Year-End Close: 2024 Reminders and Deadlines
2024-07-22
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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; it includes five distinct closing stages of activities as shown below. This news page...
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Change Roadmap: Upcoming Projects and Enhancements
2024-06-06
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This page serves as a one-stop shop for departments and stakeholders across Stanford to stay up to date with projects and enhancements, as well as associated resources to support them.
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Excellence in Financial Stewardship | Issue 10open_in_new
2024-04-02
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This issue covers the shared and unique responsibilities in the business expense process, along with best practices and tools by role.
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OBI News: Spring 2024open_in_new
2024-03-07
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In this issue: New sections in CER Expenditure Balance Report, new drill in ERR Dashboard, and OBI performance improvements.
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Continuous Improvements to Fingate
2024-02-22
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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.
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Supporting financial excellence: Updated iJournals access model and required training
2024-01-25
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Members of the university community play a critical role in safeguarding Stanford’s resources. At Stanford, financial stewardship means ensuring that university resources are used appropriately, in support of the mission, and comply with policies, laws, and sponsor or donor intent. A key part of...
Effective Feb. 5, 2024, iJournals system access will require the completion of training and granting of authority privilege.
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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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OBI News: Fall 2023open_in_new
2023-10-19
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In this issue: The new RFM Projected Budget Variance Report, drop-in OBI ad hoc training, and more.
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OBI News: Summer 2023open_in_new
2023-06-28
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In this issue: Updated P2P Dashboard At a Glance Report, July 14 drop-in OBI Open Lab, July 31 aging transactions reminder, and more.
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Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.
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