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
How the Stanford Travel Team Supports Travelers
2023-02-02
-
With many travel activities resuming in full force in 2023, the Stanford Travel team is looking forward to a new year full of possibilities! A small, but mighty crew with over 75 years of combined travel industry experience, this team focuses on providing high-quality support for Stanford travelers...
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
Managing and Monitoring PCards and TCards: Clarified Guidance and New Tools
2022-10-18
-
With business back and a busy fall upon the university, FMS refreshed resources to support managing and monitoring access to the PCard and TCard. While these cards are convenient purchasing methods for departments, it is vital to monitor their use to mitigate risk to the university and support good...
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
Change to PCard and TCard Delivery as of September 1
2022-09-12
-
In response to limited campus access during the COVID-19 pandemic, in early 2021 the Card Services team began redirecting all new, renewed, or reissued Purchasing Cards (PCards) and Travel Cards (TCards) to a secure central delivery site. Cardholders submitted a support request or updated the Credit...
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
Improvements to PCard and TCard Application and Maintenance Launched February 14
2022-02-14
-
On February 14, Financial Management Services improved how Purchasing Cards (PCards) and Travel Cards (TCards) are requested and managed. These changes make the application process more efficient and user-friendly. The changes also provide more guidance on managing spending limits, which strengthens...
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
FMS Client Satisfaction Survey
2021-09-22
The Client Satisfaction Survey is an ongoing conversation with the Stanford community to learn about their experiences with the financial tools, systems and services that FMS provides and uses that feedback to inform strategic initiatives and continuous improvements.
collections_bookmark
announcement