Change Roadmap: Upcoming Projects and Enhancements
2024-04-12
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This page serves as a one-stop shop for departments and stakeholders across Stanford to stay up to date with projects and enhancements, as well as associated resources to support them.
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announcement
Excellence in Financial Stewardship | Issue 10open_in_new
2024-04-02
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This issue covers the shared and unique responsibilities in the business expense process, along with best practices and tools by role.
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Continuous Improvements to Fingate
2024-02-22
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FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.
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Paycheck Administrationopen_in_new
2023-10-31
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Clarification on the processes of entering, approving, and changing employee pay.
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update
Timecard Administrationopen_in_new
2023-10-31
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Clarify process on how to manage incorrect and/or incomplete reporting of employee time and/or leave.
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update
Create Expense Report for SU Payeesopen_in_new
2023-10-16
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Added new Expense Type Gift Card - Employee
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update
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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Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.
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Suspense Account Query Tool Project
2023-06-08
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Financial Management Services (FMS) and University IT (UIT) have partnered to create a new self-service inquiry tool in Oracle Financials that allows users to look up an organization’s suspense account PTAs. If they are a budget officer, they can also create and send a request to change the suspense...
On July 1, Stanford employees will have access to a new self-service inquiry tool that allows all Oracle Financials users to look up their organization’s suspense account PTAs and allows budget officers to request updates to them.
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Year-End Close: 2023 Reminders and Deadlines
2023-05-31
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. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
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