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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.

Employee Gifts: Interim Policy Until further notice, there is an interim policy in place with regard to the taxable limit for personal gifts. The COVID-19 interim policy is permitted only when allowed by the unit policy and the current budget. Types of gifts and current policies: Service milestone...

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.

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...

The Office of Development and Financial Management Services have collaborated to provide departments with some best practices in supporting excellence in gift fund management.

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

Fingate's user-centered redesign improved the website's functionality and received positive feedback

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...

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.

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...