Continuous Improvements to Fingate
2024-02-22
-
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.
collections_bookmark
announcement
Tax Reminders and Resources
2023-12-07
-
New Year Tax Reminders and Resources Whether it’s where to find tax documents or how to look up or change withholding allowances, below are commonly-used resources to help you navigate tax season.
Get help with questions about tax dates and documents.
collections_bookmark
announcement
Updated resources to support honoraria and human subject payments
2023-10-10
-
There has been a significant increase in the number of honoraria payments and payments to human subjects, including related travel reimbursements, since university operations fully resumed following the COVID-19 pandemic. For instance, from calendar year 2019 to 2022, the number of honoraria...
collections_bookmark
announcement
PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
-
Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables...
Announcing the new PTAC Closeout functionality to PTA Manager.
collections_bookmark
announcement
Cardinal Planning & Budgeting Project
2023-08-28
-
Stanford’s University Budget Office (UBO), in partnership with University IT (UIT), Financial Management Services (FMS), and university stakeholders, is undertaking a multi-year initiative to enhance the foundation of financial management. The project includes the launch of the new Cardinal Planning...
collections_bookmark
announcement
Year-End Close: 2023 Reminders and Deadlines
2023-05-31
-
It's that time of year again! The year-end close (YEC) process of recording and reporting expenses from September through August gives a snapshot of the university's transactional activity each fiscal year. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
collections_bookmark
announcement
Organization Code Hierarchy Tool Project
2023-02-21
-
Stanford University’s financial account structure identifies each organization by a four-character alphabetical organization (org) code. The Organization Code Hierarchy Tool enables effective governance of this structure by defining parent-child organizational relationships and group information...
Stanford UBO and FMS are building a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs, launching July 1, 2023.
collections_bookmark
announcement
Turning Feedback Into Action
2023-02-01
-
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.
collections_bookmark
announcement
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.
collections_bookmark
announcement
Users Praise Redesigned Fingate Website
2021-04-22
Fingate's user-centered redesign improved the website's functionality and received positive feedback
collections_bookmark
announcement