Excellence in Financial Stewardship | Issue 6open_in_new
2022-11-01
-
This newsletter focuses on working with suppliers in the "new normal," and includes best practices when selecting, onboarding and managing the relationship.
collections_bookmark
newsletter
Managing and Monitoring PCards and TCards: Clarified Guidance and New Tools
2022-10-18
-
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...
collections_bookmark
announcement
Maintain Approval Authority: Take the Approving Financial Transactions Course
2022-10-01
-
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.
collections_bookmark
announcement
OBI News: Fall 2022open_in_new
2022-09-27
-
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.
collections_bookmark
newsletter
Change to PCard and TCard Delivery as of September 1
2022-09-12
-
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...
collections_bookmark
announcement
Learn More About eReceipts with Live Events and Updated Resources
2022-07-15
-
The eReceipts app, developed by Stanford Financial Management Services (FMS) in partnership with University IT (UIT), lets users easily upload and share images of receipts from their mobile device. Developed in response to user feedback, the app helps users manage business and travel expense...
collections_bookmark
announcement
Excellence in Financial Stewardship | Issue 5open_in_new
2022-06-28
-
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.
collections_bookmark
newsletter
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.
collections_bookmark
newsletter
New Resources to Support Financial Approvers
2022-04-29
-
A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.
collections_bookmark
announcement
OBI News: Winter 2022open_in_new
2022-03-14
This issue includes: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.
collections_bookmark
newsletter