, that was held on Augu...
Key Takeaways for Participant Support Cost Policy
September 18, 2024
SPAC has updated the Participant Support Cost Policy specific to National Science Foundation and...
Quantum Human Capital Management (QHCM) Town Hall
September 18, 2024
Join the virtual QHCM Project Town Hall on October 1 from 1 p.m. - 3 p.m. for live system demos a...
Foreign Currencies for Travel Expenses
September 18, 2024
All transactions made in foreign currencies should be recorded in their respective currencies. Co...
Quantum Analytics & Financials Training
July 17, 2024
Several Quantum training sessions will be offered as prerecorded webinars moving forward.
Oracle Social Network (OSN) Replaced July 19, 2024
July 17, 2024
Effective July 19, 2024, departmental access to OSN will no longer be available. This change will...
New Resource to Identify Minority Business Enterprises
July 17, 2024
Starting on Tuesday, July 30, Quantum users will have a new resource to identify Minority Busines...
SPA/SPAC Third Quarter Meeting - Save the Date
July 17, 2024
SPA/SPAC will be holding the third quarter meeting virtually, from 2:30 p.m. to 4:00 p.m. on Augu...
Time Entry and Absence Planning in Quantum Human Capital Management (QHCM)
July 17, 2024
Last month the following key features about the future of time entry and absence planning in QHCM...
Oracle Social Network (OSN) Replaced July 19
July 16, 2024
Effective July 19, 2024, departmental access to OSN will no longer be available. This change will...
50th Issue of Bytes!
April 15, 2024
The first issue of Quantum Bytes was emailed December 2019 after Quantum Financials went live. Si...
Application for New PCards: DocuSign
April 15, 2024
UMB PCard Administration has improved the process to apply for a PCard. A new automated DocuSign ...
Oracle Social Network (OSN) to be Replaced
April 15, 2024
As of August 2024, Oracle Social Network (OSN) will be discontinued from the Quantum Financial pl...
2025 Fringe Rates
April 15, 2024
The University's fringe rate proposal was submitted to DHHS/CAS on February 2, 2024. Since our ra...
First Quantum HCM Town Hall: April 25
March 18, 2024
Don't Miss the First Quantum HCM Project Town Hall Thursday, April 25, 2024
9 a.m. – 11 a.m...
Friendly Reminder: Clear Your Browser Cache
April 15, 2024
Remember to clear your browser cache every day as part of signing into Quantum. Why? It may affec...
New Analytics Landing Page
March 18, 2024
We are pleased to share that UMB Quantum Analytics is expanding to meet the additional reporting ...
Capital Asset Inventory Due March 29
March 18, 2024
The Biennial Physical Inventory Count is due March 29, 2024. Instructions can be found on the OOT...
Now Available: Travel Encumbrances
March 18, 2024
Users are now able to access travel-related encumbrances as a part of Quantum Analytics encumbran...
Systems Role Validation - Thank you / Past Due
March 18, 2024
Thank you to those schools and departments that have completed the annual role validation review ...
Quantum HCM Project Town Hall: April 25
March 18, 2024
Don't miss the first Quantum HCM Town Hall - coming soon to an auditorium (or screen) near you! T...
Save the Date: SPA/SPAC Meeting April 17, 2:30-4 p.m.
March 18, 2024
The SPA/SPAC second quarter meeting will be held in person at the School of Dentistry (SOD) Room ...
New Look for Concur + Switch Views for Accessibility
February 13, 2024
Concur now looks different when you log in, but it does not affect any features or functionality....
Quantum Analytics/Financials Training
January 16, 2024
Several Quantum training sessions will be offered as prerecorded webinars during January 2024.
Coming Soon: Travel Encumbrances
February 13, 2024
By the end of February staff will be able to access travel-related encumbrances as a part of Quan...
Quantum HCM Project Website is Live
February 13, 2024
Check out the new Quantum Human Capital Management (QHCM) Project page for information like where...
Systems Role Validation
February 13, 2024
The annual role validation review to certify access to critical UMB systems is currently underway...
Capital Asset Management
January 16, 2024
The Biennial Physical Inventory Count will resume the week of Jan. 22.
A New Look for Concur
January 16, 2024
Concur Update - A refreshed look and feel is coming early in 2024.
New Pick-up Location for Working Fund Checks
January 16, 2024
Effective Feb. 5, Working Fund checks will have a new, more central pick-up location: the Cashier's Office.
Procure-to-Pay Workshop: Jan. 24 & 30
January 16, 2024
The workshop, to be held Jan. 24 and Jan. 30, is recommended for those with responsibilities in p...
SPA/SPAC Quarterly Meetings for 2024
January 16, 2024
Coming in the New Year we are resuming our SPA/SPAC meetings. Save the dates below:
January...
Travel Help Has Retired
January 16, 2024
The travelhelp@umaryland.edu email address is no longer being monitored. Please email help@umaryland.edu with all of your travel questions.
Concur Travel Talks
January 16, 2024
Travel talks are held every other Wednesday at 10 a.m. The meetings are held with the Comptroller...
Year-End Processing Deadlines
December 11, 2023
SOAPF requests must be submitted by noon on Friday, December 15 to be processed prior to yea...
2023 Leave Processing Dates
December 11, 2023
Department payroll reps are advised to communicate this message to their employees and to make sure timesheets are submitted with the following deadlines in mind.
New Billing Process by Vet Resources
December 11, 2023
Veterinary Resources launched Cayuse, a Vivarium Business Operations software, on October 1. ...
Quantum HCM Project Update
December 11, 2023
The Quantum HCM (QHCM) Project Change Management and Training Team is wrapping up the QHCM Change Champions nomination process and is excited to report there are 138 Change Champions nominated representing over 200 departments across campus.
New Location for Concur Tutorials
December 11, 2023
Concur tutorials, also referred to as "UPKs" have a new home in our training Learning Librar...
Changes Coming for Quantum Analytics & Financials Training
December 11, 2023
Quantum Analytics
Instructor led training for the three Quantum Analytics Intro classes is being ...
Procure to Pay Workshop in January
November 14, 2023
A joint Procure to Pay Workshop is in the works for January 2024!
Tips for NonPOs & Project Funding
November 14, 2023
When you use a project for a NONPO invoice, remember these steps on the invoice line:
Set the&nb...
Transaction Details for Net Asset Balances
November 14, 2023
The QA Budget to Actuals Summary and Detail reports as well as the Transaction Details Union report were updated to reflect detail transactions for Object Code 9000 Net Asset/Fund Balance.
Payroll Data Clean Up Campaign
November 14, 2023
Thanks in advance for your partnership on the HRMS timesheet clean up efforts that are underway to ensure the successful implementation of Quantum HCM.
Receipt Date Now Available in Reports
November 14, 2023
Based on user requests, the Receipt Date was added to the R50 report in Budget to Actuals Details, Award Details reports, and Transaction Details Union Report.
Quantum HCM Project Update
November 14, 2023
The Quantum HCM Project Change Management and Training Team is collecting nominations for Quantum HCM Change Champions from schools and central offices through November 30, 2023
Concur Notes
November 14, 2023
When creating a Travel Request, always update the default Project/SOAPF funding fields in t...
Concur Drop-In Session Dates
December 11, 2023
The Concur Support Team is continuing to offer Drop-In Sessions. Bring your Concur questions to t...
Booking a Train through TLC
November 14, 2023
The UMB Card is available for train purchases only when you book through the travel agency.
Concur Training Classes
November 14, 2023
All four of the instructor-led Concur classes are being offered once per month and are open to ev...
Reduced Training Schedule in Nov/Dec
November 14, 2023
Instructor-led sessions for Quantum and Concur will be offered once over the course of November a...
NONPO Rejections
November 14, 2023
If rejected, it means you forgot to enter an Org# for routing, needed whenever you create a NONPO where any line is using a project or any debit memo.
NONPO Reminders
October 18, 2023
NONPO Invoice initiators are reminded that when uploading supporting documentation to the webform...
PO Close Email Reminder
October 18, 2023
Please remember to include both the PO number and supplier name in your PO cl...
New Departmental Inventory Report
October 18, 2023
A Departmental Inventory Report (QFN047) is now available via the Reports dashboard in Quantum Fi...
Asset Management Workshop by OOTC
September 13, 2023
Office of The Controller is providing a workshop on capital and non-capital asset management and ...
Receipts for Airfare
September 20, 2023
Regardless of how your airfare is booked, make sure the Payment Method on the Expense Type reflec...
Quantum HCM Project Update
September 20, 2023
Since implementation started two months ago, the project team has worked on critical tasks such a...
Activity Level Options in Reports
September 20, 2023
Observant users may have seen newly available Activity levels in the following reports: Budget to...
