November 2023 Upgrades to Oracle Financials and OBI system
2023-11-07
-
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...
collections_bookmark
announcement
PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
-
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.
collections_bookmark
announcement
PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
-
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.
collections_bookmark
announcement
Year-End Close: 2023 Reminders and Deadlines
2023-05-31
-
It's that time of year again! The year-end close (YEC) process of recording and reporting expenses from September through August gives a snapshot of the university's transactional activity each fiscal year. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
collections_bookmark
announcement
Turning Feedback Into Action
2023-02-01
-
FMS uses the Client Satisfaction Survey to gather feedback from faculty and staff that fuels action plans for continuous improvements. This article covers the latest on those projects.
collections_bookmark
announcement
Maintain Approval Authority: Take the Approving Financial Transactions Course
2022-10-01
-
Beginning October 2022, the FIN-PROG-103 course will be required for all existing requisition, expense journal and labor distribution approvers, and will require a refresh every two years.
collections_bookmark
announcement
New Resources to Support Financial Approvers
2022-04-29
-
A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.
collections_bookmark
announcement
PTA Maintenance Enhancement Project
2022-04-25
-
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on...
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu
collections_bookmark
announcement
Annual Certification Required: Take the Financial Stewardship Expectations Course
2022-02-03
In 2022, Stanford Financial Management Services will launch a new course focused on financial stewardship expectations. This course will replace the Financial Confidentiality course, which serves as a pre-requisite to gaining access to many financial systems and tools.
collections_bookmark
announcement