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  • Stanford Travel Newsletter: Fall 2023open_in_new

    2023-12-11
    Topics include: How the Stanford Travel and Global Risk Teams Support Travelers, New: Hertz Car Rental Agreement for University-Sponsored Travel, A Successful Stanford Travel Forum, Participate in a Study To Help You Reduce Your Travel Emissions, In Case You Missed It resources, and other resources.
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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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  • Creating Opportunities through the Supplier Diversity Initiative

    2023-09-22
    Suppliers play a critical role in enabling the university to realize its mission and live its values. Given the critical role of the supplier and Stanford's decentralized purchasing approach which allows individual departments to make purchasing decisions that are tailored to their specific needs...
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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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  • Streamlined Delivery and Pick Up Options for Will Call Payments

    2023-07-31
    Effective July 31, 2023, a streamlined process and tools will make it easier to receive Will Call check payments for purchase order invoices and Expense Requests transactions. About the new process After a Will Call payment is requested for an Expense Requests transaction or a purchase order invoice...
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  • Excellence in Financial Stewardship | Issue 8open_in_new

    2023-06-22
    This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.
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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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  • Enhancements to increase procurement efficiency

    2023-06-05
    Procurement Services, part of Stanford Financial Management Services (FMS), continuously examines opportunities to enhance processes or provide new solutions to support purchasing activities for the university while maintaining financial stewardship excellence. Areas of opportunity under review are...
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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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