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  • PTA Manager Enhancement: Capital Projects Closeout and Cancellation

    2023-09-20
    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.
    collections_bookmark    announcement
  • Streamlined Delivery and Pick Up Options for Will Call Payments

    2023-07-31
    Effective July 31, 2023, a streamlined process and tools will make it easier to receive Will Call check payments for purchase order invoices and Expense Requests transactions. About the new process After a Will Call payment is requested for an Expense Requests transaction or a purchase order invoice...
    collections_bookmark    announcement
  • PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads

    2023-07-28
    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.
    collections_bookmark    announcement
  • July Enhancements to the PCard Module

    2023-07-14
    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...
    collections_bookmark    announcement
  • Excellence in Financial Stewardship | Issue 8open_in_new

    2023-06-22
    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.
    collections_bookmark    newsletter
  • How the Stanford Travel Team Supports Travelers

    2023-02-02
    With many travel activities resuming in full force in 2023, the Stanford Travel team is looking forward to a new year full of possibilities! A small, but mighty crew with over 75 years of combined travel industry experience, this team focuses on providing high-quality support for Stanford travelers...
    collections_bookmark    announcement
  • Turning Feedback Into Action

    2023-02-01
    FMS uses the Client Satisfaction Survey to gather feedback from faculty and staff that fuels action plans for continuous improvements. This article covers the latest on those projects.
    collections_bookmark    announcement
  • Managing and Monitoring PCards and TCards: Clarified Guidance and New Tools

    2022-10-18
    With business back and a busy fall upon the university, FMS refreshed resources to support managing and monitoring access to the PCard and TCard. While these cards are convenient purchasing methods for departments, it is vital to monitor their use to mitigate risk to the university and support good...
    collections_bookmark    announcement
  • Change to PCard and TCard Delivery as of September 1

    2022-09-12
    In response to limited campus access during the COVID-19 pandemic, in early 2021 the Card Services team began redirecting all new, renewed, or reissued Purchasing Cards (PCards) and Travel Cards (TCards) to a secure central delivery site. Cardholders submitted a support request or updated the Credit...
    collections_bookmark    announcement
  • New Resources to Support Financial Approvers

    2022-04-29
    A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.
    collections_bookmark    announcement