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 -
Balance Sheet Account Balance Reconciliation and Attestation Scheduleopen_in_new
2022 schedule of dates updated
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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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Balance Sheet Account Balance Reconciliation and Attestation Scheduleopen_in_new
Fiscal Year End Close dates on the Reconciliation Attestation Schedule
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Users Praise Redesigned Fingate Website
Fingate's user-centered redesign improved the website's functionality and received positive feedbackAnnouncement -
Excellence in Financial Stewardship | Issue 1open_in_new
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.Newsletter
