Business Expense Updates and Hot Topics
2024-04-15
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The university pays directly or reimburses individuals for expenses that are necessary and appropriate to conduct university business. Expenditures must be consistent with the university’s purchasing policies and guidelines as well as the guiding principles and IRS regulations with regard to...
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Change Roadmap: Upcoming Projects and Enhancements
2024-04-12
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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.
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Stanford Travel Newsletter: Spring 2024open_in_new
2024-04-04
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Topics include: Key Travel Supports Complex and International Travel, United Corporate Direct Launches New Features for Stanford Travelers, New Hotel Properties Added to Stanford Travel Hotel Program, Egencia’s new Guest Registration Template Feature is Now Available to All Campus Users, Updated...
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Continuous Improvements to Fingate
2024-02-22
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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.
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Stanford Transitioning from Certain to Cvent for Events Management
2023-10-25
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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...
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PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
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Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables...
Announcing the new PTAC Closeout functionality to PTA Manager.
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Stanford Travel Newsletter: Summer 2023open_in_new
2023-09-06
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Topics include: Save the Date: October Stanford Travel Forum, Four Options to Meet Your Travel Needs, Win Airline Tickets, UA Club Passes, and More, Stanford Travel Packet Resource Updated, New Phone Number for Egencia Agent Support, In Case You Missed It resources, and other resources.
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Merchant Services Transformation Project
2023-08-01
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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...
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PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
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In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that...
Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.
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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.
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