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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.

Updated OSA sweep deadline for transactions posted through 8/31/23.

Financial Management Services (FMS) and University IT (UIT) have partnered to create a new self-service inquiry tool in Oracle Financials that allows users to look up an organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the suspense... On July 1, Stanford employees will have access to a new self-service inquiry tool that allows all Oracle Financials users to look up their organization’s suspense account PTAs and allows budget officers to request updates to them.

This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.

Updated three sections: faculty pay spreads, off-quarter pay, and payments for benefits.

New Expense Types, "Ground Transportation" and "Parking Fees" added to How To Create Expense Report for SU Payees.

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.

New Year Tax Reminders and Resources Whether it’s where to find tax documents or how to look up or change withholding allowances, below are commonly-used resources to help you navigate tax season. Get help with questions about tax dates and documents.