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.
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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 -
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 -
Donor Giftsopen_in_new
Added new excise tax report information
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Other Financial Reportsopen_in_new
Publish new report Excise Tax.
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Proper Use of Fundsopen_in_new
Completely updated guidance and content.
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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 -
Excellence in Financial Stewardship | Issue 4open_in_new
This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.Newsletter -
Excellence in Financial Stewardship | Issue 3open_in_new
This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.Newsletter -
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
