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
Stanford Transitioning from Certain to Cvent for Events Management
2023-10-25
-
Certain sunsetted on October 25, 2023 when the current contract expired. To replace Certain, Financial Management Services’ Office of the Treasurer (OOT) has partnered with University IT (UIT) to offer Cvent, an approved third-party robust events management platform at Stanford. Cvent is a new UIT...
collections_bookmark
announcement
Oracle to BlackLine Interface Scheduleopen_in_new
2023-10-09
-
Updated close and reconciliation dates for Blackline through 2024.
collections_bookmark
update
CardinalPayopen_in_new
2023-10-05
-
Release of CardinalPay back-end accounting automation.
collections_bookmark
update
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
Deposit Cash and Checksopen_in_new
2023-09-05
-
Clarified types of checks accepted for mobile app and branch deposit
collections_bookmark
update
Tax Compliance at Stanfordopen_in_new
2023-09-05
-
Added information on property tax exemption and tax-exempt bond financing.
collections_bookmark
update
Deposit Cash and Checksopen_in_new
2023-08-02
-
Updated requirement for mailing address when requesting new check endorsement stamp.
collections_bookmark
update
Merchant Services Transformation Project
2023-08-01
-
Merchant Services Transformation Project The Merchant Services (MS) Program manages, supports, and mitigates risk for payments collected digitally and via credit card at Stanford. MS is currently supported through a collaboration between three distinct university groups within Business Affairs...
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