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This issue covers the importance of fiscal year-end close activities and how the information is used, as well as best practices for fund transfers.

July 2024: New expenditure type and change to existing expenditure type.

Clarified fund transfers (from one PTA to another) and expense transfers (from wrong PTA to correct one).

This issue covers the shared and unique responsibilities in the business expense process, along with best practices and tools by role.

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.

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.

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.

Financial Management Services (FMS) and University IT (UIT) have partnered to create a new self-service inquiry tool in Oracle Financials that allows users to look up an organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the suspense... On July 1, Stanford employees will have access to a new self-service inquiry tool that allows all Oracle Financials users to look up their organization’s suspense account PTAs and allows budget officers to request updates to them.

This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.

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.