Continuous Improvements to Fingate
2024-02-22
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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.
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-12-01
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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-10-16
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Updated OSA sweep deadline for FY24.
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Revenue Object Codes (46XXX)open_in_new
2023-08-10
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Updated listing of 46XXX revenue object codes (updated Aug. 2, 2023)
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-06-20
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Updated OSA sweep deadline for transactions posted through 8/31/23.
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Year-End Close: 2023 Reminders and Deadlines
2023-05-31
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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...
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Turning Feedback Into Action
2023-02-01
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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.
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Searchable OBI Financial Reporting Directoryopen_in_new
2023-01-24
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Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.
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FMS Client Satisfaction Survey
2021-09-22
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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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Best Practices for Processing Donor Gifts
2021-06-09
The Office of Development and Financial Management Services have collaborated to provide departments with some best practices in supporting excellence in gift fund management.
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