Attend this class to learn about the new accounting structure that will be used in Quantum Financials. Participants will learn new terminologies and important information about the changes needed to enter, approve, and analyze transactions in Quantum Financials.
The presentation covers the new values that will replace the existing chartstrings in eUMB Financials and includes a preview of the robust reporting available in Quantum.
This class is required prior to attending system training and obtaining access to Quantum Financials. Note that the current processes used for requesting bills (i.e., Customer Billing) and payments (e.g., working fund, eZ payment, research study participants, and PUR02s) will be performed directly in Quantum Financials. Individuals with responsibilities in these processes (e.g., completing forms or approving these transactions) will require access to the Quantum Financials system.
Individuals who manage external systems or databases that utilize existing UMB Financials chartfields are encouraged to attend as well.
The presentation contains the same information presented during the June, July, and August sessions.
- Log into the UMB Learning Management System.
- Click on the library books icon at the top of the page.
- Choose “Quantum Financials” from the left-hand menu.
- Click the drop-down menu labeled “Select.”
- Choose “Register” in the drop-down menu.