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Excellence in Financial Stewardship | Issue 7

2023-03-23

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.

Newsletter
Expense Requests System Help

2023-03-23

The default option of "N/A" is listed under "Guidelines for Entering Expense Report Beneficiaries"

Update
WalkMe: A New Interactive Learning Solution to Benefit Financial System Users

2023-03-22

In response to a recent Financial Management Services (FMS) Learner Needs Analysis and iProcurement usability feedback from our 2021 Client Satisfaction Survey, FMS recognizes the need for “just in time” training for our user community. To that end, the FMS Financial Learning Solutions team is...

Announcement
Book Guest Travel Using Key Travel

2023-03-21

New How To Book Guest Travel Using Key Travel available

Update
Business Expense Updates and Hot Topics

2023-03-21

The university pays directly or reimburses individuals for expenses that are necessary and appropriate to conduct university business. Expenditures must be consistent with the university’s purchasing policies and guidelines as well as the guiding principles and IRS regulations with regard to...

Announcement
Change to iProcurement Access: New Course Supports Preferred Purchasing at Stanford

2023-03-21

FMS released updated resources to support purchasers in early 2022.

The purchase of goods and services plays a big part in helping to achieve the university’s mission. Faculty and staff who make purchases have a key role in stewarding the university’s resources. Stanford Financial Management Services (FMS) recently launched FIN-0420: Preferred Purchasing Methods to...

Announcement
New Travel Booking Channel, Key Travel, to Replace FCM

2023-03-21

The Stanford Travel team is excited to announce a new booking channel, Key Travel, that launched on Monday, March 20. Key Travel is the world’s largest travel management company specializing in the humanitarian and academic sectors. In addition to Stanford-negotiated rates, Key Travel offers...

Announcement
Assign a Profile Manager in Key Travel

2023-03-20

New How To Assign a Profile Manager in Key Travel available

Update
Book Multi-Person Travel Using Key Travel

2023-03-20

New How To Book Multi-Person Travel Using Key Travel available

Update
Business and Travel Expense Policies

2023-03-20

New section on Tips and Gratuities added (for meals and ground transportation)

Update

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Excellence in Financial Stewardship | Issue 7

Expense Requests System Help

WalkMe: A New Interactive Learning Solution to Benefit Financial System Users

Book Guest Travel Using Key Travel

Business Expense Updates and Hot Topics

Change to iProcurement Access: New Course Supports Preferred Purchasing at Stanford

New Travel Booking Channel, Key Travel, to Replace FCM

Assign a Profile Manager in Key Travel

Book Multi-Person Travel Using Key Travel

Business and Travel Expense Policies