Organization Code Hierarchy Tool Project
2023-02-21
-
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.
collections_bookmark
announcement
Turning Feedback Into Action
2023-02-01
-
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.
collections_bookmark
announcement
Excellence in Financial Stewardship | Issue 6open_in_new
2022-11-01
-
This newsletter focuses on working with suppliers in the "new normal," and includes best practices when selecting, onboarding and managing the relationship.
collections_bookmark
newsletter
Managing and Monitoring PCards and TCards: Clarified Guidance and New Tools
2022-10-18
-
With business back and a busy fall upon the university, FMS refreshed resources to support managing and monitoring access to the PCard and TCard. While these cards are convenient purchasing methods for departments, it is vital to monitor their use to mitigate risk to the university and support good...
collections_bookmark
announcement
Change to PCard and TCard Delivery as of September 1
2022-09-12
-
In response to limited campus access during the COVID-19 pandemic, in early 2021 the Card Services team began redirecting all new, renewed, or reissued Purchasing Cards (PCards) and Travel Cards (TCards) to a secure central delivery site. Cardholders submitted a support request or updated the Credit...
collections_bookmark
announcement
Learn More About eReceipts with Live Events and Updated Resources
2022-07-15
-
The eReceipts app, developed by Stanford Financial Management Services (FMS) in partnership with University IT (UIT), lets users easily upload and share images of receipts from their mobile device. Developed in response to user feedback, the app helps users manage business and travel expense...
collections_bookmark
announcement
New OBI Report: Salary, Fringe, and Indirect Cost by Employee
2022-07-11
-
Developed in response to 2021 OBI Financial Reporting survey feedback, a new report is now available in the OBI PLM dashboard that provides better answers to payroll reporting questions. The new report shows salary, fringe benefits, and indirect costs attributable by employee for both actuals and...
collections_bookmark
announcement
Excellence in Financial Stewardship | Issue 5open_in_new
2022-06-28
-
This issue focuses on the role of financial approvers, features real stories of approvers who made significant impact, and offers a new toolkit of resources to support approvers.
collections_bookmark
newsletter
New Resources to Support Financial Approvers
2022-04-29
-
A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.
collections_bookmark
announcement
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...
collections_bookmark
announcement