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Continuous Improvements to Fingate

2022-10-20

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
Purpose and Use of Org Codes

2022-07-08

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

Update
Turning Feedback Into Action

2022-03-31

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
Excellence in Financial Stewardship | Issue 4

2022-02-10

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

Newsletter
Balance Sheet Account Balance Reconciliation and Attestation Schedule

2021-11-15

2022 schedule of dates updated

Update
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.

Announcement
OBI Dashboard: Revenue and Fund Management (RFM)

2021-09-10

Added Launch buttons for each RFM report

Update
Balance Sheet Account Balance Reconciliation and Attestation Schedule

2021-07-23

Fiscal Year End Close dates on the Reconciliation Attestation Schedule

Update
Users Praise Redesigned Fingate Website

2021-04-22

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

Announcement
Excellence in Financial Stewardship | Issue 1

2021-02-24

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

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Continuous Improvements to Fingate

Purpose and Use of Org Codes

Turning Feedback Into Action

Excellence in Financial Stewardship | Issue 4

Balance Sheet Account Balance Reconciliation and Attestation Schedule

FMS Client Satisfaction Survey

OBI Dashboard: Revenue and Fund Management (RFM)

Balance Sheet Account Balance Reconciliation and Attestation Schedule

Users Praise Redesigned Fingate Website

Excellence in Financial Stewardship | Issue 1