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  • Business Expense Updates and Hot Topics

    2024-03-19
    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

    2024-02-23
    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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  • New Deposits and Receipts Manager System

    2024-02-23
    The Office of the Treasurer (OOT) within Financial Management Services (FMS) is responsible for ensuring that funds for Stanford that are received through the banking system post accurately and as timely as possible to the General Ledger. To assist departments with efficient deposit practices, OOT...
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  • 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.
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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...
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  • PTA Manager Enhancement: Capital Projects Closeout and Cancellation

    2023-09-20
    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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  • Budget Management Transformation 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. The project includes the launch of the new Cardinal Planning...
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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...
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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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  • Suspense Account Query Tool Project

    2023-06-08
    Financial Management Services (FMS) and University IT (UIT) have partnered to create a new self-service inquiry tool in Oracle Financials that allows users to look up an organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the suspense... On July 1, Stanford employees will have access to a new self-service inquiry tool that allows all Oracle Financials users to look up their organization’s suspense account PTAs and allows budget officers to request updates to them.
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