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  • PTA Manager Enhancement: Closing Non-Sponsored PTAs

    The PTA Manager Enhancement Project will add functionality in PTA Manager to close non-sponsored PTA segments, giving users a more convenient and streamlined user experience.

    PTA Manager is a system within Oracle Financials used by Stanford University schools and departments to request, approve, and track non-sponsored and miscellaneous accounts (PTAs) and PTA segments (projects, tasks, or awards). Stanford Financial Management Services (FMS) partnered with University IT...
    Announcement

  • Cash and Check Deposit Enhancements

    This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.

    Financial Management Services (FMS) is supporting current improvements to how cash and checks are deposited while developing other enhancements to these processes and systems for future roll out across the university. These changes primarily affected CASHNet processes used by the campus community...
    Announcement

  • Continuous Improvements to Fingate

    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.
    Announcement

  • Mobile Deposit Application Redesigned

    Wells Fargo updated their Commercial Electronic Office (CEO) Mobile Deposit platform for mobile check deposits in March 2022 with a new look and feel. Departments across Stanford use the Wells Fargo app to deposit paper checks using the CEO service. Employees can use the camera on their iPhone and...
    Announcement

  • PTA Maintenance Enhancement Project

    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

    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...
    Announcement

  • Turning Feedback Into Action

    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.
    Announcement

  • FMS Client Satisfaction Survey

    The Client Satisfaction Survey is an ongoing conversation with the Stanford community to learn about their experiences with the financial tools, systems and services that FMS provides and uses that feedback to inform strategic initiatives and continuous improvements.
    Announcement