Workshops

Disbursements Workshops are designed to assist departments with processing accounts payable, travel, and working fund transactions.  

Check the training database for upcoming Workshops. Workshops are listed under Course Type: Disbursements Workshops.  

Note: Business Travel Policy and Procedure Training is listed under Course Type: CAMPUS.

Accounts Payable

• New PO Processing Procedure effective January 9, 2023
• Disbursements for Standard Procurements (PUR01) Procedure
• Miscellaneous Disbursements Procedure
• Processing Tuition Reimbursement Payments to Employees
• Subcontracts Procedure
• Honoraria Procedure
• Presentation - includes Quantum Financials
• Contacts
• AP_FinSvc@umaryland.edu for emailing invoices to Accounts Payable

Assorted Payments

• Presentation
• Miscellaneous Disbursements Procedure
• Payment Type Tables
• Honorariums and Stipends - Definitions and Examples
• FLSA and Stipends
• How to View Payments in eUMB Financials

Disbursements

• Enhancements to NONPO Supporting Documentation Submission and W-9 forms-June 7th and June 13, 2022
• Quantum Financials Disbursements Presentation - January 29, 2020
• Disbursements Presentation - May 10, 2018
• Disbursements Presentation - February 27, 2019

How to Use the Gift Card System

• Gift Card System Webpage
• How to Use the Gift Card System 
• Study Participant Payments Gift Card Request Form
• Presentation
• Policy
• Procedure

Making Payments to Research Study Participants

• Making Payments to Research Study Participants on September 15 & 21, 2022
• Making Payments to Research Study Participants Part 1: Foundational Knowledge on April 1, 2021
• Making Payments to Research Study Participants Part 2: Technical Knowledge on April 22, 2021
• How to Run the Object 7062 Report in Quantum Analytics
• How to Run the Object 3125 Report in Quantum Analytics
• SPP Reconciliation Example‌
• Cash/Gift Card Count Sheet
• Study Participant Log
• Study Participant Reconciliation Template
• Combined Workshop on April 24, 2019: Finance
• Combined Workshop on April 24, 2019: Research
• Policy
• Procedure

Travel - Basic Workshop

• This workshop analyzed how to complete eTravel Forms for three basic scenarios: One-Day Trip, Overnight Trip, and International Trip. Participants were given scenarios and blank eTravel forms to complete.
• The information and solutions are available on the Travel Training web page under the Travel Scenarios section header. Please jump to http://www.umaryland.edu/financialservices/disbursements/travel/travel-training/ to view the content studied during the Basic Travel Workshop.

Using Foreign Wire Transfers for Payments to Vendors

• Presentation
• Procedures
• Foreign Wire Transfer Instructions
• X-9 Wire Transfer Form
• IBAN List
• Currency Converter

Working Fund

• Presentation
• Guidelines for Forms
  • General Working Fund Request
  • Signatory Authority
  • Study Participant Payment Gift Card Request
  • Study Participant Payment Working Fund Request
  • Working Fund Check Return/Void