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Updated the types and processes for Unidentified Receipts that occur for both the Office of the Treasurer and Payment Services

Added customized mobile deposit solution for depositing a check and capturing the PTA.

JPM mobile app was added as a new method to deposit a check and record accounting details.

This issue covers the various benefits that Stanford enjoys as a tax-exempt organization, risks and compliance requirements associated with these benefits, and the roles and responsibilities of employees and key members of the financial ecosystem.

Deposit methods changed. Interim lockbox for checks will be retired.

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.

Select departments across Stanford use the Wells Fargo mobile app to deposit paper checks using the Vantage (formerly Commercial Electronic Office CEO) service. Department depositors with a dedicated location code use the Wells Fargo app and tools, such as desktop scanners and the WF Vantage portal...

The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on... The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu

This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.