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  • Change Roadmap: Upcoming Projects and Enhancements

    2024-02-23
    This page serves as a one-stop shop for departments and stakeholders across Stanford to stay up to date with projects and enhancements, as well as associated resources to support them.
    collections_bookmark    announcement
  • Continuous Improvements to Fingate

    2024-02-22
    FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.
    collections_bookmark    announcement
  • Tax Reminders and Resources

    2023-12-07
    New Year Tax Reminders and Resources Whether it’s where to find tax documents or how to look up or change withholding allowances, below are commonly-used resources to help you navigate tax season. Get help with questions about tax dates and documents.
    collections_bookmark    announcement
  • Excellence in Financial Stewardship | Issue 9open_in_new

    2023-11-16
    This newsletter focuses on general tax compliance considerations and provides a framework for paying individuals, and then dives deeper into several unique higher education activities that we manage.
    collections_bookmark    newsletter
  • Updated resources to support honoraria and human subject payments

    2023-10-10
    There has been a significant increase in the number of honoraria payments and payments to human subjects, including related travel reimbursements, since university operations fully resumed following the COVID-19 pandemic. For instance, from calendar year 2019 to 2022, the number of honoraria...
    collections_bookmark    announcement
  • 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
  • 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
  • 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