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Excellence in Financial Stewardship | Issue 8

2023-06-22

This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.

Newsletter
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...

Announcement
Stanford Travel Card (TCard) Program

2023-04-20

In Roles and Responsibilities: Clarified whether/how to save or share a TCard number, and use of TCard on visitor profiles

Update
Guidelines for Writing a Clear Business Purpose

2023-04-11

In the "General Guidelines" section, updated the "(for example...)" text for clarity.

Update
Create Expense Report for Non-SU Payees (Visitor Reimbursement)

2023-04-06

New Expense Types, Ground Transportation and Parking Fees added to How To Create Expense Report for Non-SU Payees (Visitor)rs.

Update
Create Expense Report for SU Payees

2023-03-29

New Expense Types, "Ground Transportation" and "Parking Fees" added to How To Create Expense Report for SU Payees.

Update