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Added information in the How To Change PTA, Add Funds, Change Expenditure Type details.

Updated non-permissible eCommerce purchases, to clarify third party sellers and provide guidance on Stanford-vetted options.

Stanford University’s financial account structure identifies each organization by a four-character alphabetical organization (org) code. The Organization Code Hierarchy Tool enables effective governance of this structure by defining parent-child organizational relationships and group information... Stanford UBO and FMS are building a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs, launching July 1, 2023.

Updated guidance for purchasing common types of services.

Updated guidance on event venue costs, or deposits for event venues, of $4,999 or less.

Updated the Business Associate Addendum (BAA)

FMS uses the Client Satisfaction Survey to gather feedback from faculty and staff that fuels action plans for continuous improvements. This article covers the latest on those projects.

In "Permissible Expenses", updated guidance on periodic dues and memberships

Based on feedback received from the 2021 Client Satisfaction Survey, FMS is making a number of improvements to the systems, resources and guidance related to supplier setup. Technology Enhancement: Increased Visibility to Setup Process A top theme in the survey was a desire for increased... Enhancements to Support the Supplier Setup Process

Added new Resource: Supplier or Visitor Payee Request Statuses Fingate page