Purpose and Use of Org Codesopen_in_new
Updated with text from "Organization Hierarchy/PTA Owning Attribute Best Practice" on the need to assign all PTAs to lowest org.
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Turning Feedback Into Action
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.Announcement -
Continuous Improvements to Fingate
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.Announcement -
Excellence in Financial Stewardship | Issue 4open_in_new
This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.Newsletter -
FMS Client Satisfaction Survey
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.Announcement -
OBI Dashboard: Revenue and Fund Management (RFM)open_in_new
Added Launch buttons for each RFM report
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Best Practices for Processing Donor Gifts
The Office of Development and Financial Management Services have collaborated to provide departments with some best practices in supporting excellence in gift fund management.Announcement -
Excellence in Financial Stewardship | Issue 2open_in_new
This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.Newsletter -
Users Praise Redesigned Fingate Website
Fingate's user-centered redesign improved the website's functionality and received positive feedbackAnnouncement -
Commitment Management System (CMS)open_in_new
The Commitment Management System (CMS) is a financial planning and forecasting tool for school and department staff.
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