Business and Travel Expense Policiesopen_in_new
2023-12-20
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Added "agendas and schedules" to requirements section of Receipts and Documentation section.
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update
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-12-01
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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.
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update
Business and Travel Expense Policiesopen_in_new
2023-11-17
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Updated/clarified guidance on travel registry requirement, split/externally sponsored travel, and per diem; moved Tips section
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update
Business and Travel Expense Policiesopen_in_new
2023-11-10
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Updated Booking Travel to state that the Travel Registry is required, booking through Stanford Travel is not required.
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update
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-10-16
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Updated OSA sweep deadline for FY24.
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update
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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announcement
Managing Expenses Related to Travel Cancellationsopen_in_new
2023-07-07
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Clarification were made on how to manage flight cancelations and exchanges and conference hotels. Key Travel was added.
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Donor Giftsopen_in_new
2023-06-29
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Enhanced the Adding New Gifts to Existing Awards section and best practices for handling gifts.
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-06-20
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Updated OSA sweep deadline for transactions posted through 8/31/23.
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update
Year-End Close: 2023 Reminders and Deadlines
2023-05-31
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. Schedules and...
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announcement