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In response to limited campus access during the COVID-19 pandemic, in early 2021 the Card Services team began redirecting all new, renewed, or reissued Purchasing Cards (PCards) and Travel Cards (TCards) to a secure central delivery site. Cardholders submitted a support request or updated the Credit...

The eReceipts app, developed by Stanford Financial Management Services (FMS) in partnership with University IT (UIT), lets users easily upload and share images of receipts from their mobile device. Developed in response to user feedback, the app helps users manage business and travel expense...

This issue focuses on the role of financial approvers, features real stories of approvers who made significant impact, and offers a new toolkit of resources to support approvers.

A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.

On February 14, Financial Management Services improved how Purchasing Cards (PCards) and Travel Cards (TCards) are requested and managed. These changes make the application process more efficient and user-friendly. The changes also provide more guidance on managing spending limits, which strengthens...

This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.

The Purchasing Card (PCard) is a university-issued, university-liability credit card created to offer an expedient way of purchasing items that are needed right away or, like food or other small dollar occasional business purchases, are not available through Amazon Business or SmartMart Catalog...

This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.

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.

This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.