How the Stanford Travel Team Supports Travelers
2023-02-02
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With many travel activities resuming in full force in 2023, the Stanford Travel team is looking forward to a new year full of possibilities! A small, but mighty crew with over 75 years of combined travel industry experience, this team focuses on providing high-quality support for Stanford travelers...
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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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announcement
OBI News: Winter 2022-23open_in_new
2023-01-31
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This issue introduces many new resources, including the PO and Related AP Invoices Report, PCard Efficacy Dashboard, combined CER and RFM ad hoc area, and more.
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Excellence in Financial Stewardship | Issue 6open_in_new
2022-11-01
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This newsletter focuses on working with suppliers in the "new normal," and includes best practices when selecting, onboarding and managing the relationship.
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Managing and Monitoring PCards and TCards: Clarified Guidance and New Tools
2022-10-18
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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...
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announcement
Maintain Approval Authority: Take the Approving Financial Transactions Course
2022-10-01
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Beginning October 2022, the FIN-PROG-103 course will be required for all existing requisition, expense journal and labor distribution approvers, and will require a refresh every two years.
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OBI News: Fall 2022open_in_new
2022-09-27
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In this issue: New reporting tools to manage aging and force cleared transactions, updated SU Credit Card Custodian report, Oct. 12 webinar: Salary, Fringe, and Indirect Cost by Employee report, and more.
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Change to PCard and TCard Delivery as of September 1
2022-09-12
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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...
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Excellence in Financial Stewardship | Issue 5open_in_new
2022-06-28
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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.
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OBI News: Summer 2022open_in_new
2022-06-14
In this issue: Illuminating solutions with the Expense Request Efficacy Dashboard, an OBI Open Lab success story, OBI Financial Survey results, and more.
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