Donor Giftsopen_in_new
2023-06-29
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Enhanced the Adding New Gifts to Existing Awards section and best practices for handling gifts.
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Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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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.
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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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Managing Aging and Outstanding Expense Transactionsopen_in_new
2023-05-01
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Added note: Starting in May 2023, the JP Morgan (JPM) mobile app replaces the Wells Fargo mobile app for depositors.
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Stanford Travel Card (TCard) Programopen_in_new
2023-04-20
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In Roles and Responsibilities: Clarified whether/how to save or share a TCard number, and use of TCard on visitor profiles
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Guidelines for Writing a Clear Business Purposeopen_in_new
2023-04-11
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In the "General Guidelines" section, updated the "(for example...)" text for clarity.
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Create Expense Report for Non-SU Payees (Visitor Reimbursement)open_in_new
2023-04-06
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New Expense Types, Ground Transportation and Parking Fees added to How To Create Expense Report for Non-SU Payees (Visitor)rs.
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Create Expense Report for SU Payeesopen_in_new
2023-03-29
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New Expense Types, "Ground Transportation" and "Parking Fees" added to How To Create Expense Report for SU Payees.
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Stanford Travel Card (TCard) Programopen_in_new
2023-03-28
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In "Eligibility and Online Application" clarified card activation instructions.
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Excellence in Financial Stewardship | Issue 7open_in_new
2023-03-23
This issue covers the various benefits that Stanford enjoys as a tax-exempt organization, risks and compliance requirements associated with these benefits, and the roles and responsibilities of employees and key members of the financial ecosystem.
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