Stanford Purchasing Card (PCard)open_in_new
2023-02-09
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Updated guidance on event venue costs, or deposits for event venues, of $4,999 or less.
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update
Turning Feedback Into Action
2023-02-01
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FMS uses the Client Satisfaction Survey to gather feedback from faculty and staff that fuels action plans for continuous improvements. This article covers the latest on those projects.
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announcement
Stanford Purchasing Card (PCard)open_in_new
2023-01-31
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In "Permissible Expenses", updated guidance on periodic dues and memberships
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update
SmartMart Supplier Contacts and Shipping Informationopen_in_new
2023-01-27
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Updated contact information for Lenovo
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update
Searchable OBI Financial Reporting Directoryopen_in_new
2023-01-24
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Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.
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update
Resolving Aging Expense Requestsopen_in_new
2023-01-17
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In the ER Transaction Status Description table, updated the links to find help and added a note on finding rejected/returned ERs
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update
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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announcement
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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announcement
Learn More About eReceipts with Live Events and Updated Resources
2022-07-15
The eReceipts app, developed by Stanford Financial Management Services (FMS) in partnership with University IT (UIT), lets users easily upload and share images of receipts from their mobile device. Developed in response to user feedback, the app helps users manage business and travel expense...
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