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PTA Manager Enhancement: Capital Projects Closeout and Cancellation

2023-09-20

Announcing the new PTAC Closeout functionality to PTA Manager.

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...

Announcement
Find Force Cleared Advance Transactions

2023-09-16

New How To Find Force Cleared Advance Transactions

Update
Find Force Cleared PCard and Travel Card Transactions

2023-09-16

New How To Find Force Cleared PCard and Travel Card Transactions

Update
Find Suspended Credit Cards

2023-09-16

New How To: Find Suspended Credit Cards

Update
Clearing of Aging Transactions

2023-09-15

Added note about FY2024 card suspension process change

Update
Stanford Travel Card (TCard)

2023-09-15

In Personal Charges, clarified that a separate, wholly personal charge on a TCard is not allowed.

Update
Advances

2023-09-13

Updated "Human Subject Advance" to add Advance maximum info

Update
Month-End Close Deadlines

2023-09-13

Updated month-end close deadlines for FY24.

Update
Budget Management Transformation

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...

Announcement
Request Rush and Will Call Payments

2023-08-28

Added Redwood City address to How To.

Update

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PTA Manager Enhancement: Capital Projects Closeout and Cancellation

Find Force Cleared Advance Transactions

Find Force Cleared PCard and Travel Card Transactions

Find Suspended Credit Cards

Clearing of Aging Transactions

Stanford Travel Card (TCard)

Advances

Month-End Close Deadlines

Budget Management Transformation

Request Rush and Will Call Payments