Financial Transaction Approvalopen_in_new
Completely updated guidance and content.
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New Resources to Support Financial Approvers
A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.Announcement -
Clearing of Aging Transactionsopen_in_new
Updated introductory paragraphs, including what to do after force clearing
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Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
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Stanford Travel Card (TCard) Programopen_in_new
Language clarified and updated throughout the Topic Overview
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OBI News: Winter 2022open_in_new
This issue includes: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.Newsletter -
Clearing of Aging Transactionsopen_in_new
Force Clearing timeline for Q2 of Fiscal Year 2022 added to page
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Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Updated March 2022 OSA sweep deadline (extended to April 15).
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Improvements to PCard and TCard Application and Maintenance Launched February 14
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...Announcement -
Authority to Create Financial Transactionsopen_in_new
Updated "SmartMart" to "SmartMart Catalog Suppliers"
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