Stanford Travel Card (TCard)open_in_new
2023-09-15
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In Personal Charges, clarified that a separate, wholly personal charge on a TCard is not allowed.
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Advancesopen_in_new
2023-09-13
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Updated "Human Subject Advance" to add Advance maximum info
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Expenditure Type and Object Code Updatesopen_in_new
2023-09-08
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Updated: Changes to Existing Expenditure Types and Object Codes for September 2023.
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Cardinal Planning & Budgeting Project
2023-08-28
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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...
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announcement
Request Rush and Will Call Paymentsopen_in_new
2023-08-28
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Added Redwood City address to How To.
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Revenue Object Codes (46XXX)open_in_new
2023-08-10
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Updated listing of 46XXX revenue object codes (updated Aug. 2, 2023)
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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
Expenditure Type and Object Code Updatesopen_in_new
2023-07-28
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Updated: "New Object Codes" and "Changes to Existing Expenditure Types/Object Codes" sections.
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update
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
The How to is updated with new options for Will Call.
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update