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.
This issue introduces many new resources, including the PO and Related AP Invoices Report, PCard Efficacy Dashboard, combined CER and RFM ad hoc area, and more.
The PTA Manager Enhancement Project will add functionality in PTA Manager to close non-sponsored PTA segments, giving users a more convenient and streamlined user experience.
PTA Manager is a system within Oracle Financials used by Stanford University schools and departments to request, approve, and track non-sponsored and miscellaneous accounts (PTAs) and PTA segments (projects, tasks, or awards). Stanford Financial Management Services (FMS) partnered with University IT...
This newsletter focuses on working with suppliers in the "new normal," and includes best practices when selecting, onboarding and managing the relationship.
FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.
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.
In this issue: New reporting tools to manage aging and force cleared transactions, updated SU Credit Card Custodian report, Oct. 12 webinar: Salary, Fringe, and Indirect Cost by Employee report, and more.
This issue focuses on the role of financial approvers, features real stories of approvers who made significant impact, and offers a new toolkit of resources to support approvers.
In this issue: Illuminating solutions with the Expense Request Efficacy Dashboard, an OBI Open Lab success story, OBI Financial Survey results, and more.