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  • PTA Maintenance Enhancement Project

    2022-04-25
    The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on... The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu
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  • SmartMart Contracts - A New Way to Manage Procurement Contracts

    2022-03-15
    The Contracts Process will now begin in SmartMart Contracts, rather than iProcurement Non-Catalog, for all procurement transactions that require Stanford signature (including zero dollar agreements).
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  • Improvements to PCard and TCard Application and Maintenance Launched February 14

    2022-02-14
    On February 14, Financial Management Services improved how Purchasing Cards (PCards) and Travel Cards (TCards) are requested and managed. These changes make the application process more efficient and user-friendly. The changes also provide more guidance on managing spending limits, which strengthens...
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  • PCard: Purpose and Recently Clarified Guidance

    2022-02-03
    The Purchasing Card (PCard) is a university-issued, university-liability credit card created to offer an expedient way of purchasing items that are needed right away or, like food or other small dollar occasional business purchases, are not available through Amazon Business or SmartMart Catalog...
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  • FMS Client Satisfaction Survey

    2021-09-22
    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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  • New Resources and Process to Manage Aging Transactions

    2021-07-09
    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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  • SmartMart: A Better Shopping Experience

    2021-04-05
    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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  • 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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  • New Inquiry Tool: Pending Transactions

    2020-10-12
    Based on feedback from our campus users and the number of support requests submitted to the Financial Support Center, FMS is introducing a new Oracle Financials Inquiry Tool to improve system efficiency and awareness of transactions requiring pending action by yourself or others. The new Pending...
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