Workshops

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

Workshops and Training Documents

Accounts Payable

Email: AP_FinSvc@umaryland.edu
Related Procedures: Miscellaneous Disbursements Procedure | Processing Tuition Reimbursement Payments to Employees

• Workshops
  • New PO Processing Procedure effective (January 9, 2023)
  • Presentation - includes Quantum Financials (February 22, 2018)

Assorted Payments

Related Procedures: Miscellaneous Disbursements Procedure

• Workshops
  • Presentations (October 24, 2018)
  • FLSA and Stipends (October 24, 2018)
  • How to View Payments in eUMB Financials (2018)
• Training Documents
  • Payment Type Tables
  • Honorariums and Stipends

Disbursements

Related Procedures: Miscellaneous Disbursements Procedure

• Workshops
  • 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)

Making Payments to Research Study Participants

Related Policies and Procedures: Policy | Procedure

• Workshops
  • Making Payments to Research Study Participants (September 15 & 21, 2022)
  • Making Payments to Research Study Participants Part 1: Foundational Knowledge (April 1, 2021)
  • Making Payments to Research Study Participants Part 2: Technical Knowledge (April 22, 2021)
  • Combined Workshop (April 24, 2019): Finance
• How to Use the Gift Card System
  • How to Use the Gift Card System (March 28, 2019) 
  • Presentation (March 27, 2019)
• Training Documents
  • 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

Travel

• Workshops
  • Concur Trainings

Using Foreign Wire Transfers for Payments to Vendors

Related Procedures: Procedures

• Workshops 
  • Presentation (November 28, 2018)
• Training Documents
• Foreign Wire Transfer Instructions
• X-9 Wire Transfer Form
• IBAN List

Working Fund

• Workshops
  • Presentation (April 5, 2018)
• 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