PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
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In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that...
Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.
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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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Cash and Check Deposit Enhancements
2023-07-24
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The Office of the Treasurer (OOT) within Financial Management Services (FMS) is supporting improvements to how cash and checks are deposited and developing enhancements that are being rolled out across the university. These changes primarily affected CASHNet processes used by the campus community...
This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.
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announcement
Deposit Cash and Checksopen_in_new
2023-07-21
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Updated types of checks accepted and clarified reasons for returned checks
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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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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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Expenditure Type and Object Code Updatesopen_in_new
2023-06-28
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Updated: "Changes to Existing Expenditure Types and Object Codes" section.
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Expenditure Type and Object Code Updatesopen_in_new
2023-06-13
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Updated "New Expenditure Types" and "Changes to Existing Expenditure Types and Object Codes" sections.
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Claim Unidentified Receipts and Branch Depositsopen_in_new
2023-06-01
Wells Fargo branch depositors should use the Unidentified Receipts and Branch Deposits website to book deposits to a PTA.
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