Supporting University Travelers: Stanford Travel and Global Risk Teams
2023-12-08
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When the conflict escalated this fall in the Middle East, Stanford responded quickly. Thanks to travel registration, Global Risk and Stanford Travel rapidly made contact with travelers who were there when the conflict began, as well as those planning to travel to the impacted regions. While Global...
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Protect Your Purchasing Card and Travel Card from Fraud over Winter Close
2023-11-15
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Consumer fraud increased more than 30% in 2022, costing consumers nearly $8.8 billion, according to a recent report from the Federal Trade Commission, with online shopping one of the top causes of fraud. Fraudulent charges on Stanford-issued credit cards also typically peak during the winter...
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Updated Card Suspension Process to Support Proper Use
2023-11-07
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An updated suspension process for individual (not departmental) Purchasing Cards (PCards) and Travel Cards (TCards) rolls out in Fiscal Year 2024. Designed to reduce risk to the university and encourage financial stewardship of these university-issued credit cards, the updated suspension process...
Updated article on October 9, 2023
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Stanford Transitioning from Certain to Cvent for Events Management
2023-10-25
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Certain sunsetted on October 25, 2023 when the current contract expired. To replace Certain, Financial Management Services’ Office of the Treasurer (OOT) has partnered with University IT (UIT) to offer Cvent, an approved third-party robust events management platform at Stanford. Cvent is a new UIT...
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Updated resources to support honoraria and human subject payments
2023-10-10
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There has been a significant increase in the number of honoraria payments and payments to human subjects, including related travel reimbursements, since university operations fully resumed following the COVID-19 pandemic. For instance, from calendar year 2019 to 2022, the number of honoraria...
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PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
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Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables...
Announcing the new PTAC Closeout functionality to PTA Manager.
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Merchant Services Transformation Project
2023-08-01
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Merchant Services Transformation Project The Merchant Services (MS) Program manages, supports, and mitigates risk for payments collected digitally and via credit card at Stanford. MS is currently supported through a collaboration between three distinct university groups within Business Affairs...
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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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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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Cash and Check Deposit Enhancements
2023-07-24
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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