Excellence in Financial Stewardship | Issue 7open_in_new
2023-03-23
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This issue covers the various benefits that Stanford enjoys as a tax-exempt organization, risks and compliance requirements associated with these benefits, and the roles and responsibilities of employees and key members of the financial ecosystem.
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Purchase Order Terms and Conditionsopen_in_new
2023-02-02
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Updated the Business Associate Addendum (BAA)
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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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Setting Up a New Supplier or Visitor Payeeopen_in_new
2023-01-30
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Added new Resource: Supplier or Visitor Payee Request Statuses Fingate page
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View Pending Supplier or Payee Requestsopen_in_new
2023-01-27
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Changes have been made to View Pending Supplier or Payee Requests and the page now refers to the new list of Supplier Statuses
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Searchable OBI Financial Reporting Directoryopen_in_new
2023-01-24
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Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.
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Supplier or Visitor Payee Request Statusesopen_in_new
2023-01-19
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Created a new Resource page for supplier or visitor payee request statuses.
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Financial Transaction Approvalopen_in_new
2023-01-17
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Updated self approval limit for purchase requisition
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Resolving Aging Expense Requestsopen_in_new
2023-01-17
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In the ER Transaction Status Description table, updated the links to find help and added a note on finding rejected/returned ERs
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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.
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