Excellence in Financial Stewardship | Issue 3open_in_new
2021-10-27
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This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.
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FMS Client Satisfaction Survey
2021-09-22
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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.
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Stanford Travel Newsletter: Summer 2021open_in_new
2021-08-04
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Summer 2021 topics include: Travel Policy exclusions and guidance, new Digital Payments visitor travel reimbursements, Egencia savings finger feature, car rental policy update, ERS enhancements to airline fields, StudentUniverse profile creation
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New Resources and Process to Manage Aging Transactions
2021-07-09
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Financial Management Services (FMS) continually monitors the financial ecosystem for opportunities to reduce risk and support excellence in financial stewardship. As part of this effort, FMS conducted an assessment in May 2020 of Purchasing Card (PCard), Travel Card (TCard) and Advance transactions...
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Excellence in Financial Stewardship | Issue 2open_in_new
2021-06-09
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This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.
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Users Praise Redesigned Fingate Website
2021-04-22
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Fingate's user-centered redesign improved the website's functionality and received positive feedback
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SmartMart: A Better Shopping Experience
2021-04-05
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SmartMart, a purchasing method within iProcurement, will launch a new user interface (UI) in mid-April 2021. The new UI will result in a better shopping experience with enhanced SmartMart pages, expanded search results, and streamlined shopping cart and checkout process. Below are the highlighted...
New SmartMart User Interface (UI) in mid-April 2021
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Excellence in Financial Stewardship | Issue 1open_in_new
2021-02-24
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This debut issue of a new quarterly newsletter provides the financial community with resources and practices to support them in their role and toward the university's broader pursuit of excellence in financial stewardship.
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Stanford Travel Newsletter: Winter 2021open_in_new
2021-02-03
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Topics include: Travel Booking Policy Documented in the Administrative Guide, StudentUniverse Added as an Approved Booking Channel, Mileage and Lodging Rates Updated for 2021, Travel Card Changes to Accommodate COVID Impact, ERS Updates Support Travel Compliance and Monitoring, Virtual Business...
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Enhancement to Credit Card Profiles Tool
2021-01-24
As of January 25, 2021, the Credit Card Profiles Change Request Tool has been updated to allow more approval options when a requester updates the Card Details section. This change, based on user feedback to the Financial Services Center, reduces error messages when filling out the tool. When a...
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