Inside This Edition

The topics are:

• Coming Soon: New Format for Bytes
• Quantum Financials
  • NONPOs and Project Funding
  • Year-End Processing Deadlines
• Important Reminders
  • Payroll Data Clean Up
  • Avoid Losing Leave
  • Procure to Pay workshop
• Quantum Analytics
  • Transaction Details for Net Asset Balances
  • Receipt Date Added to Reports
• System Updates
  • Quantum HCM Project
• Concur Travel and Expense
  • Concur Notes
  • Drop-In Sessions
  • Travel Talks
• Training page
  • Reduced Training Schedule
  • Quantum Financials Training
  • Quantum Analytics Training

Inside This Edition

The topics are:

• Your Feedback
• Quantum Financials
  • Travel Clearing Accounts
  • Updated Departmental Inventory Report
• Important Reminders
  • PO Close Email
  • Payroll Data Clean Up
  • Don't Lose Leave
  • New Job Aids
  • Jan Workshop
• Quantum Analytics
  • Two New User Aids
• System Updates
  • Quantum HCM Project
• Concur Travel and Expense

• New Booking Job Aid
• Access for Affiliates & Non-Employees
• Now Allowed: Airbnb
• Travel Talks
• Drop-In-Sessions 
• Training
• Reduced Training Schedule
• Quantum Financials Training
• Quantum Analytics Training

Inside This Edition 

The topics are:

• Your Feedback
• Quantum Financials
• NONPO & Debt Memo Rejections
• PO Close Reminder
• NONPO Reminders
• Dept. Inventory Report
• Asset Mgmt. Workshop
• Quantum Analytics
• Activity Level Reporting
• System Updates
• Quantum HCM Project

• Concur Travel and Expense
• Travel Talks
• Receipts for Airfare
• Drop-In-Sessions 
• Training
• Training and Tutorial Widget
• Quantum Financials Training
• Quantum Analytics Training

Inside This Edition

The topics are:

• Quantum Financials
• NONPO Invoice Webform
• Routing NONPO Invoices and Debit Memos
• Expenditure Types for PCard Allocations
• Changing Requisition Preferences
• Quantum Analytics
• Receipt Date Added to Reports
• Selecting Multiple Projects on Award Detail Report
• System Updates
• Quantum HCM Project

• Concur Travel and Expense
• Important Reminders
• Training Classes
• Use the Correct Source
• Drop-In-Sessions
• E-receipts Enabled 
• Training
• Training and Tutorial Widget
• Quantum Financials Training
• Quantum Analytics Training

Inside This Edition

The topics are:

• Important Reminder – Fiscal Year-End Deadlines 
• Quantum Financials   
• Reassigning Inactive Employee’ PCard Expenses - Update
• Quantum Analytics   
• CFDA Number Has Been Changed to ALN
• System Updates  
• Quantum HCM Project
• Join the CMN!

• Concur Travel and Expense  
• Drop-In-Sessions
• Training Classes
• Important Reminders
• Expenses Incurred on Behalf of Others
• Finding Approved Requests and Reports
• Exception Booking
• Don’t Skip Your Per Diems!
• Mileage for Non-Employees
• Training  
• Quantum Financials Training
• Quantum Analytics Training

Inside this Edition

The topics are:

• Quantum Financials   
• Quantum Upgrade 23B
• Reassigning Inactive Employee’ PCard Expenses
• CFDA # Replaced by ALN #
• Dept Inventory Report

• Important Reminder – Fiscal Year-End Deadlines 

• Quantum Analytics   
• Selecting Multiple Projects on the Award Detail Report
• GL Balances Report Column Heading Changes
• New Transaction Type

• System Updates  
• Quantum HCM Project Update

• Concur Travel and Expense  
• Booking Train Travel has been disabled  
• Important Reminders
• New Payment Type: Third Party Payment  
• New Location for Training Materials
• Drop-In-Sessions
• Concur Training Classes
• Non-Employee Set Up and Booking Job Aid
• Beware of Phishing Email

• Training  
• Moving Day for Administrative Systems Tutorials (UPK’s)
• Quantum Analytics Training
• Quantum Financials Training

Inside this Edition

The topics are:

• Quantum Financials
• Reassigning Inactive Employees’ PCard Expenses
• Upgrade 23B
• Quantum Analytics
• New HR Combo Codes Report
• Award Profile Card Improvements
• System Updates
• CMN Group
• Quantum HCM
• Concur
• Is Now Live
• Drop-In Sessions
• April Readiness Tasks
• Do Not Book from Homepage
• TBE System Sunset
• Important Reminders
• Airbnb Use
• FYE Deadlines
• Claiming Tango Pymts
• Training
• UPKs Moving
• Quantum Analytics
• Quantum Financials

Inside this Issue

The topics are:

• Quantum Financials
• PCard Expense Approvername
• Thank You Testers!
• NONPO Invoice & Debit Memo Routing/Approvals
• Quantum Analytics
• PO Distribution Line Number on Trans Detail Report
• Funding Source Column Added to Payroll Sponsored Details Report
• System Updates
• Concur Travel & Expense
• Quantum HCM
• Important Reminders
• SPAC Child Request email
• Airbnb Use
• eTravel Shut Down
• Clear Cache
• CMAS Drop–in Sessions
• Training
• Concur
• Quantum Analytics
• Quantum Financials

Inside this Edition

• Punch-Out Process
• Employee Access in QF
• Differences in Fringe Balances
• Full Automation: Invoice Payments

• System Updates
• Concur Travel and Expense System Town Hall
• HCM Updates

• PCard Expense Itemization
• Requisition Approver Role
• PCard Closeout Process

• Intro to Concur
• Travel Administrators Registration for instructor led classes
• Early Learning Resources
• UMB’s Travel Agency: Travel Leaders Corp

• System Announcement Widget
• Important Reminders
• 23A Quarterly Upgrade
• Quantum Financials
• CMAS Drop- IN
• Analytics Training
• Excel Webinar
• Coaching Session

Volume 31, Issue 1

• Quantum Financials Notes
• QF Reports
• Invoice Status Report
• SPON Receipt Application Details Report
• NONPO Invoice Documentation Reminder
• PCard Transactions Report
• New Multi-year PO Encumbrances
• Printing Debit Memos
• eUMB Financials & Raven to be Retired
• Quantum Financials Quarterly Upgrade
• New Systems Information

• Quantum Analytics Notes
• Project Profile Card & Budgets
• Award Detail Report LTD Billing & Collections

• Important Reminders
• PO Close email
• Quantum Helpdesk

• Quantum Training
• QA Coaching Sessions
• QA Brown Bag Lunch ‘N Learn Workshops

 Inside this Edition

• Quantum Financials Notes
• QF Reports
• Requisition Status Report
• SPON Receipt Application Details Report

• NONPO Invoice Documentation

• Non-Employee Travel Reimbursement

• eUMB Financials & RAVEN to be Retiring

• Adding Training & Tutorials Widget to myUMB Portal

• Quantum Analytics Notes
• Finding LTD Costs in QA
• QA Brown Bag Showcase
• QA Coaching Sessions

• Important Reminders
• FY Year End Deadlines
• UMB Foundation Year End Deadlines
• Financial Systems Has a New Name
• Clear Cache
• Email for PCard
• PO Close Email
• Quantum Help Desk

• Quantum Training

Inside this Edition

• Quantum Financials Notes
• PCard Year End Deadline
• NONPO Invoice Documentation
• Checking on NONPO Invoice Approval Status
• Quantum Financials Upgrade

• New myUMB Portal

• Quantum Analytics Notes
• Timestamp Removed from QA Reports
• New Transaction Types
• QA User Aids Webpage
• New QA Seminars & Workshops
• QA Coaching Sessions

• Important Reminders
• FY End Deadlines
• UMBF FY End Deadlines
• Financial Systems New Name
• Clear Cache
• Quantum Help Desk
• PO Close Email
• New Email for PCard
• Clearing Requisitions
• Don’t Default Customization

• Quantum Training

Inside this Edition

• Quantum Financial Notes
  • QF Reports
  • SPON Receipt Application Details Report
  • Activity Hierarchy Report
  • Purpose Hierarchy Report
  • Quantum Upgrades
  • Don’t Default Customizations
• Quantum Analytics Notes
  •  Transaction Date Ranges in Award Detail Report
  • QA User Aids Webpage
  • Fiscal Year End Deadlines
  • QA Seminars & Workshops 
• Important Reminders
  •  PO Close email Reminder
  • New Email for PCard
  • Clearing Requisitions
  • Clear Cache
  • Quantum Help Desk
• Quantum Training Schedule

Inside this Edition

• Quantum Financials Notes
  • QF Reports 
  • Invoice Status Report QFN205 
  • PCard Trans Report QFN130 
  • Creating & Approving Requisitions
  • Requisitions Landing Page Changes
•  Quantum Analytics Notes
  • PI Profile Report Drill through to Award Detail 
  • New QA WebEx, Seminars, Workshops 
•  Important Reminders
  • FY22 Year-End Deadlines
  • Financial Systems new name is now Business Applications
  • New Email for PCard  
  • PO Close email Reminder
  • Clearing Requisitions from Workflow
  • Clear Cache
  • Quantum Help Desk
• Quantum Training Schedule

Inside this Edition

• Quantum Financials Notes
  • Campus Reports
  • Annual Role Validation
  • Entering Receipts
•  Quantum Analytics Notes
  • Project Profile Card
  • Miscellaneous Receipt Dates
  • New QA Seminars & Workshops
•  Important Reminders
  • Upgrade to Quantum Financials
  • New Email for PCard
  • PO Close Email
  • Clearing Requisitions
  • Don’t Default Customizations
  • Clear Cache
  • Quantum Help Desk
• Quantum Training Schedule

Inside This Edition

• PCard Reminders
  • Cardholders Leaving
  • Assigning Reallocation Delegate
  • New PCard Email
•  Quantum Financials Notes
  • Annual Role Validation
  • Quantum Financials Upgrade
•  Campus Reports
  • QFN201 PPM Trial Balance Report
•  Quantum Analytics Notes
  • Project Profile Card
  • Tips, Tricks, Troubleshooting for Sponsored Dashboard
  • Actual & Encumbrances in Transaction Detail Union Report
  • Quantum Analytics Coaching Sessions
  • Quantum Analytics Case Studies Workshop
•  Important Reminders
  • PO Close Email
  • Clearing Requisitions
  • Don’t Default Customizations
  • Clear Cache
  • Quantum Help Desk
•  Quantum Training Schedule

Inside This Edition

• PCard Reminders
• PCard Expense Report  Attachment Reminder
• Quantum Financials Notes
  • QFN191 Object Hierarchy Report
  • QFN205 Invoice Status Report
• Quantum Analytics Notes
  • QA Reporting for CBS Revenue Billing
  • Quantum Holiday Processing Schedule
  • Tips, Tricks, Troubleshooting for Sponsored Dashboard
  • Actuals & Encumbrances in Transaction Detail Union Report
  • Quantum Analytics Coaching Sessions
  • Quantum Analytics Case Studies Workshop
  • Quantum Analytics User Aids
• Important Reminders
  • 2021 Calendar Year End Processing Deadlines
  • December Schedule for Segments & SOAPF Set up
  • Updated QF Organizational Change Request Form
• Quantum Training Schedule

Inside This Edition

• Customer Billing & Collections
  • CBS Overview
  • Using the Collections Dashboard
  • Generating CBS Reports
  • Managing CBS Assigned Roles
  • New Three-Part Series for CBS Training Course
• Quantum Analytics Notes
  • Tips, Tricks, Troubleshooting for Sponsored Reports
  • Transaction Detail Union Report
  • Quantum Analytics Coaching Sessions
• Quantum Financials Notes
  • QF Campus Report QFN205 Invoice Status Report
• Quantum Training Schedule

Inside This Edition

• PCard Reminders
• Using the Transaction Report QFN130
• Status Definitions
• Attachment Reminder
• Cardholder Information Changes
• Quantum Financials Notes
• QFN205 Invoice Status Report
• QFN129 Project SOAPF Combo
• Quantum Analytics  Notes
• Transaction Detail Union Tips
• Update to PI Profile Report
• New View for SPP 7062 Report
• Date Format Changes
• New Seminars & Workshops  
• Important Reminders
• QF Upgrade
• Sending Secure Email
• Disbursements Staff Changes
• Helpdesk
• Quantum Training Schedule

Inside This Issue

• Quantum Financials Upgrade
• NONPO Invoice Documentation - Tango Funds for Study Participant Payments and Quick Tips
• Procedures for Entering Receipts and Delayed Invoice Payments
• Quantum Analytics WebEx Seminars, User Aids, and Workshops
• Update to Employee Details Report in Quantum Analytics
• Important Reminders
• Quantum Training Schedule

Inside this Issue

• PCard Closeout Process When Cardholder Leaves
• Quantum Financials FY21 Year End Close
• Global Search Feature on Quantum Financials Home Page
• NONPO Invoice Documentation Submitted Electronically
• New Quantum Analytics WebEx Seminars, User Aids, Workshops
• New Quantum Analytics Workshop for Tips, Tricks & Troubleshooting
• Clear Your Cache Every Day!
• Important Reminders
• Quantum Training Schedule

Inside this Issue

• Best Practice when Preparing to Surrender Your PCard
• Disabling SOAPFs
• Org and Object Hierarchy Descriptions
• Interpreting State Check Numbers
• Searching for the Validation Status of Invoices
• New Quantum Analytics (QA) WebEx Seminars and User Aides
• New QA Workshop for Transaction Details Union Report
• Important Reminders
• Quantum Training Schedule

Inside This Issue

• PCard Expense Report – Attachment Reminder
• Quantum Financials - GL Trial Balance Report
• Searching for State Payments in Quantum
• Affiliate Foundation Billing using CBS
• Quantum Analytics  Using Search for Awards/Projects
• Quantum Analytics  Object Level View in Award Detail
• Reminder – Year-End Close Deadlines
• Quantum Upgrade Information
• Quantum Financials  Refresher Training
• Surviving an Audit – Added Session
• Using the Help Desk
• Quantum Training Schedule

Inside This Issue

• PCard Expense Report Auto Reject Update
• PCard Reallocation – Sort by Overdue Items
• Quantum Planning & Budget Update – Process Changes
• Quantum Financials ORG & Object Hierarchies Reports – QF Campus Reports
• Quantum Financials SPON AR Aging Report – QF Campus Reports
• Quantum Analytics What are the POs and PRs – Understanding QA4.P4.R50
• Quantum Analytics How POETAF translates to SOAPF for PP Management
• Clearing Requisitions  from your Workflow List
• Deactivating UMB Daily Digest Emails
• Using the Helpdesk
• Quantum Training Schedule

Inside this Issue

• Using Quantum Helpdesk
• Role Validation
• Quantum PCard Bug Notification - Update
• PCard Reallocation Page – New Features
• PCard Transaction Report
• Quantum Financials -  Searching for Invoices
• Requisition “Deliver-to-Location” changes
• Quantum Analytics Transaction Details Union Report with Encumbrances
• Upcoming Quantum Training Schedule

Inside This Issue

• PCard Reminders, Suggestions, Notifications
• Role Validation
• Using CBS for Foundation Billing
• Upgrades to Quantum Analytics and Financials
• New Org and Object Hierarchy Reports
• Changes to the Rudolph’s Punch-Out Site
• New Facility Impact Review Process
• PO Close Email Reminder
• Requisitions, Invoice Header, and Customer Billing Reminders
• Quantum Analytics Notes
• Upcoming Quantum Training Schedule

Inside This Issue

• PCard Reminders, Suggestions, Notifications
• New PO Close Email Reminder
• Closed POs and Change Orders Info
• Customer Billing Update – Memo Field Now Required
• Quantum Analytics Notes
• Notification of Upgrades to both Financials and Analytics
• Upcoming Quantum Training Schedule

Inside This Issue

• PCard Reminders and Notifications
• New Process and Email for Closing Purchase Orders
• Clearing Abandoned Requisitions
• Quantum Holiday Processing Schedule
• New Quantum Analytics Report for 7062 Activity
• Upcoming Quantum Training Schedule

Inside This Issue

• PCard Reminders and Notifications
• Role Entitlement Report Name Change
• Quantum Financials Upgrade
• Important NONPO Invoice Information
• Customer Billing Tips
• Defaulting Customizations in Quantum Analytics
• Clearing Requisitions
• Suggested Browsers
• Upcoming Quantum Training Schedule

Inside This Issue

• PCard Important Tips and Reminders
• Quantum One Year Anniversary and Statistics
• Upcoming Quantum Upgrades
• Suggested Browsers
• Recent Quantum Financials Monthly Closing Dates
• A TBE Form Tip
• Clearing Requisitions
• A Request Regarding NONPO Invoice Documentation
• Quantum Analytics Announcements
• The Redesigned Financial Calendar
• Upcoming Quantum Training Schedule

Inside This Issue

• PCard Items, Reallocations, Transaction Report, and Expense Report Status Definitions
• How to Find Your SOAPF
• A Budget Update
• Suggested Browsers
• Employee Expense Reimbursement Changes
• Tips and Reminders
• The Redesigned Financial Calendar
• Upcoming Quantum Training Schedule

Inside This Issue

• Using the PCard Transaction Report
• Expense Report Status Definitions
• Quarterly Upgrades
• Suggested Browsers
• Enhancement to the Quantum Analytics Award Detail Report
• Updates to the Debit Memo Notification Email
• Updates to the Training Schedules and Financial Calendar
• Several Reminders

Inside This Issue

• PCard Reallocation
• Expense Report Status Definitions
• Finding PCard Expenses Using the Transaction Details Union Report
• Direct Retros Reminder
• Encumbrances Reflected in Quantum Analytics
• Instructions for Clearing Abandoned Requisitions
• Best Practice for Analytics Dashboard Customizations
• Quantum Training and UPK Tutorials

Inside This Issue

• Focus on PCard – New PCard Transactions Report
• PCard Expense Report Status Definitions
• PCard Accural/Reversal Notification
• Quantum Financials Upgrade
• Role Entitlement Report
• Quantum Analytics Transaction Details Union Report Cheat Sheet
• Quantum Training
• Important Notes and Reminders 

Inside This Issue

• Focus on PCard – Year-End Preparations
• PCard Tips
• Update – Quantum Financials Upgrade Postponed
• Suggested Browsers
• New Quantum Financials Report
• New Quantum Analytics Enhancements
• Quantum Training
• Coming Soon and Other Reminders

Inside This Issue

• Focus on PCard – Reallocation Rules
• PCard Tips and Notifications
• Quantum Financials Upgrade Testing
• New CITS Caution Message
• Campus Reports PowerPoint and WebEx
• A Request from Your Service Centers
• Quantum Training
• Coming Soon and Reminders

Inside This Issue

• Quantum Analytics Upgrade
• Quantum Financials Upgrade Coming Soon
• Cost Share Flag
• Year End Close Letter
• COVID-19 Announcements
• Helpdesk Update and Reminders
• PCard Tips and Notifications
• Quantum Training
• Reminders

Inside This Issue

• Viewing Saved and Submitted PCard Expense Reports
• 4862 Balances Have Been Moved to 7062
• Tip—No Results Error
• COVID-19 Announcements
• Quantum Analytics Upgrade
• SRs and ERs
• Quantum Training via WebEx
• WebEx Seminars Webpage
• Reminders

Inside This Issue

• Do Not Use a Sponsored Source with Account Combos
• Object 3125-Not 3130-Should Be Used With 7062
• COVID-19 Announcements
• Financial Services Processing
• Helpdesk Support
• More Info About Your POs
• PO Creation Notification
• Training
• WebEx Seminars Webpage

Inside This Issue

• Transaction Details Union Report
• Quantum Training Notes
• New SOAPF Requests and Object 7062
• New SOAPF Reports
• Requisition Basics—Amount or Quantity?
• Debit Memo Approval Reminder
• PCard Troubleshooting
• PCard Overdue Expense Items
• Tips and Reminders

Inside This Issue

• Approved PCard Expenses not in Quantum Analytics— UPDATE
• PCard Expense Reallocation Tips
• Quantum Analytics User Aides
• NONPO Invoice Rejections — Correction
• Reject or Request More Information?
• UPK Tutorials— New Link and Update
• Debit Memo Warning Message
• Notes from Disbursements Workshop
• Common Error on NONPO Invoice and Debit Memo Screen

Inside This Issue

• Disbursements WebEx Workshop
• February Training
• UPK Tutorials Updated
• PCard Accrual Basics— Correction
• Reminders, Tips and Tricks
• Update to Award Detail Report
• Approved PCard Expenses Not in Quantum Analytics
• Where to Find New Segment or SOAPF Forms

Inside This Issue 

• PCard Accrual Basics
• PCard Infolets
• February Training
• Service Centers
• New Segment and SOAPF Requests
• Quarterly Update for Quantum Financials
• Reminders

Inside This Issue

• Quantum Financials Stats
• Coming Attractions
• BIORESCO documentation
• Training Dates
• New Org/SOAPF Request Forms
• Quantum Planning & Budgeting
• Tips and Reminders

Inside This Issue

• Quantum Financials Tips and Tricks
• Updated User Authorization Form
• Status of quantum financials email
• Quantum Holiday Processing Schedule

Inside This Issue

• Quantum Financials Stats
• What’s New with Quantum Analytics
• New SOAPF segments Set-Up
• New form for Study Participant Payments
• Quantum Training
• PCard Reallocation Tips

• June 27, 2019
• May 23, 2019
• April 25, 2019
• March 28, 2019
• February 21, 2019
• January 24, 2019
• November 29, 2018
• October 25, 2018
• September 27, 2018
• May 31, 2018
• April 19, 2018
• February 14, 2018