• Quantum Financials – Viewing Saved and Submitted Expense Reports
• Quantum Financials - Reports Icon
• Quantum Financials - PCard Expense Report Status Definitions
• Quantum Financials - Steps for Clearing Requisitions
• Quantum Financials – How to Run the PCard Transaction Report
• Quantum Financials - Running the User Security Roles QFN071 Report
• Quantum Financials - Searching for Invoices and Saving Searches
• Deactivating UMB Daily Digest Emails

Quantum Financials Off Boarding checklists are aimed to help Departments and Business Units off board employees who had Quantum Financials roles and responsibilities prior to termination. These include Clearing Requisitions, PCard Closeout, and Closing PO's. The processes are suggested best practices ensuring the ability to complete, closeout, and transfer the duties and authority for transactional data for these functional areas.

• User Checklist Steps for Clearing Requisitions
• User Checklist Steps for Closing POs
• User Checklist Steps for PCard Closeout

Campus Reports Icon – May 1, 2020

Reallocating and Approving Pcard Transactions – October 1, 2020