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  • November 2023 Upgrades to Oracle Financials and OBI system

    2023-11-07
    Oracle Financials and Oracle Business Intelligence (OBI) system upgrades complete The planned system upgrades to OBI and Oracle Financials are complete. To help users' experience within the upgraded environments, we advise: - For OBI: Log into https://bi.stanford.edu and update existing browser...
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  • Stanford Transitioning from Certain to Cvent for Events Management

    2023-10-25
    Certain sunsetted on October 25, 2023 when the current contract expired. To replace Certain, Financial Management Services’ Office of the Treasurer (OOT) has partnered with University IT (UIT) to offer Cvent, an approved third-party robust events management platform at Stanford. Cvent is a new UIT...
    collections_bookmark    announcement
  • OBI News: Fall 2023open_in_new

    2023-10-19
    In this issue: The new RFM Projected Budget Variance Report, drop-in OBI ad hoc training, and more.
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  • Merchant Services Transformation Project

    2023-08-01
    Merchant Services Transformation Project The Merchant Services (MS) Program manages, supports, and mitigates risk for payments collected digitally and via credit card at Stanford. MS is currently supported through a collaboration between three distinct university groups within Business Affairs...
    collections_bookmark    announcement
  • Cash and Check Deposit Enhancements

    2023-07-24
    The Office of the Treasurer (OOT) within Financial Management Services (FMS) is supporting improvements to how cash and checks are deposited and developing enhancements that are being rolled out across the university. These changes primarily affected CASHNet processes used by the campus community... This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.
    collections_bookmark    announcement
  • OBI News: Summer 2023open_in_new

    2023-06-28
    In this issue: Updated P2P Dashboard At a Glance Report, July 14 drop-in OBI Open Lab, July 31 aging transactions reminder, and more.
    collections_bookmark    newsletter
  • Excellence in Financial Stewardship | Issue 8open_in_new

    2023-06-22
    This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.
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  • Turning Feedback Into Action

    2023-02-01
    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.
    collections_bookmark    announcement
  • OBI News: Winter 2022-23open_in_new

    2023-01-31
    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.
    collections_bookmark    newsletter