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  • Supporting University Travelers: Stanford Travel and Global Risk Teams

    2023-12-08
    When the conflict escalated this fall in the Middle East, Stanford responded quickly. Thanks to travel registration, Global Risk and Stanford Travel rapidly made contact with travelers who were there when the conflict began, as well as those planning to travel to the impacted regions. While Global...
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  • Tax Reminders and Resources

    2023-12-07
    New Year Tax Reminders and Resources Whether it’s where to find tax documents or how to look up or change withholding allowances, below are commonly-used resources to help you navigate tax season. Get help with questions about tax dates and documents.
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  • Updated resources to support honoraria and human subject payments

    2023-10-10
    There has been a significant increase in the number of honoraria payments and payments to human subjects, including related travel reimbursements, since university operations fully resumed following the COVID-19 pandemic. For instance, from calendar year 2019 to 2022, the number of honoraria...
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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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  • Cardinal Planning & Budgeting 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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  • 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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  • 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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  • Bank Closure/Takeover Impacts and Resources

    2023-05-02
    This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.
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  • New Travel Booking Channel, Key Travel, to Replace FCM

    2023-03-21
    The Stanford Travel team is excited to announce a new booking channel, Key Travel, that launched on Monday, March 20. Key Travel is the world’s largest travel management company specializing in the humanitarian and academic sectors. In addition to Stanford-negotiated rates, Key Travel offers...
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  • Organization Code Hierarchy Tool Project

    2023-02-21
    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... Stanford UBO and FMS are building a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs, launching July 1, 2023.
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