Expenditure Type and Object Code Updatesopen_in_new
2023-07-28
-
Updated: "New Object Codes" and "Changes to Existing Expenditure Types/Object Codes" sections.
collections_bookmark
update
PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
-
In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that...
Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.
collections_bookmark
announcement
Expenditure Type and Object Code Updatesopen_in_new
2023-06-28
-
Updated: "Changes to Existing Expenditure Types and Object Codes" section.
collections_bookmark
update
Expenditure Type and Object Code Updatesopen_in_new
2023-06-13
-
Updated "New Expenditure Types" and "Changes to Existing Expenditure Types and Object Codes" sections.
collections_bookmark
update
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...
collections_bookmark
announcement
Expenditure Type and Object Code Updatesopen_in_new
2023-03-08
-
Updated three sections: new expenditure types, new object codes, and changes to existing expenditure types and object codes.
collections_bookmark
update
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
PTA Maintenance Enhancement Project
2022-04-25
-
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on...
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu
collections_bookmark
announcement
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.
collections_bookmark
announcement