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Employee Gifts: Interim Policy Until further notice, there is an interim policy in place with regard to the taxable limit for personal gifts. The COVID-19 interim policy is permitted only when allowed by the unit policy and the current budget. Types of gifts and current policies: Service milestone...

The Client Satisfaction Survey is an ongoing conversation with the Stanford community to learn about their experiences with the financial tools, systems and services that FMS provides and uses that feedback to inform strategic initiatives and continuous improvements.

Digital Payments, a new payment option in the Expense Requests System (ERS), is a secure and efficient way to reimburse visitors for their travel expenses. Launched on June 21 as the first phase of the Alternative Payments Solution project, Digital Payments was developed to simplify and enhance the...

Summer 2021 topics include: Travel Policy exclusions and guidance, new Digital Payments visitor travel reimbursements, Egencia savings finger feature, car rental policy update, ERS enhancements to airline fields, StudentUniverse profile creation

In an ongoing effort to improve the Expense Requests System (ERS) and its ability to meet the needs of the university, starting July 19 there will be several changes to how expense requests are reported. New information will be required when submitting an expense report more than 60 days after the...

Financial Management Services (FMS) continually monitors the financial ecosystem for opportunities to reduce risk and support excellence in financial stewardship. As part of this effort, FMS conducted an assessment in May 2020 of Purchasing Card (PCard), Travel Card (TCard) and Advance transactions...

This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.

Spring 2021 topics include: COVID-19's Ongoing Impact on Travel Casto Travel is Now FCM Enhanced Travel Profiles Save Time When Booking and Reimbursing Travel Book Your Rental Car Early May 12-13: Virtual Business Expense and Stanford Travel Festival Travel Resources

Fingate's user-centered redesign improved the website's functionality and received positive feedback

This debut issue of a new quarterly newsletter provides the financial community with resources and practices to support them in their role and toward the university's broader pursuit of excellence in financial stewardship.