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Added "agendas and schedules" to requirements section of Receipts and Documentation section.

Updated/clarified guidance on travel registry requirement, split/externally sponsored travel, and per diem; moved Tips section

Updated Booking Travel to state that the Travel Registry is required, booking through Stanford Travel is not required.

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... Announcing the new PTAC Closeout functionality to PTA Manager.

Topics include: Save the Date: October Stanford Travel Forum, Four Options to Meet Your Travel Needs, Win Airline Tickets, UA Club Passes, and More, Stanford Travel Packet Resource Updated, New Phone Number for Egencia Agent Support, In Case You Missed It resources, and other resources.

In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that... Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.

Clarification were made on how to manage flight cancelations and exchanges and conference hotels. Key Travel was added.

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.

Reorganized Exemptions section into a table