Excellence in Financial Stewardship | Issue 3open_in_new
2021-10-27
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This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.
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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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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
New Resources and Process to Manage Aging Transactions
2021-07-09
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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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Authority Manager Enhancements
2021-06-10
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Authority Manager is the Stanford-developed tool used to grant employees access to the university's many administrative systems. As the number of business applications used at Stanford increases, keeping track of who has authority to access data and perform administrative tasks becomes more complex...
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announcement
Best Practices for Processing Donor Gifts
2021-06-09
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The Office of Development and Financial Management Services have collaborated to provide departments with some best practices in supporting excellence in gift fund management.
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announcement
Excellence in Financial Stewardship | Issue 2open_in_new
2021-06-09
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This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.
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Users Praise Redesigned Fingate Website
2021-04-22
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Fingate's user-centered redesign improved the website's functionality and received positive feedback
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announcement
SmartMart: A Better Shopping Experience
2021-04-05
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SmartMart, a purchasing method within iProcurement, will launch a new user interface (UI) in mid-April 2021. The new UI will result in a better shopping experience with enhanced SmartMart pages, expanded search results, and streamlined shopping cart and checkout process. Below are the highlighted...
New SmartMart User Interface (UI) in mid-April 2021
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OBI News: Spring 2021open_in_new
2021-03-25
Topics Include: ER Cleanup, Labor Schedule Enhancement and OBI Upgrade
Topics Include: ER Cleanup, Labor Schedule Enhancement and OBI Upgrade
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