Streamlined Delivery and Pick Up Options for Will Call Payments
2023-07-31
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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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announcement
Request Rush and Will Call Paymentsopen_in_new
2023-07-28
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The How to is updated with new options for Will Call.
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update
July Enhancements to the PCard Module
2023-07-14
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In an ongoing effort to improve and streamline the Stanford Purchasing Card (PCard) experience, several enhancements to the Purchasing Card module within Oracle Financials will launch on July 17. Additionally, to continually improve and support purchasing practices and policies that are compliant...
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announcement
Clearing of Aging Transactionsopen_in_new
2023-07-10
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Added FY 2024 Aging Transactions Clearing Deadlines
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update
Managing Expenses Related to Travel Cancellationsopen_in_new
2023-07-07
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Clarification were made on how to manage flight cancelations and exchanges and conference hotels. Key Travel was added.
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update
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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newsletter
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-06-20
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Updated OSA sweep deadline for transactions posted through 8/31/23.
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update
Single/Sole Source Justification Formopen_in_new
2023-06-09
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Updated the Single/Sole Source Justification (SSJ) form
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update
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
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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announcement