Workshops

Disbursements workshops provide guidance to departments on handling accounts payable, travel, and working fund transactions.

Workshops and Training Documents

Accounts Payable

Related Procedures: Miscellaneous Disbursements Procedure | Processing Tuition Reimbursement Payments to Employees

• Workshops
  • New PO Processing Procedure effective (January 9, 2023)

Assorted Payments

Related Procedures: Miscellaneous Disbursements Procedure

• 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)

Making Payments to Research Study Participants

Related Policies and Procedures: Policy | Procedure

• Workshops
  • NOTE: The following three workshop documents are preserved as historical archival materials. While they may not meet modern digital accessibility standards, UMB and A&F are committed to providing fair and equitable access to information. To request an alternative format, please email AP_FinSvc@umaryland.edu.
  • 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)
• 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

• Training Documents
  • Foreign Wire Transfer Instructions
  • X-9 Wire Transfer Form
  • IBAN List