Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-12-01
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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.
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update
November 2023 Upgrades to Oracle Financials and OBI system
2023-11-07
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Oracle Financials and Oracle Business Intelligence (OBI) system upgrades complete The planned system upgrades to OBI and Oracle Financials are complete. To help users' experience within the upgraded environments, we advise: - For OBI: Log into https://bi.stanford.edu and update existing browser...
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announcement
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-10-16
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Updated OSA sweep deadline for FY24.
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Create Expense Report for SU Payeesopen_in_new
2023-10-16
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Added new Expense Type Gift Card - Employee
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update
PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
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Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables...
Announcing the new PTAC Closeout functionality to PTA Manager.
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announcement
Deposit Cash and Checksopen_in_new
2023-09-05
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Clarified types of checks accepted for mobile app and branch deposit
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Deposit Cash and Checksopen_in_new
2023-08-02
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Updated requirement for mailing address when requesting new check endorsement stamp.
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PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
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In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that...
Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.
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announcement
Cash and Check Deposit Enhancements
2023-07-24
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The Office of the Treasurer (OOT) within Financial Management Services (FMS) is supporting improvements to how cash and checks are deposited and developing enhancements that are being rolled out across the university. These changes primarily affected CASHNet processes used by the campus community...
This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.
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announcement
Deposit Cash and Checksopen_in_new
2023-07-21
Updated types of checks accepted and clarified reasons for returned checks
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update