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  • Excellence in Financial Stewardship | Issue 7open_in_new

    2023-03-23
    This issue covers the various benefits that Stanford enjoys as a tax-exempt organization, risks and compliance requirements associated with these benefits, and the roles and responsibilities of employees and key members of the financial ecosystem.
    collections_bookmark    newsletter
  • 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
  • Resolving Aging Expense Requestsopen_in_new

    2023-01-17
    In the ER Transaction Status Description table, updated the links to find help and added a note on finding rejected/returned ERs
    collections_bookmark    update
  • New OBI Report: Salary, Fringe, and Indirect Cost by Employee

    2022-07-11
    Developed in response to 2021 OBI Financial Reporting survey feedback , a new report is now available in the OBI PLM dashboard that provides better answers to payroll reporting questions. The new report shows salary, fringe benefits, and indirect costs attributable by employee for both actuals and...
    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