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  • Organizational Hierarchy Project

    Stanford FMS and UBO plan to build a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs.

    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...
    Announcement

  • Turning Feedback Into Action

    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.
    Announcement

  • OBI News: Winter 2022-23open_in_new

    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.
    Newsletter

  • PTA Manager Enhancement: Closing Non-Sponsored PTAs

    The PTA Manager Enhancement Project will add functionality in PTA Manager to close non-sponsored PTA segments, giving users a more convenient and streamlined user experience.

    PTA Manager is a system within Oracle Financials used by Stanford University schools and departments to request, approve, and track non-sponsored and miscellaneous accounts (PTAs) and PTA segments (projects, tasks, or awards). Stanford Financial Management Services (FMS) partnered with University IT...
    Announcement

  • Continuous Improvements to Fingate

    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.
    Announcement

  • OBI News: Fall 2022open_in_new

    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.
    Newsletter

  • OBI News: Summer 2022open_in_new

    In this issue: Illuminating solutions with the Expense Request Efficacy Dashboard, an OBI Open Lab success story, OBI Financial Survey results, and more.
    Newsletter