Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-12-01
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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-10-16
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Updated OSA sweep deadline for FY24.
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PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
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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.
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announcement
Find Force Cleared Advance Transactionsopen_in_new
2023-09-16
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New How To Find Force Cleared Advance Transactions
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Find Force Cleared PCard and Travel Card Transactionsopen_in_new
2023-09-16
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New How To Find Force Cleared PCard and Travel Card Transactions
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update
Find Suspended Credit Cardsopen_in_new
2023-09-16
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New How To: Find Suspended Credit Cards
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Clearing of Aging Transactionsopen_in_new
2023-09-15
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Added note about FY2024 card suspension process change
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Month-End Close Deadlinesopen_in_new
2023-09-13
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Updated month-end close deadlines for FY24.
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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
Clearing of Aging Transactionsopen_in_new
2023-07-10
Added FY 2024 Aging Transactions Clearing Deadlines
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