OBI News: Winter 2022open_in_new
2022-03-14
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This issue includes: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.
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newsletter
Improvements to PCard and TCard Application and Maintenance Launched February 14
2022-02-14
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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...
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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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OBI News: Fall 2021open_in_new
2021-10-19
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Topics Include: New Expenditure Details report view, new ad hoc user forum, managing your aging and force cleared transactions and more
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newsletter
FMS Client Satisfaction Survey
2021-09-22
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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.
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announcement
Merchant Services Fall 2021open_in_new
2021-09-15
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Topics include MS Project Updates, Operational Reminders, and Trainings
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Stanford Travel Newsletter: Summer 2021open_in_new
2021-08-04
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Summer 2021 topics include: Travel Policy exclusions and guidance, new Digital Payments visitor travel reimbursements, Egencia savings finger feature, car rental policy update, ERS enhancements to airline fields, StudentUniverse profile creation
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New Resources and Process to Manage Aging Transactions
2021-07-09
Financial Management Services (FMS) continually monitors the financial ecosystem for opportunities to reduce risk and support excellence in financial stewardship. As part of this effort, FMS conducted an assessment in May 2020 of Purchasing Card (PCard), Travel Card (TCard) and Advance transactions...
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