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Clarified fund transfers (from one PTA to another) and expense transfers (from wrong PTA to correct one).

Clarified language: travel paid for by redeeming loyalty points/miles or promotional certificates/credits is non-permissible.

Continuous improvements to the Accounts Payable (AP) invoice holds workflow functionality and system notifications in response to feedback from the fall 2021 FMS Client Satisfaction Survey.

Topics include: Key Travel Supports Complex and International Travel, United Corporate Direct Launches New Features for Stanford Travelers, New Hotel Properties Added to Stanford Travel Hotel Program, Egencia’s new Guest Registration Template Feature is Now Available to All Campus Users, Updated...

This issue covers the shared and unique responsibilities in the business expense process, along with best practices and tools by role.

In the year since the Key Travel booking channel launched last March, they have supported numerous university programs and group travel for faculty, staff, and students across campus. Key Travel has supported travel for ten programs and nine groups across several university departments. Additionally...

In this issue: New sections in CER Expenditure Balance Report, new drill in ERR Dashboard, and OBI performance improvements.

In August 2023, Egencia launched a new Guest Registration Template feature to enhance the guest booking process, replacing the legacy "Guest of" profile. All active Egencia guest travel arrangers were notified via email of this change at that time, receiving instructions to ensure a smooth...

The Office of the Treasurer (OOT) within Financial Management Services (FMS) is responsible for ensuring that funds for Stanford that are received through the banking system post accurately and as timely as possible to the General Ledger. To assist departments with efficient deposit practices, OOT...

FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.