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Clarification on the transfer of funds as well as management of bank accounts

Updated with text from "Organization Hierarchy/PTA Owning Attribute Best Practice" on the need to assign all PTAs to lowest org.

Select departments across Stanford use the Wells Fargo mobile app to deposit paper checks using the Vantage (formerly Commercial Electronic Office CEO) service. Department depositors with a dedicated location code use the Wells Fargo app and tools, such as desktop scanners and the WF Vantage portal...

Credit card fraud prevention options expanded

This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.

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.

As announced, the Office of the Treasurer (OOT) initiative to redirect internal questions and requests from its legacy shared email boxes to Stanford Services and Support portal (powered by ServiceNow) is complete. After August 31, 2021 these email boxes will be sunsetted. (Updated 7/22/21) Why this... Improving Cash Management Services

Fingate's user-centered redesign improved the website's functionality and received positive feedback

This debut issue of a new quarterly newsletter provides the financial community with resources and practices to support them in their role and toward the university's broader pursuit of excellence in financial stewardship.