PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
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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.
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announcement
Request Rush and Will Call Paymentsopen_in_new
2023-07-28
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The How to is updated with new options for Will Call.
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July Enhancements to the PCard Module
2023-07-14
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In an ongoing effort to improve and streamline the Stanford Purchasing Card (PCard) experience, several enhancements to the Purchasing Card module within Oracle Financials will launch on July 17. Additionally, to continually improve and support purchasing practices and policies that are compliant...
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announcement
Clearing of Aging Transactionsopen_in_new
2023-07-10
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Added FY 2024 Aging Transactions Clearing Deadlines
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update
Managing Expenses Related to Travel Cancellationsopen_in_new
2023-07-07
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Clarification were made on how to manage flight cancelations and exchanges and conference hotels. Key Travel was added.
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Year-End Close: 2023 Reminders and Deadlines
2023-05-31
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It's that time of year again! The year-end close (YEC) process of recording and reporting expenses from September through August gives a snapshot of the university's transactional activity each fiscal year. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
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announcement
Stanford Travel Card (TCard) Programopen_in_new
2023-04-20
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In Roles and Responsibilities: Clarified whether/how to save or share a TCard number, and use of TCard on visitor profiles
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update
Guidelines for Writing a Clear Business Purposeopen_in_new
2023-04-11
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In the "General Guidelines" section, updated the "(for example...)" text for clarity.
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update
Create Expense Report for Non-SU Payees (Visitor Reimbursement)open_in_new
2023-04-06
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New Expense Types, Ground Transportation and Parking Fees added to How To Create Expense Report for Non-SU Payees (Visitor)rs.
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Create Expense Report for SU Payeesopen_in_new
2023-03-29
New Expense Types, "Ground Transportation" and "Parking Fees" added to How To Create Expense Report for SU Payees.
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update