Expenditure Transaction Approval Checklistopen_in_new
Completely updated checklist to support approvers.
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Financial Transaction Approvalopen_in_new
Completely updated guidance and content.
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New Resources to Support Financial Approvers
A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.Announcement -
Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
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OBI News: Winter 2022open_in_new
This issue includes: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.Newsletter -
Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Updated March 2022 OSA sweep deadline (extended to April 15).
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Authority to Create Financial Transactionsopen_in_new
Updated "SmartMart" to "SmartMart Catalog Suppliers"
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Excellence in Financial Stewardship | Issue 4open_in_new
This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.Newsletter -
Annual Certification Required: Take the Financial Stewardship Expectations Course
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.Announcement -
Alcohol Purchase Authorization Formopen_in_new
Updated Alcohol Purchase Authorization Form
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