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  • Change Roadmap: Upcoming Projects and Enhancements

    2024-06-06
    This page serves as a one-stop shop for departments and stakeholders across Stanford to stay up to date with projects and enhancements, as well as associated resources to support them.
    collections_bookmark    announcement
  • Year-End Close: 2024 Reminders and Deadlines

    2024-05-20
    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. All times listed...
    collections_bookmark    announcement
  • Continuous Improvements to Fingate

    2024-02-22
    FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.
    collections_bookmark    announcement
  • Supporting financial excellence: Updated iJournals access model and required training

    2024-01-25
    Members of the university community play a critical role in safeguarding Stanford’s resources. At Stanford, financial stewardship means ensuring that university resources are used appropriately, in support of the mission, and comply with policies, laws, and sponsor or donor intent. A key part of... Effective Feb. 5, 2024, iJournals system access will require the completion of training and granting of authority privilege.
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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...
    collections_bookmark    announcement
  • Cardinal Planning & Budgeting Project

    2023-08-28
    Stanford’s University Budget Office (UBO), in partnership with University IT (UIT), Financial Management Services (FMS), and university stakeholders, is undertaking a multi-year initiative to enhance the foundation of financial management featuring the development of the new Cardinal Planning &...
    collections_bookmark    announcement
  • Organization Code Hierarchy Tool Project

    2023-02-21
    Stanford University’s financial account structure identifies each organization by a four-character alphabetical organization (org) code. The Organization Code Hierarchy Tool enables effective governance of this structure by defining parent-child organizational relationships and group information... Stanford UBO and FMS are building a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs, launching July 1, 2023.
    collections_bookmark    announcement
  • 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
  • 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