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  • New Course: Financial Stewardship Expectations Launches in 2022

    In 2022, Stanford Financial Management Services will launch a new course focused on financial stewardship expectations. This course will replace the Financial Confidentiality course, which serves as a pre-requisite to gaining access to many financial systems and tools.
    Announcement
  • 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
  • Improved Search Functionality on Fingate

    FMS has implemented some changes to the Fingate website's search functionality effective August 1, 2021 that will improve the user experience. These changes are a result of a deep dive study of the site analytics, user experience polls and direct feedback from the site's audience.
    Announcement
  • Business Expense Updates and Hot Topics

    The university pays directly or reimburses individuals for expenses that are necessary and appropriate to conduct university business. Expenditures must be consistent with the university’s purchasing policies and guidelines as well as the guiding principles and IRS regulations with regard to...
    Announcement
  • Follow the #Stanford-FMS-news Slack channel

    FMS is excited to offer a quick and easy way to stay up-to-date with all of the news, updates and reminders that you need to get your job done. It's as easy as clicking a button and joining the channel in Slack. Simply search for or click #Stanford-FMS-news here to be prompted to join the channel...
    Announcement
  • Expense Request Efficacy Dashboard

    The OBI Expense Request Efficacy Dashboard, available from the Expense Requests and SU Card Activity Dashboard, has been significantly redesigned to produce more useful information, including graphics for data visualization. Business unit managers can more effectively monitor the accuracy rate and...
    Announcement
  • New Group Travel Meal Enhancement

    As a part of a continued effort to enhance and improve the processes and policies associated with Business and Travel Expenses, Stanford Financial Management Services has released new functionality within the Expense Request System that provides an easier way to submit a reimbursement request for a...
    Announcement
  • Retirement of Expenditure Type 52325

    Background In May 2019, Financial Management Services (FMS) completed an effort to update the university's Business and Travel Expense policies. The goal of this project was to provide clearer guidance and streamline the reimbursement process, while remaining steadfastly committed to sound financial...
    Announcement
  • Year in Review: FMS Satisfaction Survey

    Over the past two years, Financial Management Services (FMS) has been sharing updates to action plans stemming from the 2018 Client Satisfaction Survey. Progress has continued on many of the plans; and has been aligned to the organization's mission, vision and guiding themes. Year in Review, Action...
    Announcement