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  • November 2023 Upgrades to Oracle Financials and OBI system

    2023-11-07
    Oracle Financials and Oracle Business Intelligence (OBI) system upgrades complete The planned system upgrades to OBI and Oracle Financials are complete. To help users' experience within the upgraded environments, we advise: - For OBI: Log into https://bi.stanford.edu and update existing browser...
    collections_bookmark    announcement
  • OBI News: Fall 2023open_in_new

    2023-10-19
    In this issue: The new RFM Projected Budget Variance Report, drop-in OBI ad hoc training, and more.
    collections_bookmark    newsletter
  • OBI News: Summer 2023open_in_new

    2023-06-28
    In this issue: Updated P2P Dashboard At a Glance Report, July 14 drop-in OBI Open Lab, July 31 aging transactions reminder, and more.
    collections_bookmark    newsletter
  • Excellence in Financial Stewardship | Issue 8open_in_new

    2023-06-22
    This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.
    collections_bookmark    newsletter
  • Year-End Close: 2023 Reminders and Deadlines

    2023-05-31
    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...
    collections_bookmark    announcement
  • 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
  • OBI News: Winter 2022-23open_in_new

    2023-01-31
    This issue introduces many new resources, including the PO and Related AP Invoices Report, PCard Efficacy Dashboard, combined CER and RFM ad hoc area, and more.
    collections_bookmark    newsletter
  • OBI News: Fall 2021open_in_new

    2021-10-19
    Topics Include: New Expenditure Details report view, new ad hoc user forum, managing your aging and force cleared transactions and more
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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.
    collections_bookmark    announcement