Managing and Monitoring PCards and TCards: Clarified Guidance and New Tools
2022-10-18
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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...
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Maintain Approval Authority: Take the Approving Financial Transactions Course
2022-10-01
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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.
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Change to PCard and TCard Delivery as of September 1
2022-09-12
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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...
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Learn More About eReceipts with Live Events and Updated Resources
2022-07-15
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The eReceipts app, developed by Stanford Financial Management Services (FMS) in partnership with University IT (UIT), lets users easily upload and share images of receipts from their mobile device. Developed in response to user feedback, the app helps users manage business and travel expense...
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New Resources to Support Financial Approvers
2022-04-29
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A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.
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SmartMart Contracts - A New Way to Manage Procurement Contracts
2022-03-15
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The Contracts Process will now begin in SmartMart Contracts, rather than iProcurement Non-Catalog, for all procurement transactions that require Stanford signature (including zero dollar agreements).
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Improvements to PCard and TCard Application and Maintenance Launched February 14
2022-02-14
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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...
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Annual Certification Required: Take the Financial Stewardship Expectations Course
2022-02-03
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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.
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PCard: Purpose and Recently Clarified Guidance
2022-02-03
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The Purchasing Card (PCard) is a university-issued, university-liability credit card created to offer an expedient way of purchasing items that are needed right away or, like food or other small dollar occasional business purchases, are not available through Amazon Business or SmartMart Catalog...
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New Inquiry Tool: Pending Transactions
2020-10-12
Based on feedback from our campus users and the number of support requests submitted to the Financial Support Center, FMS is introducing a new Oracle Financials Inquiry Tool to improve system efficiency and awareness of transactions requiring pending action by yourself or others. The new Pending...
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