Clearing of Organization Suspense Accounts (OSA)open_in_new
2024-09-27
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FY25 OSA sweep deadlines published.
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update
Stanford Travel Card (TCard)open_in_new
2024-09-05
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Removed "venues for events" as a permissible charge; contact Card Services team for TCard use in unique situations.
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update
Create Expense Report for Non-SU Payees (Visitor Reimbursement)open_in_new
2024-08-30
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Updated details for Expense Dates
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update
Create Expense Report for SU Payeesopen_in_new
2024-08-30
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Updated details for Expense Dates
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update
Year-End Close: 2024 Reminders and Deadlines
2024-07-22
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It's that time of year again! The year-end close (YEC) process of recording and reporting expenses from September through August gives a snapshot of the university's transactional activity each fiscal year; it includes five distinct closing stages of activities as shown below. This news page...
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announcement
Clearing of Aging Transactionsopen_in_new
2024-07-15
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Added FY 2025 aging transactions clearing deadlines
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update
Excellence in Financial Stewardship | Issue 11open_in_new
2024-07-11
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This issue covers the importance of fiscal year-end close activities and how the information is used, as well as best practices for fund transfers.
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newsletter
Fund Transfersopen_in_new
2024-07-08
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Clarified fund transfers (from one PTA to another) and expense transfers (from wrong PTA to correct one).
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update
Digital Paymentsopen_in_new
2024-06-17
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Clarified that visitor can't be faculty/staff/student; preparer may not be the payee; cannot use DP for services or honoraria.
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update
Create Digital Payment Request for Non-SU Payees (Visitors)open_in_new
2024-05-30
Added information about a change that the preparer of a Digital Payment may not be the payee.
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update
