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PTA Manager Enhancement: Capital Projects Closeout and Cancellation

2023-09-20

Announcing the new PTAC Closeout functionality to PTA Manager.

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...

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

2023-09-20

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
Upload an Invoice

2023-09-19

More informaiton regarding Wire Payment has been added

Update
Find Force Cleared Advance Transactions

2023-09-16

New How To Find Force Cleared Advance Transactions

Update
Find Force Cleared PCard and Travel Card Transactions

2023-09-16

New How To Find Force Cleared PCard and Travel Card Transactions

Update
Find Suspended Credit Cards

2023-09-16

New How To: Find Suspended Credit Cards

Update
Clearing of Aging Transactions

2023-09-15

Added note about FY2024 card suspension process change

Update
Stanford Travel Card (TCard)

2023-09-15

In Personal Charges, clarified that a separate, wholly personal charge on a TCard is not allowed.

Update
Stanford Purchasing Card (PCard)

2023-09-14

Clarified that gifts, awards, and food that do not support employee morale or milestones are nonpermissible.

Update
Advances

2023-09-13

Updated "Human Subject Advance" to add Advance maximum info

Update

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PTA Manager Enhancement: Capital Projects Closeout and Cancellation

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

Upload an Invoice

Find Force Cleared Advance Transactions

Find Force Cleared PCard and Travel Card Transactions

Find Suspended Credit Cards

Clearing of Aging Transactions

Stanford Travel Card (TCard)

Stanford Purchasing Card (PCard)

Advances