Stanford Travel Newsletter: Fall 2023open_in_new
2023-12-11
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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
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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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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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Cardinal Planning & Budgeting Project
2023-08-28
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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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Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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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
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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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announcement
Year-End Close: 2023 Reminders and Deadlines
2023-05-31
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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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Stanford Travel Newsletter: Spring 2023open_in_new
2023-05-08
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Topics include: Get Flexibility and Perks with Stanford Travel, Prepare for Summer Travel, Easily Access Key Travel Through Fingate Systems Button, Coming Soon: New Egencia Guest Booking Process, New Stanford Travel Promotions in 2023, In Case You Missed It resources, and other resources.
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Bank Closure/Takeover Impacts and Resources
2023-05-02
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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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Excellence in Financial Stewardship | Issue 7open_in_new
2023-03-23
This issue covers the various benefits that Stanford enjoys as a tax-exempt organization, risks and compliance requirements associated with these benefits, and the roles and responsibilities of employees and key members of the financial ecosystem.
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