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  • PTA Manager Enhancement: Capital Projects Closeout and Cancellation

    Announcing the new PTAC Closeout functionality to PTA Manager.

    Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables...
    Announcement
  • Change Roadmap: Upcoming Projects and Enhancements

    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.
    Announcement
  • Continuous Improvements to Fingate

    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.
    Announcement
  • Donor Giftsopen_in_new

    Enhanced the Adding New Gifts to Existing Awards section and best practices for handling gifts.

    Update
  • OBI News: Summer 2023open_in_new

    In this issue: Updated P2P Dashboard At a Glance Report, July 14 drop-in OBI Open Lab, July 31 aging transactions reminder, and more.
    Newsletter
  • Excellence in Financial Stewardship | Issue 8open_in_new

    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.
    Newsletter