Year-End Close: 2023 Reminders and Deadlines
2023-05-31
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It's that time of year again! The year-end close (YEC) process of recording and reporting expenses from September through August gives a snapshot of the university's transactional activity each fiscal year. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
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Bank Closure/Takeover Impacts and Resources
2023-05-02
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This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.
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announcement
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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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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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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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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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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