Clearing of Aging Transactionsopen_in_new
2023-09-15
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Added note about FY2024 card suspension process change
collections_bookmark
update
Stanford Purchasing Card (PCard)open_in_new
2023-09-14
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Clarified that gifts, awards, and food that do not support employee morale or milestones are nonpermissible.
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update
Expenditure Type and Object Code Updatesopen_in_new
2023-09-08
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Updated: Changes to Existing Expenditure Types and Object Codes for September 2023.
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update
Revenue Object Codes (46XXX)open_in_new
2023-08-10
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Updated listing of 46XXX revenue object codes (updated Aug. 2, 2023)
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update
Purchase Servicesopen_in_new
2023-08-08
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Updated Professional Services section to include legal related services (e.g., notary, fingerprinting, document scanning)
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update
Streamlined Delivery and Pick Up Options for Will Call Payments
2023-07-31
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Effective July 31, 2023, a streamlined process and tools will make it easier to receive Will Call check payments for purchase order invoices and Expense Requests transactions. About the new process After a Will Call payment is requested for an Expense Requests transaction or a purchase order invoice...
collections_bookmark
announcement
Contractsopen_in_new
2023-07-28
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Updated the SOW contract type in the Contract Types section
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update
Expenditure Type and Object Code Updatesopen_in_new
2023-07-28
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Updated: "New Object Codes" and "Changes to Existing Expenditure Types/Object Codes" sections.
collections_bookmark
update
PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
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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
Set Up iProcurement Preferences for Deliver-To Location, Allocations and Approversopen_in_new
2023-07-28
Updated due to removal of Shopping options in Preferences
collections_bookmark
update