Managing and Monitoring PCards and TCards: Clarified Guidance and New Tools
2022-10-18
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With business back and a busy fall upon the university, FMS refreshed resources to support managing and monitoring access to the PCard and TCard. While these cards are convenient purchasing methods for departments, it is vital to monitor their use to mitigate risk to the university and support good...
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Maintain Approval Authority: Take the Approving Financial Transactions Course
2022-10-01
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Beginning October 2022, the FIN-PROG-103 course will be required for all existing requisition, expense journal and labor distribution approvers, and will require a refresh every two years.
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Change to PCard and TCard Delivery as of September 1
2022-09-12
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In response to limited campus access during the COVID-19 pandemic, in early 2021 the Card Services team began redirecting all new, renewed, or reissued Purchasing Cards (PCards) and Travel Cards (TCards) to a secure central delivery site. Cardholders submitted a support request or updated the Credit...
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New OBI Report: Salary, Fringe, and Indirect Cost by Employee
2022-07-11
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Developed in response to 2021 OBI Financial Reporting survey feedback, a new report is now available in the OBI PLM dashboard that provides better answers to payroll reporting questions. The new report shows salary, fringe benefits, and indirect costs attributable by employee for both actuals and...
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New Resources to Support Financial Approvers
2022-04-29
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A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.
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Improvements to PCard and TCard Application and Maintenance Launched February 14
2022-02-14
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On February 14, Financial Management Services improved how Purchasing Cards (PCards) and Travel Cards (TCards) are requested and managed. These changes make the application process more efficient and user-friendly. The changes also provide more guidance on managing spending limits, which strengthens...
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FMS Client Satisfaction Survey
2021-09-22
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.
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