Excellence in Financial Stewardship | Issue 11open_in_new
2024-07-11
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This issue covers the importance of fiscal year-end close activities and how the information is used, as well as best practices for fund transfers.
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newsletter
Business Mealsopen_in_new
2024-07-10
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Business units/depts may choose lower maximums; clarified how to calculate on campus venue costs.
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update
Expenditure Type and Object Code Updatesopen_in_new
2024-07-10
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July 2024: New expenditure type and change to existing expenditure type.
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update
Fund Transfersopen_in_new
2024-07-08
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Clarified fund transfers (from one PTA to another) and expense transfers (from wrong PTA to correct one).
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update
Business and Travel Expense Policiesopen_in_new
2024-07-03
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Clarified language: travel paid for by redeeming loyalty points/miles or promotional certificates/credits is non-permissible.
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update
WalkMe: A new interactive learning solution to help financial system users
2024-06-27
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In response to a recent Financial Management Services (FMS) Learner Needs Analysis and iProcurement usability feedback from the 2021 Client Satisfaction Survey, FMS recognizes the need for “just in time” training for our user community. To that end, after a successful pilot, the FMS Financial...
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announcement
One-Time or Supplemental Payopen_in_new
2024-06-20
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Job aid instructions to request a GFS off-cycle check payment has been updated.
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update
Supplier/Payee Request form updates to support ICs and non-PO contract setups
2024-06-19
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As part of ongoing Procurement Efficiencies enhancements, Stanford Financial Management Services (FMS) updated the Supplier/Payee Request Form on July 15 for overall usability improvements and now includes: A new Independent Contractor (IC) affiliation type to better support IC transactions...
Supplier/Payee Request form updates to support ICs and non-PO contract setups
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announcement
Business and Travel Expense Policiesopen_in_new
2024-06-18
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Clarified as non-permissible expenses: travel paid with points/miles/credits; travel paid with reward/promo certificates
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update
Reduced number of invoices requiring department approval
2024-06-18
Continuous improvements to the Accounts Payable (AP) invoice holds workflow functionality and system notifications in response to feedback from the fall 2021 FMS Client Satisfaction Survey.
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announcement