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  • Suspense Account Query Tool Project

    On July 1, Stanford employees will have access to a new self-service inquiry tool that allows all Oracle Financials users to look up their organization’s suspense account PTAs and allows budget officers to request updates to them.

    Financial Management Services (FMS) and University IT (UIT) have partnered to create a new self-service inquiry tool in Oracle Financials that allows users to determine their organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the...
    Announcement

  • Change Roadmap: Upcoming Projects and Enhancements

    This page serves as a one-stop shop for departments and stakeholders across Stanford to stay up to date with projects and enhancements, as well as associated resources to support them.
    Announcement

  • Updated Single/Sole Source Justification (SSJ) Form

    As part of ongoing efforts to support a competitive supplier selection process, Stanford Financial Management Services (FMS) has updated the Single/Sole Source Justification (SSJ) form. University policy requires that the purchase of products or services be by competition between suppliers to the...
    Announcement

  • Year-End Close (YEC)

    It's that time of year again! The year-end close (YEC) process of recording and reporting expenses from September through August gives a snapshot of the university's transactional activity each fiscal year. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
    Announcement

  • Change to iProcurement Access: New Course Supports Preferred Purchasing at Stanford

    FMS released updated resources to support purchasers in early 2022.

    The purchase of goods and services plays a big part in helping to achieve the university’s mission. Faculty and staff who make purchases have a key role in stewarding the university’s resources. Stanford Financial Management Services (FMS) recently launched FIN-0420: Preferred Purchasing Methods to...
    Announcement

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

    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