Managing and Monitoring PCards and TCards: Clarified Guidance and New Tools
2022-10-18
-
With business back and a busy fall upon the university, FMS refreshed resources to support managing and monitoring access to the PCard and TCard. While these cards are convenient purchasing methods for departments, it is vital to monitor their use to mitigate risk to the university and support good...
collections_bookmark
announcement
Change to PCard and TCard Delivery as of September 1
2022-09-12
-
In response to limited campus access during the COVID-19 pandemic, in early 2021 the Card Services team began redirecting all new, renewed, or reissued Purchasing Cards (PCards) and Travel Cards (TCards) to a secure central delivery site. Cardholders submitted a support request or updated the Credit...
collections_bookmark
announcement
Learn More About eReceipts with Live Events and Updated Resources
2022-07-15
-
The eReceipts app, developed by Stanford Financial Management Services (FMS) in partnership with University IT (UIT), lets users easily upload and share images of receipts from their mobile device. Developed in response to user feedback, the app helps users manage business and travel expense...
collections_bookmark
announcement
Excellence in Financial Stewardship | Issue 5open_in_new
2022-06-28
-
This issue focuses on the role of financial approvers, features real stories of approvers who made significant impact, and offers a new toolkit of resources to support approvers.
collections_bookmark
newsletter
Improvements to PCard and TCard Application and Maintenance Launched February 14
2022-02-14
-
On February 14, Financial Management Services improved how Purchasing Cards (PCards) and Travel Cards (TCards) are requested and managed. These changes make the application process more efficient and user-friendly. The changes also provide more guidance on managing spending limits, which strengthens...
collections_bookmark
announcement
Excellence in Financial Stewardship | Issue 4open_in_new
2022-02-10
-
This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.
collections_bookmark
newsletter
PCard: Purpose and Recently Clarified Guidance
2022-02-03
-
The Purchasing Card (PCard) is a university-issued, university-liability credit card created to offer an expedient way of purchasing items that are needed right away or, like food or other small dollar occasional business purchases, are not available through Amazon Business or SmartMart Catalog...
collections_bookmark
announcement
Excellence in Financial Stewardship | Issue 3open_in_new
2021-10-27
-
This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.
collections_bookmark
newsletter
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
Excellence in Financial Stewardship | Issue 2open_in_new
2021-06-09
This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.
collections_bookmark
newsletter