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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.

Updated OSA sweep deadline for transactions posted through 8/31/23.

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.

Updated: Egencia Savings Finder for Hotel language has been updated for clarity.

Effective immediately, Global Risk will directly manage the travel booking exception request process in order to support travelers and include the itinerary in the university travel registry.

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.

This article provides a summary of guidance for suppliers and employees who are impacted by recent bank closures, for example Silicon Valley Bank.

Added note: Starting in May 2023, the JP Morgan (JPM) mobile app replaces the Wells Fargo mobile app for depositors.

New Expense Types, "Ground Transportation" and "Parking Fees" added to How To Create Expense Report for SU Payees.