Maintain Approval Authority: Take the Approving Financial Transactions Course
2022-10-01
-
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.
collections_bookmark
announcement
New OBI Report: Salary, Fringe, and Indirect Cost by Employee
2022-07-11
-
Developed in response to 2021 OBI Financial Reporting survey feedback, a new report is now available in the OBI PLM dashboard that provides better answers to payroll reporting questions. The new report shows salary, fringe benefits, and indirect costs attributable by employee for both actuals and...
collections_bookmark
announcement
Wells Fargo Mobile Deposit Application
2022-05-03
-
Select departments across Stanford use the Wells Fargo mobile app to deposit paper checks using the Vantage (formerly Commercial Electronic Office CEO) service. Department depositors with a dedicated location code use the Wells Fargo app and tools, such as desktop scanners and the WF Vantage portal...
collections_bookmark
announcement
PTA Maintenance Enhancement Project
2022-04-25
-
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on...
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu
collections_bookmark
announcement
Annual Certification Required: Take the Financial Stewardship Expectations Course
2022-02-03
-
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.
collections_bookmark
announcement
FMS Client Satisfaction Survey
2021-09-22
-
The Client Satisfaction Survey is an ongoing conversation with the Stanford community to learn about their experiences with the financial tools, systems and services that FMS provides and uses that feedback to inform strategic initiatives and continuous improvements.
collections_bookmark
announcement
Best Practices for Processing Donor Gifts
2021-06-09
The Office of Development and Financial Management Services have collaborated to provide departments with some best practices in supporting excellence in gift fund management.
collections_bookmark
announcement