Clearing of Organization Suspense Accounts (OSA)open_in_new
2024-09-27
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FY25 OSA sweep deadlines published.
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Year-End Close: 2024 Reminders and Deadlines
2024-07-22
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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; it includes five distinct closing stages of activities as shown below. This news page...
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Excellence in Financial Stewardship | Issue 11open_in_new
2024-07-11
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This issue covers the importance of fiscal year-end close activities and how the information is used, as well as best practices for fund transfers.
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Fund Transfersopen_in_new
2024-07-08
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Clarified fund transfers (from one PTA to another) and expense transfers (from wrong PTA to correct one).
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Continuous Improvements to Fingate
2024-02-22
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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.
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-12-01
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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.
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Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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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.
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Turning Feedback Into Action
2023-02-01
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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.
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Excellence in Financial Stewardship | Issue 4open_in_new
2022-02-10
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This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.
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Annual Certification Required: Take the Financial Stewardship Expectations Course
2022-02-03
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.
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