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Introduction to e UMB Financials

Introduction to e UMB Financials. eUMB Phase 1 -- HRMS. e UMB Established with HR/Payroll Applications. eUMB Phase 2 -- Financials. Campus Portal. Purchasing P-Card. Accounts Payable. Post Award/Grant Accounting. Financial Data Stores. HR/Payroll /CA* Release 1. Billing. A/R.

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Introduction to e UMB Financials

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  1. Introduction to eUMB Financials

  2. eUMB Phase 1 -- HRMS eUMB Established with HR/Payroll Applications

  3. eUMB Phase 2 -- Financials Campus Portal Purchasing P-Card Accounts Payable Post Award/Grant Accounting Financial Data Stores HR/Payroll /CA* Release 1 Billing A/R Project Resources Commit Control Internal Sys Interfaces System Feeds SIMS Telephone Vet Resources Freezer Program Central Billing Prompt Print General Ledger Projects Contracts State of MD Interface Journal Entries Cash Deposits RAVEN/Queries/SQR Reports (downloadable data format)

  4. Roles and Training • Everyone: Orientation to Business Processes, Orientation to Chart of Accounts, Intro to Campus Portal (New users/HRMS users), Intro to eUMB Financials • Requisitioner & Dept. Requisition Approver: Working with Requisitions • Receiver: Receiving Goods and Services • ProCard Viewer and ProCard Reallocator: ProCard Reallocation • Dept. JE Initiator: Working with Journal Entries • CA Users (HRMS): Commitment Accounting Update • RAVEN: Introduction toRAVEN (+detailed classes TBA)

  5. Objectives • Use various modes of User Productivity Kit (UPK) • Navigate within eUMB Financials, including: • Understanding all the parts of a page • Moving from page to page in various ways • Using features such as Search, Lookup, New window • Saving and editing Favorites • Know where to go for help using eUMB Financials

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